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-- 10.6900 Is the demand for data centers skyrocketing due to special demands? Select 6 stocks for 'air conditioning and electrical equipment', some of which have surged more than 1.6 times in 3 months!
Benefiting from the demand for Datacenter construction driven by the AI boom.Businesses known as "subcontractors" that excel in specialized facility work such as air conditioning and electricity, rather than major general construction contractors like Zenekon, are benefiting.These businesses are.updating their record highs since listing earlier this year, with some stocks soaring by more than 1.6 times in stock price over the last 3 months.there are also.equities.
Many of the related stocksThe interim financial results for the fiscal year ending March 25 are strong, with not a few stocks revising upwards their full-year outlook and adding to dividend forecasts.. The Datacenter boom has led to increased revenue and the selective picking of orders in the backdrop of a "seller's market", contributing to an increase in profit margin. It can be said to be an "leading index" of future performance.Many stocks have orders exceeding the same period of the previous year, and the outlook for the future is also favorable.It can be said.
Among them, I will pick up 4 promising air conditioning construction stocks and 2 electrical construction stocks that have hit their all-time highs since November.
Many of the related stocksThe interim financial results for the fiscal year ending March 25 are strong, with not a few stocks revising upwards their full-year outlook and adding to dividend forecasts.. The Datacenter boom has led to increased revenue and the selective picking of orders in the backdrop of a "seller's market", contributing to an increase in profit margin. It can be said to be an "leading index" of future performance.Many stocks have orders exceeding the same period of the previous year, and the outlook for the future is also favorable.It can be said.
Among them, I will pick up 4 promising air conditioning construction stocks and 2 electrical construction stocks that have hit their all-time highs since November.
【Subcontractors for Air Conditioning Equipment Construction】
◆ $Asahi Kogyosha (1975.JP)$
通期見通しは、中間決算発表時に上方修正。売上高は前年比0.9％増、営業利益は31.3％増、純利益は34.7％増と、過去最高益を見込んでいる。年間配当は期末を1株当たり40円上乗せして前年比実質40円増の100円と予想している。
4－9月の受注高は前年が上期に集中した反動で前年同期比42.0％の減少となったが、同社は「通期計画通りの進捗」としている。
株価は12月12日に上場来高値を付けた。
◆ $Asahi Kogyosha (1975.JP)$
Established in 1925, a major player specializing in air conditioning and sanitation equipment installation. It excels in high-tech environment control systems such as clean rooms, up to.50%.
25年3月期中間（4－9月）決算は、売上高が前年同期比3.6％減、営業利益は26.5％増、純利益は46.2％増。売上総利益率の改善や政策保有株の売却が増益に貢献した。通期見通しは、中間決算発表時に上方修正。売上高は前年比0.9％増、営業利益は31.3％増、純利益は34.7％増と、過去最高益を見込んでいる。年間配当は期末を1株当たり40円上乗せして前年比実質40円増の100円と予想している。
4－9月の受注高は前年が上期に集中した反動で前年同期比42.0％の減少となったが、同社は「通期計画通りの進捗」としている。
株価は12月12日に上場来高値を付けた。
◆ $Sanki Engineering (1961.JP)$
Established in 1925 as a major construction company in the Mitsui Group, originating from the former Mitsui Machinery Department. Although air conditioning equipment accounts for 60-70% of sales, they also handle electrical equipment and plant facilities.
The interim financial results for the period ending in March 2025 (April-September) were boosted by high-profit margin large-scale projects such as EV battery factories.Revenue increased by 18.4% compared to the same period last year, operating profit nearly quadrupled, and net profit roughly tripled, all reaching record highs.
The full-year outlook was raised at the time of the interim results announcement, with expected increases compared to the previous year: revenue up by 10.4%, operating profit by 42.4%, and net profit by 29.6%. They anticipate an annual dividend of 110 yen, an increase of 25 yen over the previous year, with an additional 12.5 yen per share at the interim and year-end.
