Added to YB: 2025-09-03
Pitch date: 2025-08-31
4972.T [neutral]
Soken Chemical & Engineering Co., Ltd.
+54.65%
current return
Author Info
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Company Info
Soken Chemical & Engineering Co., Ltd. manufactures and sells acrylic pressure-sensitive adhesives, functional polymers, organic fine particles, and adhesive tapes in Japan, China, and internationally.
Market Cap
JPY 28.0B
Pitch Price
JPY 1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.86
P/E
7.21
EV/Sales
0.33
Sector
Chemicals
Category
value
Four Japanese Chemical Small Caps - Soken Chemical & Engineering Co., Ltd.
4972.T (quick overview): Japanese LCD adhesives co, 55% China sales, 15% CAGR since 2017. Trading 6-7x P/E on peak 13% margins vs historical 5-10%. 40% market cap in cash, 4% dividend yield. H1 results down 30% but mgmt expects recovery. Tariff/cycle risks from China LCD exposure.
Read full article (2 min)