SHECF News and Press, Shin-Etsu Chemical Co. Ltd. From 12/27/22

Summary VPL's portfolio is highly diversified, invests significantly in sectors with high growth potential, has a low expense ratio, and is trading at a marginal discount. Though VPL's current yield is not excessively high, it seems to be sustainable and the fund generates a high enough...

Summary Shares in Toyo Gosei have corrected 53% YTD, highlighting difficulties over cost inflation and FX risks. The earnings outlook is weak given falling profitability and increasing Capex, which we believe will result in cash burn. We believe the shares have priced in most ...

Shin-Etsu Chemical has a strong track record of generating free cash flow, has a dominant position in its core markets, and remains well-capitalized. Current trading is firm for both PVC resin and semiconductor-related areas, but we feel the outlook into FY3/2023 is a notable slowdown...

HOYA is an attractive blend of growth and defensive themes, remains well-capitalized and management actively allocates capital for shareholder returns. Growth areas include EUV mask blanks and endoscopes, and cash cow activities include contact lenses and HDD glass substrates. We ...

Semiconductor shortages have had knock-on effects in the auto industry - among others - and in the U.S. government's fiscal policy. The solution to shortages seems straightforward - build out production capacity - but is not as simple as it looks. We discuss the situation from a g...

Year to date, WTGDXG has outperformed its benchmark-the MSCI ACWI ex-US Index - by more than 800 basis points (bps), thanks to its quality dividend growth tilt. Fundamentals after our rebalance show a significant increase in quality metrics. ROA improves from 8.77% to 10.31%, and ROE ...

New York City, NY: May 25, 2020 – Published via (Wired Release) – Recent Research and Future Market Potential of Fluororubber Market in Global Industry: 2020 Research and New Innovations in Oil and Gas Sector. The prime objective of the report is to offer updates and information ...

New York City, NY: May 25, 2020 – Published via (Wired Release) – Recent Research and Future Market Potential of Fluoropolymers Market in Global Industry: 2020 Research and New Innovations in Oil and Gas Sector. The prime objective of the report is to offer updates and informatio...

New York City, NY: May 25, 2020 – Published via (Wired Release) – Recent Research and Future Market Potential of Hexamethyldisilazane (HMDS) Market in Global Industry: 2020 Research and New Innovations in Oil and Gas Sector. The prime objective of the report is to offer updates a...

New York City, NY: May 25, 2020 – Published via (Wired Release) – Recent Research and Future Market Potential of Hydrochloric Acid Market in Global Industry: 2020 Research and New Innovations in Oil and Gas Sector. The prime objective of the report is to offer updates and informa...