에 대한 최신 뉴스 Asahi Kasei (OTC:AHKSY) 주식

ASAHI KAISAI CP ADR

Asahi Kasei Corp is a holding company that, through its subsidiaries, sells a variety of products and services. The firm is organized into four segments based on product or service. The chemicals and fibers segment, which generates the most revenue of any segment, sells ammonia-based products including plastic compounds and cellulose fiber. The homes and construction segment builds residential houses and sells thermal insulation. The electronics segment sells components for mobile phones including electronic compasses and lithium-ion battery separators. The healthcare segment sells medical devices including blood purification, blood transfusion, and bioprocess products. The majority of revenue comes from Japan.

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중국은 미국과 유럽 연합에서 만든 플라스틱에 대한 새로운 반덤핑 조사를 시작하면서 서구와의 현재 진행 중인 경제 전쟁에서 새로운 단계를 밟았다. 이번 조치는 최근 조 바이든 대통령이 주도한 중국산 수입품에 대한 관세 인상 등 서방 국가들의 최근 보호주의 조치에 대한 보복 조치로 읽힐 수 있다.

중국, 바이든의 관세에 대응하여 새로운 플라스틱 수입 조사로 반격: 6개 주식이 피해 우려

ASAHI KAISEI CRP UNSP/ADR by Asahi Kaisei Corp.

