PSA Chemicals: Tosoh Corporation (4042 JT) Initiation : Improving Risk-Reward Profile – Balanced Mix of Cyclical and Growth
Joel Scheiman adds to his series of long shelf-life, in-depth reports with this report initiating coverage of Tosoh. After two years of decline, he finds that earnings look set to recover. Key to this improvement is Tosoh's involvement in quartz glass and ultra-pure water for the semiconductor industry. Joel explains Tosoh's complex production network, detailing supply chains and products. The advanced materials section of the report is an eye-popper.Tosoh is engaged in the manufacture and sale of basic chemicals, petrochemicals, specialty products and fine chemicals. Petrochemicals segment offers olefins including ethylene, propylene, cumene and aromatic compounds; and polymers including polyvinyl chloride and polyethylene. Chlor-Alkali segment offers caustic soda, vinyl chloride monomer, calcium hypochlorite and sodium bicarbonate. Specialty segment offers organic chemicals including ethyleneamines, bromine, hydrobromic acid, flame retardants, nonaqueous solvents and chelating agents; battery materials and advanced materials; and bioscience products including chromatographic columns, separation media and clinical diagnostic systems.
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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