PSA Chemicals: Kaneka (4118 JT) – Focus on the Fundamentals
Kaneka (4118 JT) – Focus on the FundamentalsTags: Asics Corp (7936 JT), Shiseido (4911 JT), Seven & i Holdings (3382 JT), E.I. Du Pont De Nemours (DD US), Ube Industries (4208 JT), Sumitomo Chemical (4005 JT), Panasonic (6752 JT), Terumo Corp (4543 JT), JMS Co. (7702 JT), Carrefour SA (CA FP), Eisai (4523 JT), Toray (3402 JT), Asahi Kasei (3407 JT)
Kaneka is implementing a renewed growth strategy, focused on leading-edge products and new businesses, which we expect to take OP back to highs not seen since FY05. Opportunity comes from the fact that shares have been aggressively sold on a scandal which appears unlikely to affect underlying fundamentals; valuations are undemanding.
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.