Specialty and Performance Chemicals

Sumitomo Chemical Co., Ltd.

Japan's ethylene production plummets due to shortage of naphtha

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Sumitomo Chemical (TSE:4005) reported higher net income and earnings per share despite declining sales, aided by foreign exchange gains. The stock fell 3.66% to ¥600.8 post-earnings but has a 32.98% year-to-date return. Analysts consider it 2% overvalued at a fair value of ¥589.7, highlighting risks like weaker petrochemical margins. The stock trades at a P/E of 16.3x, above the industry average, suggesting potential upside but also re-rating risk. Investors are encouraged to explore other opportunities in the market.

Simplywall

KOEI CHEMICAL COMPANY LIMITED

A Look At Sumitomo Chemical (TSE:4005) Valuation After Its Rebound In Annual Earnings

Morgan Stanley analyst Takato Watabe has maintained a Buy rating on Sumitomo Chemical Co (SOMMF), setting a price target of Yen850.00. The overall analyst consensus for the company is a Moderate Buy, with an average price target of Yen849.30. Watabe is ranked #4566 out of 12188 analysts according to TipRanks.

Tip Ranks

Morgan Stanley

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Morgan Stanley Remains a Buy on Sumitomo Chemical Co (SOMMF)

Sumitomo Pharma Co., Ltd. reported significant year-on-year gains for the fiscal year ending March 31, 2026, with net sales rising 82.9% to ¥249.5 billion and ordinary income increasing over fourfold. This growth is attributed to the acquisition of U.S. assets and a partial stake sale in an Asian business. Despite these gains, the overall impact on Sumitomo Chemical's consolidated earnings forecast is deemed immaterial. The current analyst rating for Sumitomo Chemical Co. (JP:4005) is a Hold with a price target of Yen520.00.

Sumitomo Dainippon Pharma Co. Ltd.

Sumitomo Pharma Profit Jumps on U.S. Asset Transfer and Asian Stake Sale

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In a report released today, from Macquarie maintained a Buy rating on Sumitomo, with a price target of Yen7,500.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Strong Buy analyst consensus rating for Sumitomo with a Yen7,500.03 average price target.

Sumitomo Heavy Industries, Ltd.

Sumitomo Corporation

Macquarie Group Limited

Macquarie Group

Macquarie Sticks to Its Buy Rating for Sumitomo (SSUMF)

Sumitomo Chemical Company (TSE:4005) is set to hold a board meeting on April 8, 2026, to discuss issuing new shares and a secondary offering, which may impact its capital structure and investor perceptions of dilution risk. Currently priced at ¥529.1, the company has seen a 30-day return of 4.69% and a year-to-date return of 17.11%, with a total shareholder return of 64.23% over the past year. Analysts suggest the stock is fairly valued at ¥529.18, but execution risks remain due to potential margin pressures and currency fluctuations.

Assessing Sumitomo Chemical (TSE:4005) Valuation As Board Weighs New Share Issue And Secondary Offering

ALMU

TSEM

SOXX

FTXL

Aeluma has secured over $4 million in contracts through a partnership with Tower Semiconductor and Sumitomo Chemical Advanced Technology. This collaboration focuses on wafer production and fabrication, aiming to enhance manufacturing capabilities. The partnership is expected to increase wafer production and reduce costs, indicating a positive outlook for the future of wafer manufacturing.

Unusual Whales

Aeluma

Tower Semicon

VanEck Semiconductor ETF

Invesco Semiconductors ETF

SPDR S&P Semicon

iShares Semiconductor ETF

First Trust Nasdaq Food & Semicon

Aeluma Secures More Than $4 Million in Contracts for Quantum Materials and Lasers

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The global fine chemicals market is projected to grow from USD 175.36 billion in 2025 to USD 185.0 billion in 2026, reaching USD 315.0 billion by 2036, with a CAGR of 5.5%. Key drivers include tightening regulations, evolving pharmaceutical demands, and a shift towards long-term supply security. Active Pharmaceutical Ingredients (APIs) dominate the market, with pharmaceuticals leading applications. The Asia Pacific region, particularly India and China, is the fastest-growing area. Manufacturers are focusing on compliance, premium pricing, and strategic sourcing to adapt to changing market dynamics and regulatory pressures.

prnewswire

Sumitomo Seika Chemicals Co., Ltd.

First Trust NYSE Arca Biotech Index Fd

02:42 ETGlobal Fine Chemicals Market Trends 2026-2036: Regional Growth Strategies from Sumitomo Chemical to IPCA Laboratories | Future Market Insights, Inc.

Sumitomo Seika Completes Near-Full ¥1 Billion Share Buyback Program

Sumitomo Seika Completes Near-Full ¥1 Billion Share Buyback Program

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The Nikkei 225 Index fell over 3% to ¥53,370, marking a 10.10% decline from its yearly high, influenced by global inflation concerns and rising energy prices amid the Iran war. The Bank of Japan noted energy risks in its recent interest rate decision, leaving rates unchanged but hinting at future hikes. Most Japanese stocks declined, with significant drops in companies like Sumitomo Metal Mining and Tokyo Electric Power. Technical analysis suggests further declines, with a potential target of ¥51,388 and key support at ¥50,000.

Sumitomo Chemical Co., Ltd.(4005.JP)

A Look At Sumitomo Chemical (TSE:4005) Valuation After Its Rebound In Annual Earnings

Morgan Stanley Remains a Buy on Sumitomo Chemical Co (SOMMF)

Sumitomo Pharma Profit Jumps on U.S. Asset Transfer and Asian Stake Sale

Macquarie Sticks to Its Buy Rating for Sumitomo (SSUMF)

Assessing Sumitomo Chemical (TSE:4005) Valuation As Board Weighs New Share Issue And Secondary Offering