Wealth Advisor lists the key points for the 4th, including companies that raised their first-half or full-year earnings forecasts, revised their dividends, or announced partnerships or new licensing agreements. The positive impact of AI data center demand and demand for semiconductor materials is highlighted, while some companies also revised their forecasts downward to reflect the impact of the earthquake.
ＴＩＳＩ raised its operating profit forecast for the fiscal year ending March 2027, reflecting first-half results exceeding plan and order trends. It raised its full-year dividend forecast from ¥90 to ¥92.
ＡＲＥＨＤ raised its operating profit forecast for the fiscal year ending March 2027, aided by demand related to AI data centers and an increase in arbitrage trading in its North American smelting business. It raised its full-year dividend forecast from ¥135 to ¥155.
ラサ工業 raised its interim and full-year operating profit forecasts for the fiscal year ending March 2027, citing strong demand for high-purity phosphoric acid for semiconductors and optical transceiver-related materials. It raised its full-year dividend forecast from ¥36 to ¥43.
大阪製鉄 revised its earnings forecast for the fiscal year ending March 2027 downward. It factored in damage from the Kumamoto earthquake and the impact on production and shipments, while setting a special year-end dividend forecast of ¥69.
ネクセラファーマ entered into an exclusive worldwide licensing agreement with AbbVie in the US for a drug candidate to treat inflammatory bowel disease and is set to receive a one-time upfront payment of US$100 million. It finalized its earnings forecast for the fiscal year ending December 2026 at the upper end of the previous range.