Asahi Kasei Corp

Asahi Kasei to expand coating capacity for lithium-ion battery separators

Asahi Kasei reports 1H results

The chemical industry is witnessing notable expansion and innovation driven by increasing demand for vital materials and advancements in digitalization. Consequently, robust chemical stocks Brenntag (BNTGY), PPG Industries (PPG), and Asahi Kasei (AHKSY) could fortify your portfolio in this dynamic landscape. Read on... Despite the hurdles of the past year, the chemical industry is poised for a resurgence in 2024. Increasing demand, favorable regulations, and a concerted industry push toward sustainability, decarbonization, digitalization, and innovation are paving the way for robust growth and prosperity in the foreseeable future.
Given this context, fundamentally sound chemical stocks Brenntag SE (<a href="https://stocknews.com/stock/BNTGY/">BNTGY</a>), PPG Industries, Inc. (<a href="https://stocknews.com/stock/PPG/">PPG</a>), and Asahi Kasei Corporation (<a href="https://stocknews.com/stock/AHKSY/">AHKSY</a>) could be ideal additions to your portfolio. Before delving into these stocks, let's analyze the dynamics of the chemical industry.
While overall chemical demand remained subdued in 2023, the necessity for chemicals and materials pivotal in driving the energy transition is forecasted to surge in 2024 and beyond. The upswing is being propelled by the enduring impact of relevant policies on the economy, fostering a surge in manufacturing reliant on these substances, buoyed by recent government policies and incentives.
Furthermore, the industry supports over <a href="https://www2.deloitte.com/us/en/insights/industry/oil-and-gas/chemical-industry-outlook.html">75% of emissions reduction technologies</a> crucial for reaching net-zero goals by 2050. Notably, it manufactures materials for EV batteries, heat pump refrigerants, and components for wind turbines and semiconductors. These demand drivers are set to boost chemical production in 2024, with over 100 projects scheduled to begin operations.
Moreover, companies within the sector are transitioning from addressing isolated use cases to embracing a comprehensive approach to digitalization, integrating systems across operations and businesses. The shift is enabling enhanced productivity, expedited innovation, better decision-making, and fortified customer relationships.
The sector is also experiencing a notable uptick in AI adoption. Companies are harnessing Industry 4.0 tools such as IoT, digital twins, and robotics for data collection and process automation. Additionally, AI and machine learning are being employed to develop predictive models, optimize operations, and anticipate maintenance needs proactively.
As per a MarketsandMarkets report, the leading seven chemical sub-industries are set to increase from $2.27 trillion in 2023 to <a href="https://finance.yahoo.com/news/global-chemical-industry-outlook-2024-130000949.html">$2.41 trillion by 2024</a>, marking an 8% yearly growth. These sectors will present $165 billion in fresh opportunities in 2024, spanning new technologies, sustainable solutions, materials, and energy transition.
In light of these encouraging trends, let's look at the fundamentals of the three best <a href="https://stocknews.com/category/chemicals/">Chemicals</a> stocks, beginning with number 3.
Stock #3: Brenntag SE (<a href="https://stocknews.com/stock/BNTGY/">BNTGY</a>)
Headquartered in Essen, Germany, BNTGY procures and supplies industrial and specialty chemicals via Brenntag Essentials and Brenntag Specialties segments. It offers just-in-time delivery, blending, repackaging, inventory management, and drum return handling services.
On February 6, 2024, BNTGY unveiled its acquisition agreement for Chimica D'Agostino's chemical logistics site in Italy's industrial hub of Bari. Situated in Puglia, with convenient access to the Adriatic highway and nearby harbors, the acquisition would enhance BNTGY's market presence in Southern Italy and streamline its regional site network.
On December 21, 2023, BNTGY announced its acquisition deal with Solventis Group, specializing in glycols and solvents distribution. This aligns seamlessly with BNTGY's strategy, bolstering tollgate capabilities and volume flexibility through their Antwerp site. The acquisition would enhance BNTGY's global integration and regional market strength, improving customer access and market positioning.
For the fiscal 2023 third quarter that ended September 30, 2023, BNTGY's cash inflow from operating activities increased 3.4% year-over-year to €435 million ($468.64 million). Its free cash flow rose 27% from the prior year's period to €441.60 million ($475.75 million).
Additionally, as of September 30, 2023, the company's non-current assets amounted to €5.60 billion ($6.03 billion), compared to €5.45 billion ($5.87 billion) as of December 31, 2022.
Analysts expect BNTGY's revenue to increase 4.2% year-over-year to $19.35 billion for the fiscal year ending December 2024. Shares of BNTGY have gained 16.1% over the past six months to close the last trading session at $17.36.
BNTGY's solid outlook is reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has an overall rating of B, which translates to Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
BNTGY has an A grade for Stability and a B for Value and Momentum. It is ranked #17 out of 84 stocks within the <a href="https://stocknews.com/category/chemicals/">Chemicals</a> industry.
In addition to the POWR Ratings I've highlighted, you can see BNTGY's Growth, Sentiment and Quality ratings <a href="https://stocknews.com/stock/BNTGY/">here</a>.
Stock #2: PPG Industries, Inc. (<a href="https://stocknews.com/stock/PPG/">PPG</a>)
PPG produces paints, coatings, and specialty materials. Its Performance Coatings segment offers protective and decorative coatings, sealants, finishes, and related chemicals. The Industrial Coatings segment provides coatings, adhesives, sealants, metal pretreatment products, optical monomers, and specialty materials.
On February 8, 2024, PPG unveiled the PPG ADJUSTRITE&#xAE; Repair Management tool, augmenting productivity in commercial vehicle repairs within the PPG AdjustRite system. The innovation addresses industry challenges, such as labor shortages and time constraints. This would enhance PPG's competitive edge by providing efficient solutions, ultimately driving profitability and customer satisfaction.
For the fiscal 2023 fourth quarter that ended December 31, 2023, PPG's net sales increased 3.9% year-over-year to $4.35 billion. Its adjusted net income and adjusted EPS grew 26.9% and 25.4% from the prior year's period to $363 million and $1.53, respectively. Furthermore, as of December 31, 2023, the company's <a href="https://www.investopedia.com/terms/c/cashandcashequivalents.asp">cash and cash equivalents</a> stood at $1.51 billion, compared to $1.10 billion as of December 31, 2022.
The consensus revenue estimate of $18.69 billion for the fiscal year ending December 2024 indicates a 2.5% year-over-year growth. Likewise, the consensus EPS estimate of $8.49 for the ongoing year reflects a 10.7% year-over-year increase. Furthermore, the company topped the consensus EPS estimates in all of the trailing four quarters.
Over the past year, the stock has gained 6.3%, closing the last trading session at $138.63.
PPG's robust fundamentals are apparent in its POWR Ratings. The stock has an overall rating of B, which equates to Buy in our proprietary rating system.
PPG has an A grade for Growth and a B for Quality. It is ranked #13 out of 84 stocks within the Chemicals industry.
<a href="https://stocknews.com/stock/PPG/">Click here</a> to access additional PPG ratings for Value, Momentum, Stability, and Sentiment.
Stock #1: Asahi Kasei Corporation (<a href="https://stocknews.com/stock/AHKSY/">AHKSY</a>)
Based in Tokyo, Japan, AHKSY manufactures chemicals. Its Materials segment includes fiber, petrochemicals, and high-performance polymers. The Housing segment covers construction, real estate, renovation, and lightweight concrete, whereas the Healthcare segment focuses on pharmaceuticals, diagnostics, and critical care products.
On December 6, AHKSY announced its investment in Ionomr Innovations Inc., a Canadian startup producing Anion Exchange Membranes (AEM). This move positions AHKSY to harness Ionomr's innovative technology for cost-effective green hydrogen production, enhancing AHKSY's sustainability efforts, technological competitiveness, and market leadership in renewable energy solutions.
For the fiscal 2023 third quarter that ended December 31, 2023, AHKSY's net sales increased 4.2% year-over-year to ¥718.20 billion ($4.82 billion). Its operating income rose 40.6% from the year-ago value to ¥42.60 billion ($286 million).
In addition, the company's EBITDA grew 16.5% from the prior year's period to ¥88.80 billion ($596.18 million), while net income attributable to the owners of the parent increased 96.5% year-over-year to ¥27.70 billion ($185.97 million).
The consensus revenue estimate of $18.77 billion for the fiscal year ending March 2024 reflects a 253.3% year-over-year rise. Similarly, the consensus revenue estimate of $19.45 billion for the next fiscal year (ending March 2025) exhibits a 3.6% year-over-year improvement.
AHKSY shares have gained 6.9% over the past six months, closing the last trading session at $13.77.
AHKSY's sound prospects are reflected in its POWR Ratings. The stock has an overall rating of B, which translates to Buy in our proprietary rating system.
AHKSY has an A grade for Stability and a B for Growth and Value. It has ranked #10 out of 84 stocks within the same industry.
<a href="https://stocknews.com/stock/AHKSY/">Click here</a> to access the additional AHKSY ratings (Momentum, Sentiment, and Quality).
What To Do Next?
43 year investment veteran, Steve Reitmeister, has just released his 2024 market outlook along with trading plan and top 11 picks for the year ahead.
<a href="https://report.stocknews.com/sign-up/stock-market-outlook-2024/?formplacement=artbotad_smo24_rep">2024 Stock Market Outlook &gt; </a>

