Japan Stock of the Day | Kabutaro & Friends

On August 4, 2026, the most talked-about Japanese stock online was Tomen Devices <2737>.
Background: The semiconductor trading company, Japan's sole authorized distributor for Samsung memory products, has benefited from a historic surge in DRAM and NAND prices driven by generative AI data center demand. On July 30 it sharply raised its full-year forecast (ordinary profit to 2.8 times the previous plan, sales forecast to 1.4 trillion yen) and increased its year-end dividend from 600 yen to 1,640 yen. On this news the stock hit its daily price limit for four consecutive sessions from July 30 through August 4, setting a new all-time high each day, and closed today up 19.12% at 31,150 yen, the second-largest gain on the Tokyo Stock Exchange Prime Market. Its share price has roughly doubled in a week.
The Nikkei 225 closed up 202.63 points at 63,957.53. Tech buying led early on following gains in U.S. stocks the previous day, but the yen strengthened to the upper 157 range per dollar, triggering selling in exporters. The day's top gainer was JPMC <3276> (+21.95%) on MBO-related news. Amid gains in semiconductor, non-ferrous metal, and machinery sectors, Tomen Devices remained the stock drawing the most attention given the scale of its earnings and dividend impact.