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Mitsubishi Chemical (4188 JP)
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28
Analysis
Materials
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Japan
Mitsubishi Chemical Holdings Corporation is a holding company established through the merger of Mitsubishi Chemical and Mitsubishi Pharma. The Company manages operation of its subsidiaries.
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bullish
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Thematic (Sector/Industry)
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30 Jan 2023 06:54
Good Morning Japan |SPX Break Out In Sight ! ; PCE Inflation Delivers; Fed +25bps ? ; Awful INTEL
NKY Futs vs Cash +0.1%; Tokyo Dec CPI highest since 1981; GS sees highest base pay hike in decades.; Fanuc 3Q beats on Robots; Sagawa hikes...
Mark Chadwick
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240 Views
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bullish
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Shin Etsu Chemical
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28 Jul 2022 15:12
Shin-Etsu Chemical (4063 JP) Salutary Earnings, Conservative Forecasts, and Another Buyback
Shin Etsu Chem (4063) is cheapest in a decade to peers on an EV/forward EBIT and forward PER basis. Blowout Q1 earnings and another big buyback. ex...
Travis Lundy
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319 Views
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bullish
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Resonac Holdings
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04 Sep 2021 20:05
Showa Denko (4004 JP) Offering - Supply, Passive Demand, and Opportunity
Showa Denko's offering is not ginormous, but it is BIG. And it will engender a fair bit of passive flow. The question is whether investors will buy...
Travis Lundy
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337 Views
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bullish
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Wisdomtree Japan Hedged Eq
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30 Aug 2021 11:19
Critical Supports Holding in the US, Europe, & Japan; Buying Health Care, Utilities, Materials, Tech
Various indicators are making a turn for the better, including early signs of interest rates bottoming in the US and Germany, a false breakdown in...
Vermilion Research
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126 Views
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bullish
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Shanghai Shenzhen CSI 300 Inde
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28 May 2021 08:07
Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
Vermilion Research
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169 Views
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