Narrative Update • Aug 21
Over the last 7 days, the Commodity Chemicals industry has dropped 3.4%, driven by declines in Toray Industries and Asahi Kasei of 4.1% and 3.6%, respectively. Over the past 12 months, the industry was up 34%. Earnings are forecast to grow by 11% annually.
Has the Japanese Commodity Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | JP¥11.6t | JP¥16.5t | JP¥700.5b | 11.6x | 16.6x | 0.7x |
| Tue, 21 Jul 2026 | JP¥11.4t | JP¥16.1t | JP¥542.7b | 12.9x | 21x | 0.7x |
| Thu, 18 Jun 2026 | JP¥11.8t | JP¥16.1t | JP¥542.2b | 13.1x | 21.7x | 0.7x |
| Sat, 16 May 2026 | JP¥11.2t | JP¥16.1t | JP¥526.5b | 13x | 21.2x | 0.7x |
| Mon, 13 Apr 2026 | JP¥10.7t | JP¥16.0t | JP¥447.6b | 14.3x | 23.8x | 0.7x |
| Wed, 11 Mar 2026 | JP¥10.8t | JP¥16.0t | JP¥447.7b | 14.3x | 24.2x | 0.7x |
| Fri, 06 Feb 2026 | JP¥11.0t | JP¥16.0t | JP¥401.6b | 13.6x | 27.4x | 0.7x |
| Sun, 04 Jan 2026 | JP¥9.6t | JP¥16.1t | JP¥390.4b | 12.3x | 24.5x | 0.6x |
| Tue, 02 Dec 2025 | JP¥9.1t | JP¥16.1t | JP¥390.3b | 12x | 23.4x | 0.6x |
| Thu, 30 Oct 2025 | JP¥8.8t | JP¥16.2t | JP¥360.5b | 12.6x | 24.4x | 0.5x |
| Sat, 27 Sep 2025 | JP¥9.0t | JP¥16.2t | JP¥360.5b | 12.5x | 24.8x | 0.6x |
| Mon, 25 Aug 2025 | JP¥8.9t | JP¥16.2t | JP¥360.3b | 12x | 24.7x | 0.5x |
| Wed, 23 Jul 2025 | JP¥8.3t | JP¥16.4t | JP¥407.5b | 10.7x | 20.4x | 0.5x |
| Fri, 20 Jun 2025 | JP¥8.0t | JP¥16.4t | JP¥407.6b | 10.7x | 19.7x | 0.5x |
| Sun, 18 May 2025 | JP¥8.0t | JP¥16.4t | JP¥392.2b | 10.8x | 20.5x | 0.5x |
| Tue, 15 Apr 2025 | JP¥7.6t | JP¥16.4t | JP¥436.5b | 9.9x | 17.3x | 0.5x |
| Thu, 13 Mar 2025 | JP¥8.4t | JP¥16.4t | JP¥436.6b | 10.9x | 19.3x | 0.5x |
| Sat, 08 Feb 2025 | JP¥8.5t | JP¥16.4t | JP¥499.8b | 11.9x | 17x | 0.5x |
| Mon, 06 Jan 2025 | JP¥8.7t | JP¥16.3t | JP¥486.8b | 12.1x | 17.8x | 0.5x |
| Wed, 04 Dec 2024 | JP¥8.6t | JP¥16.3t | JP¥486.7b | 12.1x | 17.6x | 0.5x |
| Fri, 01 Nov 2024 | JP¥8.2t | JP¥16.1t | JP¥545.8b | 11.5x | 15.1x | 0.5x |
| Sun, 29 Sep 2024 | JP¥8.7t | JP¥16.2t | JP¥550.5b | 11.8x | 15.8x | 0.5x |
| Tue, 27 Aug 2024 | JP¥8.1t | JP¥16.1t | JP¥529.5b | 11.4x | 15.3x | 0.5x |
| Thu, 25 Jul 2024 | JP¥8.5t | JP¥15.8t | JP¥489.0b | 11.3x | 17.3x | 0.5x |
| Sat, 22 Jun 2024 | JP¥8.4t | JP¥15.8t | JP¥487.2b | 11.5x | 17.2x | 0.5x |
| Mon, 20 May 2024 | JP¥8.5t | JP¥15.8t | JP¥486.6b | 11.3x | 17.6x | 0.5x |
| Wed, 17 Apr 2024 | JP¥8.7t | JP¥15.6t | JP¥279.1b | 11.6x | 31.3x | 0.6x |
| Fri, 15 Mar 2024 | JP¥8.3t | JP¥15.6t | JP¥278.6b | 12x | 30x | 0.5x |
| Sun, 11 Feb 2024 | JP¥7.9t | JP¥15.6t | JP¥277.5b | 12.3x | 28.5x | 0.5x |
| Tue, 09 Jan 2024 | JP¥8.2t | JP¥15.7t | JP¥226.7b | 13.6x | 36.1x | 0.5x |
| Thu, 07 Dec 2023 | JP¥8.1t | JP¥15.7t | JP¥226.8b | 13.3x | 35.8x | 0.5x |
| Sat, 04 Nov 2023 | JP¥7.9t | JP¥15.8t | JP¥257.8b | 14.1x | 30.7x | 0.5x |
| Mon, 02 Oct 2023 | JP¥8.1t | JP¥15.8t | JP¥264.4b | 14.2x | 30.6x | 0.5x |
| Wed, 30 Aug 2023 | JP¥8.1t | JP¥15.8t | JP¥264.5b | 14.1x | 30.7x | 0.5x |
30.7x
How does Japanese Commodity Chemicals compare with similar industries?
| JP Market | -2.71% | |
| Materials | -2.65% | |
| Chemicals | -3.84% | |
| Commodity Chemicals | -3.37% | |
| Fertilizers and Agricultural Chemicals | 3.44% | |
| Diversified Chemicals | -2.03% | |
| Specialty Chemicals | -4.47% | |
| Industrial Gases | -6.96% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 4107 ISE Chemicals | JP¥3.91k | 4.7% +JP¥8.9b | 45.2% | PE33.1x | |
| 5122 Okamoto Industries | JP¥6.67k | 5.2% +JP¥5.6b | 31.3% | PE18.4x | |
| 5142 Achilles | JP¥1.98k | 5.0% +JP¥1.3b | 74.6% | PE9.4x | |
| 7942 JSP | JP¥3.11k | 0.8% +JP¥655.2m | 59.4% | PE10.1x | |
| 4116 Dainichiseika Color & Chemicals Mfg | JP¥1.36k | 0.6% +JP¥546.0m | 41.8% | PE10.9x |