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Nippon Chemical
25 atoms · 跨 5 天 · 首见 2026-05-31 · 最近 2026-06-11
三色: 🟦 fact 11 · 🟥 take 14 · stance ▲11/▼5/◆3
来源: X 25
时态: fresh:24 · stale:1
标签: 好数字:11 · 好观点:8 · 好思考:6 · 好信源:3
叙事 (narrative) (8)
- 2026-06-11 · margins assessment
Margins were suppressed and they use Oxalate process which is also used for high end BaTiO3
tags: 好思考 · → daily
- 2026-06-02 · 营业利润被一次性项目拖累
Operating Profit got hit by once-offs which hides the growing MLCC Materials Operating Profit in the segment
tags: 好思考 · → daily
value: direction=拖累
- 2026-06-10 · valuation relative to book value
Check Nippon Chemical. More MLCC exposure and cheaper. Below book
tags: 好观点 · → daily
value: direction=below book
- 2026-06-10 · process and margins assessment
Worse process and margins though
tags: 好观点 · → daily
- 2026-06-02 · 市净率相对更低
Cheaper P/B Ratio
tags: 好观点 · → daily
value: direction=low
- 2026-06-02 · 市净率偏低
Cheaper P/B Ratio
tags: 好观点 · → daily
value: direction=更低
- 2026-06-02 · MLCC材料敞口
Possibly higher MLCC materials exposure.
tags: 好观点 · → daily
value: direction=可能更高
- 2026-06-02 · 处于独特位置以捕捉MLCC产能紧缺需求
It is my opinion that they are in a unique position to capture a lot of the demand from the capacity crunch.
tags: 好观点 · → daily
预测 (forecast) (5)
- 2026-05-31 · 电子陶瓷材料业务2027年营业利润预测
could produce a 2400 operating profit
tags: 好思考·好数字 · → daily
value: qty=2400 · unit=mYen · date=2027 · margin_est=20%
- 2026-05-31 · 2027年EV/EBITDA预测
It would take their EV/EBITDA from 8 to 4 in 2027 if price remained constant.
tags: 好思考·好数字 · → daily
value: qty=4 · date=2027 · baseline=8
- 2026-06-02 · MLCC材料敞口可能更高
Possibly higher MLCC materials exposure.
tags: 好思考 · → daily
- 2026-05-31 · 电子陶瓷材料业务2027年营收预测
Then in 2027 on a revenue of 12,000(mYen) (my own estimate) for the segment
tags: 好思考 · → daily
value: qty=12000 · unit=mYen · date=2027
- 2026-06-02 · 处于独特位置可捕捉大量产能紧缺需求
It is my opinion that they are in a unique position to capture a lot of the demand from the capacity crunch.
tags: 好观点 · → daily
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-06-02
[老旧] · 持仓从Murata换入
I was holding but sold out and moved into Nippon
tags: 好观点 · → daily
事实 (fact) (11)
- 2026-06-02 · 营业利润受一次性项目影响
Operating Profit got hit by once-offs which hides the growing MLCC Materials Operating Profit in the segment: -'Absence of the positive impact from reduced inventory valuation losses in the previous year' -'One-off expenses related to the consolidation of production sites'
tags: 好数字·好信源 · → daily
- 2026-06-07 · uses Hydrothermal and Oxalate process for barium titanate
It’s the Hydrothermal and Oxalate process. Nippon too.
tags: 好信源 · → daily
- 2026-06-02 · 日跌幅
Nippon Chemical -3%
tags: 好数字 · → daily
value: qty=-3% · date=2026-06-02
- 2026-06-02 · 过去数年大量投资MLCC产能资本开支
Nippon Chemical also invested heavily into capex for MLCC capacity in the previous couple of years.
tags: 好数字 · → daily
- 2026-06-02 · 今日涨跌幅
Nippon Chemical -3%
tags: 好数字 · → daily
value: qty=-3% · date=2026-06-02
- 2026-06-02 · 过去数年大举投资MLCC产能资本开支
Nippon Chemical also invested heavily into capex for MLCC capacity in the previous couple of years.
tags: 好数字 · → daily
- 2026-05-31 · 电子陶瓷材料占营收比例
Electronic Ceramic Materials (materials for MLCC) is 25% of total revenue.
tags: 好数字 · → daily
value: qty=25% · qty_raw=25% · unit=percent
- 2026-05-31 · 电子陶瓷材料业务同比增速
a 23% YoY increase in Electronic Ceramic Materials
tags: 好数字 · → daily
value: qty=23% · qty_raw=23% · unit=percent · direction=YoY increase
- 2026-05-31 · 特种化学品分部营业利润下滑
the segment its inside (specialty chemicals) saw operating profit dive even amidst a 23% YoY increase in Electronic Ceramic Materials
tags: 好数字 · → daily
value: direction=dive
- 2026-05-31 · 营业利润下滑原因
The drop in operating profit was caused by increased battery materials, some once off inventory costs, restructuring.
tags: 好信源 · → daily
value: cause=increased battery materials, some once off inventory costs, restructuring
- 2026-05-31 · 2026年全年营业利润
Nippon's entire year end operating profit 2026 was 2400.
tags: 好数字 · → daily
value: qty=2400 · unit=mYen · date=2026
时间轴 (近 20)
- 2026-06-11 ·
narrative · margins assessment · → daily
- 2026-06-10 ·
narrative · valuation relative to book value · → daily
- 2026-06-10 ·
narrative · process and margins assessment · → daily
- 2026-06-07 ·
fact · uses Hydrothermal and Oxalate process for barium titanate · → daily
- 2026-06-02 ·
fact · 日跌幅 · → daily
- 2026-06-02 ·
narrative · 市净率相对更低 · → daily
- 2026-06-02 ·
forecast · MLCC材料敞口可能更高 · → daily
- 2026-06-02 ·
fact · 营业利润受一次性项目影响 · → daily
- 2026-06-02 ·
fact · 过去数年大量投资MLCC产能资本开支 · → daily
- 2026-06-02 ·
forecast · 处于独特位置可捕捉大量产能紧缺需求 · → daily
- 2026-06-02 ·
fact · 今日涨跌幅 · → daily
- 2026-06-02 ·
narrative · 市净率偏低 · → daily
- 2026-06-02 ·
narrative · MLCC材料敞口 · → daily
- 2026-06-02 ·
narrative · 营业利润被一次性项目拖累 · → daily
- 2026-06-02 ·
fact · 过去数年大举投资MLCC产能资本开支 · → daily
- 2026-06-02 ·
narrative · 处于独特位置以捕捉MLCC产能紧缺需求 · → daily
- 2026-06-02 ·
position · 持仓从Murata换入 · → daily
- 2026-05-31 ·
fact · 电子陶瓷材料占营收比例 · → daily
- 2026-05-31 ·
fact · 电子陶瓷材料业务同比增速 · → daily
- 2026-05-31 ·
fact · 特种化学品分部营业利润下滑 · → daily
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