Is There An Opportunity With Asahi Kasei Corporation's (TSE:3407) 39% Undervaluation?
May 29
Have your own idea? Try our Stock Screener
Japanese (NIKKEI) Chemicals Industry Analysis
UpdatedJun 02, 2025
DataAggregated Company Financials
Companies159
- 7D3.0%
- 3M1.1%
- 1Y-6.9%
- YTD-3.4%
The Chemicals industry is up 3.0% in the last week, with Shin-Etsu Chemical up 2.2%. In contrast, the industry has lost 6.9% in the last 12 months. Earnings are forecast to grow by 11% annually.
Industry Valuation and Performance
Has the Japanese Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 02 Jun 2025 | JP¥34.5t | JP¥42.7t | JP¥2.2t | 10.8x | 16x | 0.8x |
| Wed, 30 Apr 2025 | JP¥32.6t | JP¥42.6t | JP¥2.0t | 10.7x | 16.3x | 0.8x |
| Fri, 28 Mar 2025 | JP¥35.7t | JP¥42.5t | JP¥2.0t | 11.4x | 17.9x | 0.8x |
| Sun, 23 Feb 2025 | JP¥34.9t | JP¥42.5t | JP¥2.0t | 11.4x | 17.6x | 0.8x |
| Tue, 21 Jan 2025 | JP¥35.9t | JP¥42.1t | JP¥1.9t | 11.9x | 19.4x | 0.9x |
| Thu, 19 Dec 2024 | JP¥36.3t | JP¥41.5t | JP¥1.8t | 11.9x | 19.7x | 0.9x |
| Sat, 16 Nov 2024 | JP¥37.2t | JP¥42.0t | JP¥1.9t | 12.1x | 20x | 0.9x |
| Mon, 14 Oct 2024 | JP¥39.2t | JP¥41.6t | JP¥1.9t | 12.1x | 20.5x | 0.9x |
| Wed, 11 Sep 2024 | JP¥36.3t | JP¥41.6t | JP¥1.9t | 12x | 19x | 0.9x |
| Fri, 09 Aug 2024 | JP¥35.8t | JP¥41.3t | JP¥1.9t | 11x | 19x | 0.9x |
| Sun, 07 Jul 2024 | JP¥39.8t | JP¥40.8t | JP¥1.7t | 13.3x | 22.9x | 1x |
| Tue, 04 Jun 2024 | JP¥39.6t | JP¥41.2t | JP¥1.7t | 12.9x | 22.8x | 1x |
| Thu, 02 May 2024 | JP¥39.9t | JP¥40.9t | JP¥1.7t | 14x | 23.5x | 1x |
| Sat, 30 Mar 2024 | JP¥41.3t | JP¥41.0t | JP¥1.7t | 14.3x | 24.5x | 1x |
| Mon, 26 Feb 2024 | JP¥40.1t | JP¥41.0t | JP¥1.7t | 14.1x | 23.8x | 1x |
| Wed, 24 Jan 2024 | JP¥38.2t | JP¥41.4t | JP¥1.7t | 14.3x | 23.1x | 0.9x |
| Fri, 22 Dec 2023 | JP¥36.8t | JP¥41.4t | JP¥1.7t | 14.1x | 22.3x | 0.9x |
| Sun, 19 Nov 2023 | JP¥36.8t | JP¥41.4t | JP¥1.7t | 13.8x | 22.2x | 0.9x |
| Tue, 17 Oct 2023 | JP¥34.2t | JP¥42.0t | JP¥1.8t | 13.7x | 18.7x | 0.8x |
| Thu, 14 Sep 2023 | JP¥35.2t | JP¥42.0t | JP¥1.8t | 13.6x | 19.3x | 0.8x |
| Sat, 12 Aug 2023 | JP¥35.0t | JP¥41.9t | JP¥1.8t | 13.2x | 19.4x | 0.8x |
| Mon, 10 Jul 2023 | JP¥34.4t | JP¥42.5t | JP¥2.1t | 12.8x | 16.4x | 0.8x |
| Wed, 07 Jun 2023 | JP¥34.0t | JP¥42.4t | JP¥2.1t | 12.2x | 16.2x | 0.8x |
| Fri, 05 May 2023 | JP¥31.9t | JP¥42.0t | JP¥2.4t | 11.2x | 13.1x | 0.8x |
| Sun, 02 Apr 2023 | JP¥32.0t | JP¥42.0t | JP¥2.5t | 10.9x | 12.8x | 0.8x |
| Tue, 28 Feb 2023 | JP¥31.1t | JP¥42.0t | JP¥2.5t | 10.8x | 12.5x | 0.7x |
| Thu, 26 Jan 2023 | JP¥29.2t | JP¥40.8t | JP¥2.7t | 9.9x | 10.7x | 0.7x |
| Sat, 24 Dec 2022 | JP¥28.0t | JP¥40.8t | JP¥2.7t | 9.6x | 10.2x | 0.7x |
| Mon, 21 Nov 2022 | JP¥29.5t | JP¥40.8t | JP¥2.7t | 9.7x | 10.8x | 0.7x |
| Wed, 19 Oct 2022 | JP¥28.0t | JP¥39.1t | JP¥2.7t | 9.3x | 10.2x | 0.7x |
| Fri, 16 Sep 2022 | JP¥30.0t | JP¥39.1t | JP¥2.7t | 9.7x | 10.9x | 0.8x |
| Sun, 14 Aug 2022 | JP¥30.6t | JP¥39.1t | JP¥2.7t | 10x | 11.2x | 0.8x |
| Tue, 12 Jul 2022 | JP¥29.5t | JP¥37.5t | JP¥2.6t | 9.6x | 11.5x | 0.8x |
| Thu, 09 Jun 2022 | JP¥31.3t | JP¥37.5t | JP¥2.6t | 9.8x | 12.2x | 0.8x |
Price to Earnings Ratio
12.2x
Current Industry PE
- Investors are relatively neutral on the Japanese Chemicals industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 17.3x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 5.5% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.4% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Japanese Materials industry?
| JP Market | 2.34% | |
| Materials | 2.59% | |
| Chemicals | 2.96% | |
| Diversified Chemicals | 4.22% | |
| Industrial Gases | 3.65% | |
| Commodity Chemicals | 2.79% | |
| Specialty Chemicals | 2.58% | |
| Fertilizers and Agricultural Chemicals | 2.40% | |
Industry PE
- Investors are most optimistic about the Commodity Chemicals industry, which is trading close to its 3-year average PE ratio of 19.1x.
- Analysts are expecting annual earnings growth of 18.1%, which is higher than its past year's earnings growth of 3.8% per year.
- Investors are most pessimistic about the Fertilizers and Agricultural Chemicals industry, which is trading close to its 3-year average of 9.5x.
Forecasted Growth
- Analysts are most optimistic on the Commodity Chemicals industry, expecting annual earnings growth of 18% over the next 5 years.
- This is better than its past earnings growth rate of 3.8% per year.
- In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 4091 Nippon Sanso Holdings | JP¥5.17k | 3.6% +JP¥77.9b | 11.1% | PE22.6x | |
| 4626 Taiyo Holdings | JP¥6.00k | 15.6% +JP¥45.0b | 85.5% | PE30.9x | |
| 4183 Mitsui Chemicals | JP¥3.24k | 5.8% +JP¥33.5b | -32.0% | PE18.8x | |
| 4612 Nippon Paint Holdings | JP¥1.08k | 1.3% +JP¥32.9b | 0.5% | PE18.9x | |
| 4004 Resonac Holdings | JP¥3.08k | 6.1% +JP¥32.0b | -10.2% | PE15.6x |
