Added to YB: 2025-10-17
Pitch date: 2025-10-16
4063.T [bullish]
Shin-Etsu Chemical Co., Ltd.
-4.8%
current return
Author Info
No bio for this author
Company Info
Shin-Etsu Chemical Co., Ltd. provides infrastructure, electronics, and functional materials in Japan.
Market Cap
JPY 8.9T
Pitch Price
JPY 4.9K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.41
P/E
18.34
EV/Sales
2.99
Sector
Chemicals
Category
growth
The World's Biggest Wafer Company Supplying TSMC - Shin-Etsu Chemical Co., Ltd.
4063.T: Japan's leading chemical co w/ 30.2% op margins vs 15-20% peers. Dominates PVC, semiconductor silicon wafers, photomask substrates. $2.85B 9mo net profit (+6.4%), guiding $5.41B FY25 ordinary income (+4.2%). Advanced lithography capex in Isesaki targeting AI chip boom. Risks: China overcapacity, geopolitical supply chain shifts. Trades 17-18x forward PE, discount to semi materials peers despite superior returns.
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