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PPG shares were trading at $137.81 per share on Friday morning, down $0.82 (-0.59%). Year-to-date, PPG has declined -7.85%, versus a 5.18% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Aanchal Sugandh</h2> <img src='https:/wp-content/uploads/2022/12/Aanchal-Sugandh_Headshot.jpg' style="float:left; padding:5px;width:125px;">Aanchal's passion for financial markets drives her work as an investment analyst and journalist. She earned her bachelor's degree in finance and is pursuing the CFA program.

She is proficient at assessing the long-term prospects of stocks with her fundamental analysis skills. Her goal is to help investors build portfolios with sustainable returns.<a href="https://stocknews.com/authors/?author=aanchal-sugandh">More...</a>The post <a href=https://stocknews.com/news/ppg-bntgy-ahksy-3-portfolio-bolstering-chemical-stocks-to-consider-buying/>3 Portfolio Bolstering Chemical Stocks to Consider Buying</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Portfolio Bolstering Chemical Stocks to Consider Buying

Asahi Kasei: Critical Care Should Improve In Margins And Revenues

Asahi Kasei reports FY results

Asahi Kasei offers to buy Calliditas Therapeutics for $1.1B

Asahi Kasei To Pay A Fair Price For Calliditas Therapeutics

Travere gains on Novartis data for Filspari rival, Calliditas buyout

Week In Review: MediLink And BioNTech Form $1.8B ADC Partnership

Asahi Kasei GAAP EPS of ¥24.59, revenue of ¥735.9B

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Press Releases

Asahi Kasei Launches Membrane System to Produce Water for Injection

Wavering brand loyalty challenging car manufacturers globally – Fifth car user survey by Asahi Kasei

Asahi Kasei Engineering to introduce cloud-based predictive maintenance service V-MO for monitoring of ocean vessel motors at SMM 2024

Asahi Kasei Microdevices: Gas Sensor for Highly Flammable Refrigerant (R290) Ensures Safe and Accurate Refrigerant Leak Detection in HVAC Systems

Asahi Kasei to Showcase Material Solutions for Thermal Management of EVs, Recycling and 3D Printing at Fakuma 2024

Asahi Kasei establishes the "AKM Co-creation & Technology Center," a development base to consolidate the organization's functions, in Shin-Yokohama, Japan

Asahi Kasei Engineering Launches Cloud-Based CAE Solution Platform

Asahi Kasei Enters Collaboration With De Nora for Development and Sale of Small-Scale Containerized Electrolyzers for Hydrogen Production

