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Sekisui Chemical
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Japan Demographic Decline And Rising Costs Will Hinder Growth
Key Takeaways Demographic decline and heavy domestic reliance constrain growth in housing, while weak overseas performance raises risks of long-term stagnation. Rising regulatory, input, and innovation pressures threaten margins, competitiveness, and profitability across traditional chemical and construction businesses.
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JP¥2.40k
FV
13.6% overvalued
intrinsic discount
3.00%
Revenue growth p.a.
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Sekisui Chemical
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Eco Materials And Healthcare Diagnostics Will Unlock Secular Opportunities
Key Takeaways Expansion in high-performance plastics and solar, plus localization in healthcare, positions Sekisui for significant international growth and margin improvement across multiple sectors. Strong demand for sustainable materials and digital construction enables Sekisui to leverage operating efficiencies and build stable, high-margin revenues despite market cycles.
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JP¥3.38k
FV
19.3% undervalued
intrinsic discount
5.31%
Revenue growth p.a.
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THK
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Declining Industrial Trends Will Outweigh Modest Automation Gains
Key Takeaways Structural industry shifts and competitive pricing pressures threaten THK's market position, compressing margins and limiting recovery prospects even with internal cost measures. Reliance on legacy products and slow business transformation expose THK to persistent earnings volatility and risk of obsolescence amid changing industrial and geopolitical landscapes.
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JP¥3.00k
FV
37.5% overvalued
intrinsic discount
0.66%
Revenue growth p.a.
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3 days ago
author updated this narrative
MINEBEA MITSUMI
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Reshoring And ESG Pressures Will Erode Global Margins
Key Takeaways Rising reshoring, deglobalization, and regulatory pressures will inflate costs and erode operating efficiency, weighing on profit margins and free cash flow. Overexposure to cyclical markets and technological disruption threatens core product relevance, revenue stability, and long-term market share.
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JP¥2.10k
FV
23.9% overvalued
intrinsic discount
1.51%
Revenue growth p.a.
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3 days ago
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Kawasaki Heavy Industries
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Regulation And Global Decarbonization Will Cripple Legacy Demand
Key Takeaways Transition risks from decarbonization and demographic stagnation threaten both revenue growth and legacy product demand, pressuring long-term profitability. High costs, overcapacity, and strong competition may limit margin expansion and weaken returns, despite investments in green technology.
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JP¥6.73k
FV
61.7% overvalued
intrinsic discount
4.78%
Revenue growth p.a.
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0
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3 days ago
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Fuji Electric
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Decarbonization Policies And Tariffs Will Erode Legacy Margins
Key Takeaways Escalating regulatory, geopolitical, and competitive pressures threaten profitability, supply chains, and the relevance of core product lines amid industry shifts to cleaner technologies. Slower innovation and reliance on legacy products expose Fuji Electric to market share loss, margin compression, and long-term revenue declines due to evolving customer needs.
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JP¥6.70k
FV
38.6% overvalued
intrinsic discount
2.81%
Revenue growth p.a.
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0
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3 days ago
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IHI
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Rising Regulatory And Geopolitical Pressures Will Crush Margins
Key Takeaways Government cost controls, regulatory pressures, and global trade disruptions threaten IHI's revenue growth, pricing power, and margins across core business segments. Reliance on mature products, increased competition, and mounting compliance costs are likely to limit organic growth and compress long-term profitability.
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JP¥9.76k
FV
76.4% overvalued
intrinsic discount
3.86%
Revenue growth p.a.
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3 days ago
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Toyota Tsusho
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Decarbonization And Trade Barriers Will Cripple Legacy Models
Key Takeaways Stricter climate regulations, technological disruption, and ESG pressures threaten legacy profit sources, potentially leading to slower growth and higher operating risk. Heavy reliance on automotive operations and concentrated exposure to key markets magnify vulnerability to industry shifts, geopolitical tensions, and supply chain disruptions.
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JP¥2.70k
FV
44.2% overvalued
intrinsic discount
2.45%
Revenue growth p.a.
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0
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3 days ago
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Nidec
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Rising Inflation And Global Tensions Will Squeeze Margins
Key Takeaways Rising manufacturing, compliance, and R&D costs are set to compress margins and threaten Nidec's historic cost advantage amid global inflation and regulatory pressures. Elevated exposure to integration, geopolitical, and price competition risks may undermine growth, profitability, and stability in key and emerging markets.
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JP¥2.60k
FV
10.4% overvalued
intrinsic discount
1.97%
Revenue growth p.a.
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0
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3 days ago
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