What smart money is saying about CKD Corporation
6407.T
No fund has written a full thesis on CKD Corporation in our archive, but 1 fund letter reports a position in it — most recently Hennessy Japan Small Cap Fund in May 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in CKD Corporation on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- May 2026
“During the month, key positive contributors to the Fund’s performance included Musashi Seimitsu Industry Co., Ltd., CKD Corporation, and Daihen Corporation. Musashi Seimitsu Industry benefited from heightened investors’ focus on its hybrid supercapacitors, which are used to stabilize power supplies in AI servers in data centers. Following Oracle’s announcement of an expanded partnership with Google Cloud, among other developments, market attention turned to the expansion of AI data centers. This, in turn, fueled increased expectations for demand for hybrid supercapacitors and boosted the company’s share price. Shares of both CKD and Daihen also advanced during the period, as strong momentum in the semiconductor manufacturing equipment and factory automation sectors increased expectations for their earnings growth.”
CKD Corporation
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