Order intake for April-September increased by 20.4% compared to the same period last year, reaching a record high.This marks the highest order intake for the period of April-September.
株価は12月12日に上場来高値を付けた。The interim financial results for the period ending in March 2025 (April-September) were boosted by high-profit margin large-scale projects such as EV battery factories.Revenue increased by 18.4% compared to the same period last year, operating profit nearly quadrupled, and net profit roughly tripled, all reaching record highs.
The full-year outlook was raised at the time of the interim results announcement, with expected increases compared to the previous year: revenue up by 10.4%, operating profit by 42.4%, and net profit by 29.6%. They anticipate an annual dividend of 110 yen, an increase of 25 yen over the previous year, with an additional 12.5 yen per share at the interim and year-end.
Order intake for April-September increased by 20.4% compared to the same period last year, reaching a record high.This marks the highest order intake for the period of April-September.
◆ $Dai-Dan (1980.JP)$
Established in 1903, a major comprehensive equipment construction company. It mainly focuses on HVAC and plumbing installations, and also engages in electrical, fire protection facilities, and machinery equipment installation works.
For the interim period of the fiscal year ending in March 2025 (April to September), revenue increased by 15.6% compared to the same period last year, operating profit nearly doubled, and net profit increased by about 2.3 times.Due to the progress of large-scale projects in factories and data centers, the revenue and operating profit reached an all-time high.Updated.
Full-year guidance will be revised upward at the time of the interim earnings release, with revenue expected to increase by 26.6% year-on-year, operating profit by 60.9%, and net profit by 43.1%. The annual dividend is expected to be raised by 19 yen per share at the end of the period, with a substantial increase of 47.5 yen compared to the previous year, to 123 yen.
Order intake for the April-September period increased by 7.3% compared to the same period last year, reaching an all-time high for the first half.Updated.The record high in industrial facility construction orders was driven by orders for semiconductor factories and data centers, among others.Led by this, it became the highest.
株価は12月12日に上場来高値を付けた。Established in 1903, a major comprehensive equipment construction company. It mainly focuses on HVAC and plumbing installations, and also engages in electrical, fire protection facilities, and machinery equipment installation works.
For the interim period of the fiscal year ending in March 2025 (April to September), revenue increased by 15.6% compared to the same period last year, operating profit nearly doubled, and net profit increased by about 2.3 times.Due to the progress of large-scale projects in factories and data centers, the revenue and operating profit reached an all-time high.Updated.
Full-year guidance will be revised upward at the time of the interim earnings release, with revenue expected to increase by 26.6% year-on-year, operating profit by 60.9%, and net profit by 43.1%. The annual dividend is expected to be raised by 19 yen per share at the end of the period, with a substantial increase of 47.5 yen compared to the previous year, to 123 yen.
Order intake for the April-September period increased by 7.3% compared to the same period last year, reaching an all-time high for the first half.Updated.The record high in industrial facility construction orders was driven by orders for semiconductor factories and data centers, among others.Led by this, it became the highest.
◆ $Hibiya Engineering (1982.JP)$
A construction company that specializes in air conditioning facilities as its main focus, also dealing with sanitation, electricity, and information communications. Established for the construction of telephone exchanges by the former Nippon Telegraph & Telephone Corp (now NTT), with about 40% of revenue still coming from the NTT Group.Has expertise in datacenter cooling technology.Possessing.
For the interim results of the fiscal year ending March 2025 (April-September), revenue increased by 14.1% compared to the same period last year, operating profit increased by about 3.3 times, and net profit increased by about 2.7 times.Revenue from data centers and information-related sales increased by about 42% compared to the same period last year (on a standalone basis).The annual dividend is maintained in line with the original forecast, with a per-share dividend of 88 yen, an increase of 2 yen from the previous year.
