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Resonac Holdings
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Resonac Holdings Community
TSE:4004 Community
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Resonac Holdings
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Resonac Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Sustainability Trends Will Increase Costs But Spur Efficiency Gains
Key Takeaways Rising sustainability demands, regulatory pressures, and aging assets threaten to constrain earnings growth and require ongoing high investment. Heightened geopolitical risks, tough competition, and merger integration challenges could erode market share, complicate operations, and depress profitability.
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JP¥3.3k
FV
40.9% overvalued
intrinsic discount
-6.00%
Revenue growth p.a.
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6 days ago
author updated this narrative
Resonac Holdings
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Electrification And Digital Data Will Boost Advanced Materials
Key Takeaways Strategic focus on semiconductor materials and operational synergy from integrations positions Resonac for superior growth, higher margins, and recurring cost savings relative to peers. Portfolio streamlining and reinvestment in specialty chemicals will drive sustained revenue, boost returns, and support long-term financial flexibility.
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JP¥5.7k
FV
18.4% undervalued
intrinsic discount
3.55%
Revenue growth p.a.
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6 days ago
author updated this narrative
Resonac Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In AI Semiconductors Will Open Future Market Opportunities
Key Takeaways Aggressive investments in AI semiconductors and R&D integration aim to capitalize on market growth, potentially boosting revenues and improving net margins through innovation. Commitment to sustainable initiatives and business portfolio reforms could improve operational efficiency and profitability while aligning with global environmental trends.
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JP¥4.48k
FV
3.8% overvalued
intrinsic discount
0.54%
Revenue growth p.a.
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13 days ago
author updated this narrative