Professional
Added to YB: 2025-12-05
Pitch date: 2025-09-30
4063.T [bullish]
Shin-Etsu Chemical Co., Ltd.
+0.79%
current return
Author Info
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Company Info
Shin-Etsu Chemical Co., Ltd. provides infrastructure, electronics, and functional materials in Japan.
Market Cap
JPY 8.9T
Pitch Price
JPY 4.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.41
P/E
18.34
EV/Sales
2.99
Sector
Chemicals
Category
turnaround
Show full summary:
Antipodes Global Value New Position: Shin-Etsu Chemical Co., Ltd.
4063.T (new position): Global leader in PVC, silicones & polysilicon wafers with high barriers to entry. PVC benefits from low-cost US assets, silicones demand grows 2x GDP, leading 300mm wafer position for AI servers (3x silicon vs traditional). 16x forward P/E, high single digit growth, 20% market cap in cash, potential corporate action upside.
Read full article (1 min)