Added to YB: 2026-07-14
Pitch date: 2026-07-11
5018.T [neutral]
MORESCO Corporation
-8.32%
current return
Author Info
JapaneseIPO writes about unknown but growing Japanese small cap stocks. Sign up for the newsletter.
Company Info
MORESCO Corporation, together with its subsidiaries, manufactures and sells chemical products in Japan, China, Southeast/South Asia, and North America.
Market Cap
JPY 21.3B
Pitch Price
JPY 2.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.08
P/E
10.54
EV/Sales
0.63
Sector
Chemicals
Category
growth
Moresco (5018) – Are AI/Data Center trades over?
5018.T (overview): Japanese specialty chemical small-cap (¥22Bn, 0.88x P/B) used as AI/DC demand gauge. Dominant in HDD surface lubricants for nearline data-center storage. Blowout Q1 FY2/27: rev +9.3%, op profit +106%, net +200% on mix shift; stock limit-up +20% to ¥2,320. No guidance raise (conservatism). Signals AI buildout intact deep in supply chain; key catalyst = hyperscaler late-July capex guidance.
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