The full-year outlook maintains an 8.6% increase in revenue, a 2.8% increase in operating profit, and a 4.2% decrease in net profit.At the midpoint, the progress rate of operating profit is 55%, and net profit is 56%.has been achieved.
The order amount for April to September has decreased by 39.8% compared to the same period last year, but the company cites strategic advancement "taking into account the level of work carried out and construction capabilities strategically."They plan to expand orders mainly around large data centers in the second half. and believe that achieving the performance forecast for the full year is fully achievable.
The stock price reached a new high on December 10th since listing.
A construction company that specializes in air conditioning facilities as its main focus, also dealing with sanitation, electricity, and information communications. Established for the construction of telephone exchanges by the former Nippon Telegraph & Telephone Corp (now NTT), with about 40% of revenue still coming from the NTT Group.Has expertise in datacenter cooling technology.Possessing.
For the interim results of the fiscal year ending March 2025 (April-September), revenue increased by 14.1% compared to the same period last year, operating profit increased by about 3.3 times, and net profit increased by about 2.7 times.Revenue from data centers and information-related sales increased by about 42% compared to the same period last year (on a standalone basis).The annual dividend is maintained in line with the original forecast, with a per-share dividend of 88 yen, an increase of 2 yen from the previous year.
The full-year outlook maintains an 8.6% increase in revenue, a 2.8% increase in operating profit, and a 4.2% decrease in net profit.At the midpoint, the progress rate of operating profit is 55%, and net profit is 56%.has been achieved.
The order amount for April to September has decreased by 39.8% compared to the same period last year, but the company cites strategic advancement "taking into account the level of work carried out and construction capabilities strategically."They plan to expand orders mainly around large data centers in the second half. and believe that achieving the performance forecast for the full year is fully achievable.
The stock price reached a new high on December 10th since listing.
Subcontractors of air conditioning equipment construction including the above 4 companies, 7 brands.
【Subcontractors for electrical equipment construction 2 brands】
◆ $Sumitomo Densetsu (1949.JP)$
Parent company's $Sumitomo Electric Industries (5802.JP)$holdings exceed 50%. Electrical installation work accounts for about 60% of revenue, but also handles facility construction such as information and communications, air conditioning, and plants.
The interim (April-September) financial report for the fiscal year ending March 25, revenue increased by 13.4% compared to the same period last year to a record high, operating profit doubled, and net profit increased by about 1.8 times.25 fiscal year interim (April-September) financial report: Revenue increased by 13.4% compared to the same period last year, reaching an all-time high, operating profit doubled, and net profit increased by about 1.8 times.Progress on large-scale projects such as data centers that were ordered the previous year contributed to the increase.
Full-year forecast was upwardly revised at the time of the interim earnings announcement, expecting a 7.8% increase in revenue from the previous year, a 23.5% increase in operating profit, and a 5.4% increase in net profit. The annual dividends are expected to be increased by 3 yen per share at the interim and year-end, totaling 106 yen, up 14 yen from the previous year.
Although the order amount from April to September decreased by 8.5% compared to the same period last year, the focus was on profitability by narrowing down projects, taking advantage of ample backlog of projects.Backlog of projects increased by 14.0% from the same period last year, reaching an all-time high including the full year.This marks the highest order intake for the period of April-September.
The stock price hit a new all-time high on November 25th since its listing.
◆ $Sumitomo Densetsu (1949.JP)$
Parent company's $Sumitomo Electric Industries (5802.JP)$holdings exceed 50%. Electrical installation work accounts for about 60% of revenue, but also handles facility construction such as information and communications, air conditioning, and plants.
The interim (April-September) financial report for the fiscal year ending March 25, revenue increased by 13.4% compared to the same period last year to a record high, operating profit doubled, and net profit increased by about 1.8 times.25 fiscal year interim (April-September) financial report: Revenue increased by 13.4% compared to the same period last year, reaching an all-time high, operating profit doubled, and net profit increased by about 1.8 times.Progress on large-scale projects such as data centers that were ordered the previous year contributed to the increase.