Asahi Kasei Launches New Grade of LASTAN™ Flame-Retardant Nonwoven Fabric

Asahi Kasei America, Inc. Moves Headquarters to Novi, Michigan

TYO:3407

Asahi Kasei

중국은 <a href="https://www.benzinga.com/topic/china" target="_blank" rel="noopener">미국과 유럽 연합에서 만든</a> 플라스틱에 대한 새로운 반덤핑 조사를 시작하면서 서구와의 현재 진행 중인 경제 전쟁에서 새로운 단계를 밟았다.
이번 조치는 최근 조 바이든 대통령이 주도한 <a href="https://www.benzinga.com/markets/asia/24/05/38824198/biden-announces-massive-tariffs-on-chinese-imports-to-protect-us-industries-clean-energy-solar-stock" target="_blank" rel="noopener">중국산 수입품에 대한 관세 인상</a> 등 서방 국가들의 최근 보호주의 조치에 대한 보복 조치로 읽힐 수 있다.
중국 상무부는 지난 일요일 가전제품, 가정용품, 자동차 부품은 물론 산업 응용 분야에 널리 사용되는 플라스틱 유형인 폴리옥시메틸렌 공중합체의 수입을 조사하는 내용의 조사를 발표했다.
이 물질을 제조하는 공개 기업들로는 셀라니즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CE#NYSE">CE</a>),바스프 SE(OTC:<a class="ticker" href="https://www.benzinga.com/stock/BASFY#OTC">BASFY</a>),듀폰(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DD#NYSE">DD</a>),미쓰비시 케미컬 홀딩스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MTLHY#OTC">MTLHY</a>), 아사히 카세이(OTC:<a class="ticker" href="https://www.benzinga.com/stock/AHKSY#OTC">AHKSY</a>) 및 사빅(SABIC) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SABRY#OTC">SABRY</a>)이 있다.
내년에 중국은 수입품의 가격이 국내 시장과 동일한 수준인지 알아보기 위해 미국, 일본, 대만, EU에서 들어오는 아세탈 또는 POM이라고도 알려진 화학 물질의 수입을 조사할 것이다.
반덤핑 조사에서 국가는 시장 점유율을 확보하고 현지 경쟁을 제압하기 위해 다른 국가의 기업이 낮은 가격으로 품목 가격을 책정하는지 여부를 평가하려고 한다.
이 조사는 1년 기간이 완료된 후 6개월 동안 연장될 수 있다.
다음 글도 읽기: <a href="https://www.benzinga.com//node/38915754">중국 전기차 업체 리 오토, 1분기 매출 예상치 못미치다</a>
중국의 보복? 지난주 바이든의 조치는 미국의 제조업 일자리를 보호하기 위해 중국 상품에 더 높은 관세를 부과하는 계획을 앞당겨 중국에 큰 충격을 안겼다.
이번 조치에는 중국 철강 및 알루미늄에 대한 25% 관세, 중국 전기차에 대한 신규 100% 관세, 전기차용 배터리 및 중요한 광물에 대한 25% 관세, 25%에서 50%로 올라간 중국 태양광 패널에 대한 관세, 그리고 중국에서 생산된 반도체에 대한 새로운 50% 관세가 포함돼 있다.
이렇게 된 결정은 미국 자동차 제조업체인 포드 자동차(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/f" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for F">F</a>)와 제너럴 모터스(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/gm" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for GM">GM</a>)에 <a href="https://www.benzinga.com/markets/equities/24/05/38839620/bidens-new-tariffs-on-chinese-imports-are-a-clear-giveaway-to-these-two-tesla-rivals-jim-cramer-">직접적인 혜택을 준다고 한다</a>.
바이든의 최근 조치는 미국의 일자리와 산업 역량을 보호하기 위한 보호주의 조치를 추진해 아직 결정을 내리지 못한 유권자들을 끌어들이기 위한 전면적인 캠페인의 일환이다. 가장 최근 여론조사에 따르면, 최근 몇 년 동안 더욱 보호주의적이고 반중적인 담론을 자랑해 온 공화당 상대 도널드 트럼프가 <a href="https://www.benzinga.com/general/politics/24/05/38923614/trump-vs-biden-hush-money-trial-fails-to-dampen-support-trump-maintains-1-point-lead-in-2024-ele" target="_blank" rel="noopener">1점 차로 앞서고</a> 있다.
EU, 중국 전기차, 철강 등에 주목: 바이든의 새로운 관세는 트럼프 대통령이 전 백악관 행정부 시절 부과했던 관세를 바탕으로 이뤄졌다. 이 새로운 관세 발표는 대서양 건너편에서 오는 중국 국제 무역에 대한 또 다른 타격과 동시에 이루어졌다.
유럽연합(EU)의 집행기관인 유럽연합 집행위원회는 미국처럼 중국 전기차에 관세를 부과해야 할지 여부에 대한 <a href="https://www.benzinga.com/government/24/01/36751546/xi-jinping-representative-slams-eu-for-unfair-probe-into-ev-subsidies-mostly-targeted-at-china">조사</a>가 절반 정도 진행 중이다.
유럽연합 집행위원회가 수행하는 이 조사는 중국에서 수입되는 철강 제품과 목재 바닥재, 의료 기기를 중심으로 이루어지고 있다.
로이터 통신에 따르면 풍력 터빈, 태양광 패널 등 청정 에너지 생산과 관련된 여러 중국 제품도 블록에서 조사되고 있다.
이제 다른 기사 읽기: <a href="https://www.benzinga.com//node/38912375">영국의 전 총리, 테슬라의 &#8216;FSD&#8217; 시스템에 감탄</a>
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