Added to YB: 2025-07-30
Pitch date: 2025-07-28
4063.T [bullish]
Shin-Etsu Chemical Co., Ltd.
+10.53%
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 4.4K
Price Target
5.7K (+18%)
Dividend
N/A
EV/EBITDA
8.41
P/E
18.34
EV/Sales
2.99
Sector
Chemicals
Category
growth
Shin-Etsu Chemical Co., Ltd. - $4063.T
4063.T: Japanese chemical giant at 10% discount after Q1 miss, poised for 20% annual returns on triple catalysts: 1) Silicon wafer business benefits from AI/chip boom 2) PVC sales rise with infrastructure spending 3) Trade tariff easing. Debt-free with 20% net margins, 33% op margins, ¥500B buyback (10%). Trades 14x PE vs peers at 20x+.
Read full article (14 min)