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Shin-Etsu: Eyes On Rare Earths Refinery And PVC Prices
Seeking Alpha· 2026-06-19 17:16
Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...
Business Portfolio Evolving; New Sustainable Growth Phase-20260619
摩根士丹利· 2026-06-19 15:10
June 19, 2026 06:30 AM GMT Tokuyama (4043) | Japan Business Portfolio Evolving; New Sustainable Growth Phase | What's Changed | | | | --- | --- | --- | | Tokuyama (4043.T) | From | To | | Price Target | ¥4,700 | ¥6,300 | Tokuyama is selling cement sales rights, and is considering to halt production around 2028; market focus is shifting to Electronic & Advanced Materials (EAM) and Life Science (LS). We forecast OP from continuing businesses to double over next 5 years (CAGR 14%). Key Takeaways Lift PT to ¥6, ...