Primer: Sumitomo Chemical (4005 JP) - Aug 2026
Strategic Pivot to High-Growth Sectors: Sumitomo Chemical is aggressively shifting its portfolio from cyclical petrochemicals towards...
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StubWorld: Sumitomo Chemical/Sumitomo Pharma, Hyundai Motor/ Kia Corp, Ecopro Co/Ecopro BM
For a change of pace in my StubWorld insights, this piece briefly canvasses a clutch of Holdco's trading at extreme levels, in both "set-up" and...
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Yokogawa Electric (6841): Catch Up
Yokogawa Electric's management has ramped up its digitalization initiatives that should improve OPM closer to 15% and therefore should see its...
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OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
630 Views
[Wafer Watch] Foundry Loading, 3nm Scarcity, and New Materials Constraints
Samsung’s utilisation improves, TSMC’s 3nm is sold out, InP substrates tighten, and CXMT accelerates its DRAM build-out.
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