SHECF News and Press, Shin-Etsu Chemical Co. Ltd.

2024-07-30 13:35:00 ET Summary Fidelity Contrafund is a large-cap growth biased equity strategy focused on companies with durable multiyear earnings growth potential. Fidelity Diversified International Fund is a broadly diversified international equity strategy that seeks capital ...

2024-07-14 10:44:48 ET Summary JPMorgan Global Select Equity ETF is an actively managed ETF focusing on value, free cash flow, and earnings growth in global stocks. The fund is overweight in U.S. large companies and the technology sector, with the top 10 holdings representing 40.6...

2024-06-14 14:46:33 ET Summary Shin-Etsu Chemical had a challenging FY'24, as the company saw weaker housing activity hit PVC demand as well as a sharp correction in semiconductor materials and other construction/industrial chemicals. PVC prices have started showing some improveme...

2024-02-14 15:10:03 ET Summary The global COVID-19 pandemic has led to a shift towards reshoring in the semiconductor industry as supply chains are disrupted and geopolitical tensions rise. Reshoring efforts are leading to increased capex spending by semiconductor companies, benef...

2024-02-02 12:32:50 ET Summary In 2024 January, the NATO friendly DPP party won the Taiwanese elections, raising the risks of a Chinese military intervention. Taiwan Semiconductor plays a crucial role in global supply chains, and a fallout would have grave consequences. U.S. C...

2023-10-10 04:55:22 ET Summary Shin-Etsu Chemical's exposure to the housing and construction sector poses a downside risk, with limited upside risk from the semiconductor market. The company's Q1 FY3/2024 financial results showed a decline in sales and operating profit, with guida...

2023-08-16 13:45:17 ET Summary The best-ranked subsector regarding value and quality is construction materials. The most overvalued one is mining/metals. Fast facts on iShares Global Materials ETF, a global alternative to XLB. This monthly article series shows a dash...

2023-05-23 17:34:15 ET Summary Construction materials have attractive value and quality scores. Other subsectors are close to 11-year averages in valuation. Packaging has a good quality score. iShares Global Materials ETF is a global alternative to Materials Select Sector ...

Summary Shin-Etsu shares have lagged on worries about the housing-driven PVC business and the impact of weaker electronics demand on the semiconductor and silicone products businesses. PVC prices have corrected sharply and Shin-Etsu will see a significant decline in profits in the comin...

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...