Full-year forecast was upwardly revised at the time of the interim earnings announcement, expecting a 7.8% increase in revenue from the previous year, a 23.5% increase in operating profit, and a 5.4% increase in net profit. The annual dividends are expected to be increased by 3 yen per share at the interim and year-end, totaling 106 yen, up 14 yen from the previous year.
Although the order amount from April to September decreased by 8.5% compared to the same period last year, the focus was on profitability by narrowing down projects, taking advantage of ample backlog of projects.Backlog of projects increased by 14.0% from the same period last year, reaching an all-time high including the full year.This marks the highest order intake for the period of April-September.
The stock price hit a new all-time high on November 25th since its listing.
◆ $Kandenko (1942.JP)$
A key player in domestic electrical construction, part of the top two companies in the country. $Tokyo Electric Power (9501.JP)$Although they hold a 46% stake in an equity method affiliate, the ratio of TEPCO Group's sales to revenue remains at just under 30%.
For the interim period (April-September) of the 25th fiscal year, the revenue increased by 9.5% compared to the same period last year, operating profit increased by 61.5%, and net profit increased by 55.5%. Within the company itself, sales related to indoor wiring and environmental equipment construction for data centers increased by 37% compared to the same period last year, and 2.6 times compared to two years ago.The full-year forecast was revised upward before the interim announcement, with revenue expected to increase by 5.8% compared to the previous year, operating profit by 5.0%, and net profit by 5.3%. They expect to add an additional 4 yen per share for both mid-year and year-end dividends, forecasting an increase of 10 yen from the previous year to 51 yen. The individual order intake for April to September increased by 21.5% compared to the same period last year, with data center-related orders increasing by 12.4% over the previous year. The stock price hit an all-time high since listing on November 14th.is in effect.
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The stock price hit an all-time high since listing on November 14th.
A key player in domestic electrical construction, part of the top two companies in the country. $Tokyo Electric Power (9501.JP)$Although they hold a 46% stake in an equity method affiliate, the ratio of TEPCO Group's sales to revenue remains at just under 30%.
For the interim period (April-September) of the 25th fiscal year, the revenue increased by 9.5% compared to the same period last year, operating profit increased by 61.5%, and net profit increased by 55.5%. Within the company itself, sales related to indoor wiring and environmental equipment construction for data centers increased by 37% compared to the same period last year, and 2.6 times compared to two years ago.The full-year forecast was revised upward before the interim announcement, with revenue expected to increase by 5.8% compared to the previous year, operating profit by 5.0%, and net profit by 5.3%. They expect to add an additional 4 yen per share for both mid-year and year-end dividends, forecasting an increase of 10 yen from the previous year to 51 yen. The individual order intake for April to September increased by 21.5% compared to the same period last year, with data center-related orders increasing by 12.4% over the previous year. The stock price hit an all-time high since listing on November 14th.is in effect.
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The stock price hit an all-time high since listing on November 14th.
4 stocks in electrical equipment construction subcontracting including the above 2 companies.
Other stocks benefiting from the special demand for data centers
2 stocks related to air conditioning
2 stocks related to air conditioning
3 stocks in information and communication equipment construction subcontracting
Related stocks: $Takasago Thermal Engineering (1969.JP)$、 $Shin Nippon Air Technologies (1952.JP)$、 $Taikisha (1979.JP)$、 $Nippon Densetsu Kogyo (1950.JP)$、 $Kinden (1944.JP)$、 $Nihon Dengi (1723.JP)$、 $Kimura Kohki (6231.JP)$、 $Exeo Group (1951.JP)$、 $MIRAIT One (1417.JP)$、 $Comsys Holdings (1721.JP)$
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HONDA N-ONE : This kind of thing may contribute to the positive direction of performance, of course, but whether it is a significant proportion as a whole portfolio of the business is a separate issue. So, it is quite questionable whether the stock price will rise.