OTC : SHECY
$0.92 (5.31%)
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Shin-Etsu: Eyes On Rare Earths Refinery And PVC Prices
Shin-Etsu Chemical remains a buy, following my evaluation of the new rare earth facility proposal and the outlook for PVC pricing. SHECY's new refinery enhances chain resilience, targeting critical materials for semiconductors and EVs, with 50% of the capex subsidized by the government. Downside risk from PVC price volatility is mitigated by recent price hikes and improving supply-demand dynamics. seekingalpha.com - 2026-06-19 05:16:58 |