Mitsubishi Gas Chemical

Mitsubishi Gas Chemical is engaged in the manufacture and sale of organic and inorganic chemicals and advanced materials. Natural Gas Chemicals segment offers methanol, formalin, methanol synthesis catalyst, ammonia, amine and dimethyl ether. Aromatic Chemicals segment offers metaxylene, metaxylenediamini, aromatic aldehydes and plasticizers. Specialty Chemicals segment offers inorganic chemicals, organic titanates, water treatment agents, monomers and adamantane derivatives, as well as engineering plastics including polycarbonate lupilon, polyacetal lupital and high-performance polyamide. Information & Advance Materials segment offers electronic materials and oxygen absorbers.
  • Ticker4182
  • ISINJP3896800004
  • SectorChemicals
  • CountryJapan

Analysts

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

EM Remains In Favor; Shanghai Comp Breaking Out A weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving price and RS trends for these risk-on areas of the market are among the many characteristics consistent with historical bull markets. Therefore, we continue to label this a bull market and we believe global equities are still in the early innings of a broad-based advance. • EM Equities. Price action has remained weak for the US dollar (DXY), which has been great news for EM equities. As outlined in our 12/19/19 Int'l Compass an...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Overweight Global Technology & Industrials The absence of breakdowns in both the US dollar (DXY) and the MSCI EAFE vs. EM ratio along with the positive correlation between the two allows us to continue sticking with EAFE over EM... see charts below. As long as the DXY's uptrend remains intact, we expect EAFE to continue outperforming EM. Below we highlight attractive and actionable themes within developed int'l markets: • Technology and Industrial Manufacturing. Technology and Industrials continue to be two of the most attractive Sectors globally -- overweight. These two Sectors account fo...

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior