Specialty and Performance Chemicals

Shin-Etsu Chemical Co Ltd

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Shin-Etsu Chemical Announces Secondary Stock Offering

4063

SHECY

Shin‑Etsu Chemical (4063) has initiated a self-tender offer to buy back shares at ¥5,235 each, with a total repurchase target of approximately ¥52.8 billion. The company, known for silicon wafers and PVC production, may benefit from its rare-earth operations linked to a significant deep-sea rare-earth deposit.

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Shin-Etsu Chemical Co., Ltd.

Key facts: Shin‑Etsu launches ¥5,235 buyback; rare‑earth ops benefit

4186

SOXX

A magnitude 7.7 earthquake struck northeastern Japan yesterday, affecting four major semiconductor clusters. The photoresist sector faced the heaviest impact: Tokyo Ohka Kogyo and Shin-Etsu Chemical's Fukushima plants suspended operations, with recalibration expected to take 4 to 8 weeks, covering 25% of global advanced capacity and becoming the biggest supply chain variable. Kioxia's Iwate NAND plant suffered no structural damage, but its resumption timeline remains uncertain, potentially triggering short-term volatility in the memory market

- On April 20, a 7.7 magnitude earthquake struck off the coast of northeastern Japan, affecting key semiconductor regions and raising supply chain concerns.  
- Kioxia's NAND factory in Iwate has paused operations for inspections, with uncertain timelines for full recovery, while the photolithography supply chain faces significant pressures with major factories halting production.  
- Analysts emphasize that the recovery of TOK and Shin-Etsu’s production lines will be critical to watch in the coming weeks, as their facilities account for a substantial share of the global advanced photolithography capacity.

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Japan Earthquake Shakes Semiconductor Chain: Kioxia NAND Production Halted, Critical Photoresist Plants Idle for 4-8 Weeks

7970

Goldman Sachs has reaffirmed a Buy rating on Shin-Etsu Chemical Co (SHECF) with a price target of Yen6,000.00, while the shares closed at Yen4,908.00. Analyst Atsushi Ikeda, who covers the Basic Materials sector, has an average return of -2.6% and a 43.48% success rate. Additionally, TipRanks also issued a Buy rating for the company, but downgraded it to Hold on the same day.

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Goldman Sachs Reaffirms Their Buy Rating on Shin-Etsu Chemical Co (SHECF)

Shin-Etsu Chemical Co., Ltd. reported its third-quarter results, missing revenue estimates by 2.1% but beating earnings per share (EPS) expectations by 5.1%. Following the report, shares fell 8.9%. Analysts forecast revenues of JP¥2.71 trillion for 2027, reflecting a 5.5% increase, with EPS expected to grow 13% to JP¥292. The consensus price target remains at JP¥5,582, indicating stable expectations despite a slowdown in revenue growth compared to historical rates. Analysts' views on the stock's future vary, but overall estimates suggest growth in line with industry averages.

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Shin-Etsu Chemical Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

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The Nikkei index in Japan rose by 16 points, closing at 53,375 points. Advantest's quarterly operating profit increased by 64%, and its stock price rose by 5.2%. Heavy industry and automotive stocks performed well, with Mitsubishi Heavy Industries, Kawasaki Heavy Industries, and Toyota all rising. Shin-Etsu Chemical rebounded by 0.9%, while other artificial intelligence and semiconductor stocks had mixed performances. Gold and silver prices reached new highs, with resource stocks such as Sumitomo Metal Mining rising by 9.5%

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"Asian Stocks" Nikkei Index rose 16 points throughout the day, Advantest surged 5% after earnings, heavy industry and automotive stocks climbed

6146

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TOELY

The Japanese stock market fluctuated in the morning session, with profit-taking seen in semiconductor-related stocks, but Advantest's rise supported the market. The Nikkei average opened down 57 points and fell 84 points or 0.2% to 53,274 points at midday. Advantest's quarterly operating profit rose 64% year-on-year, with its stock price increasing by 6.7%. Shin-Etsu Chemical rebounded by 1.5%. Stocks such as SoftBank, Discus, and Tokyo Electron declined, while wire and bank stocks performed weakly; however, heavy industry and automotive stocks saw some gains. The USD/JPY exchange rate was 153.11

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"Asian Stocks" Japanese stocks fluctuated and fell 84 points or 0.2% in the half-day, Advantest surged nearly 7% after earnings

Shin-Etsu Chemical Co Ltd(4063.JP)

Key facts: Shin‑Etsu launches ¥5,235 buyback; rare‑earth ops benefit

Japan Earthquake Shakes Semiconductor Chain: Kioxia NAND Production Halted, Critical Photoresist Plants Idle for 4-8 Weeks

Goldman Sachs Reaffirms Their Buy Rating on Shin-Etsu Chemical Co (SHECF)

Shin-Etsu Chemical Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

"Asian Stocks" Nikkei Index rose 16 points throughout the day, Advantest surged 5% after earnings, heavy industry and automotive stocks climbed