PSA Chemicals: Kaneka (4118 JT) – Value and Environment
Kaneka has record profits in sight for the first time since FY05, but the share price doesn’t reflect it. This puts valuations at levels which are very low, even conceding a conglomerate discount. Biodegradable plastic Green Planet, growing medical devices, bio-CDMO services and new solar cells should all contribute to a positive medium-term outlook.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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