Added to YB: 2026-05-05
Pitch date: 2026-05-01
4202.T [bullish]
Daicel Corporation
Author Info
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Company Info
Daicel Corporation engages in the materials, medical/healthcare, smart, safety, and engineering plastics businesses in Japan and internationally.
Market Cap
JPY 316.3B
Pitch Price
N/A
Price Target
N/A
Dividend
4.84%
EV/EBITDA
N/A
P/E
7.98
EV/Sales
0.99
Sector
Chemicals
Category
value
The Stock the AI Tourists Won’t Find - Daicel Corporation
4202.T: Japanese chemicals co mispriced as cyclical while holding AI/health exposure via LCP for GPU sockets/server cooling, photoresist polymers, electronic solvents & chiral separation tools. 9M FY26: Medical/Healthcare sales +10.7%, op profit +75%; Smart swung to profit. Trades low P/E, P/B despite LCP Taiwan capacity live Feb 2025 & AI server content growth. Risk: thematic segments still small vs legacy Materials/Plastics.
Read full article (6 min)