Flash | AGC will announce results at 13:00 on July 4. We raised AGC up our preference ranking through May, viewing the June 2 semiconductor- related business briefing as a catalyst. However, we subsequently lowered it as the market digested newsflow and Asian PVC prices retreated. As previously reported, meanwhile, we find low Q2 OP consensus uncomfortable (consensus just over ¥32bn, our forecast ¥37.5bn- ¥39.5bn). Following Q2 results, we think expectations for an upward revision to full-year guidance will ...