Update shared on 01 Nov 2025
Analysts have maintained their price target for Resonac Holdings at ¥5,476, citing only minimal adjustments to the discount rate and earnings assumptions. These changes do not materially alter their outlook for the stock.
What's in the News
- Resonac Corporation has announced the formation of ‘JOINT3,’ a consortium of 27 leading global companies focused on developing materials and design tools for panel-level organic interposers in semiconductor packaging (Key Developments).
- The JOINT3 consortium will collectively use a prototype production line for manufacturing 515 x 510mm panel-level organic interposers, leveraging a network of partners from Japan, the United States, Singapore, and other countries (Key Developments).
- Resonac is establishing the ‘Advanced Panel Level Interposer Center (APLIC)’ at its Shimodate Plant in Ibaraki Prefecture, Japan. This facility will serve as the hub for the initiative and is scheduled to begin operations in 2026 (Key Developments).
- This collaboration aims to address industry challenges as the shift from silicon to organic interposers accelerates and is targeting more efficient production compared to traditional wafer-based methods (Key Developments).
- Participating companies in the consortium include notable industry names such as AGC Inc., Applied Materials, Canon Inc., Hitachi High-Tech Corporation, Tokyo Electron Ltd., and 3M Company, among others (Key Developments).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at ¥5,476.
- The discount rate has decreased slightly from 7.22% to 7.14%.
- Revenue growth projection is virtually unchanged, at approximately 35.19%.
- Net profit margin forecast experienced a negligible decrease, moving from 5.62% to 5.62%.
- The future P/E ratio has declined marginally from 15.76x to 15.73x.
Disclaimer
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