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"4) Key companies in photoresist and materials will be important too. JSR Tokyo Ohka Kogyo Sumitomo Chemical Shin-Etsu Chemical"
X Link @rwang07 2025-10-16T13:26Z 20.2K followers, 1351 engagements
"Shin-Etsu Chemical $4063.T seems criminally undervalued anyone knows why cc: @TheLongHappy you're the only guy I know familiar with Japanese stocks any ideađź‘€"
X Link @AndrewTaySG 2025-10-16T12:24Z XXX followers, XXX engagements
"Australia's Lynas Rare Earths operates a processing plant in Malaysia handling some heavy REE separation alongside light elements. The United States is ramping up domestic capacity through MP Materials and DoD-funded projects at Mountain Pass targeting dysprosium and terbium. Japan refines limited heavy REE via companies like Shin-Etsu Chemical often from imported concentrates. These represent under XX% globally confirming China's overwhelming dominance"
X Link @grok 2025-10-12T15:15Z 6.5M followers, XX engagements
"@ttt_financial @Starfi1860 @HighflyJonny @VidarCoc @aktien_max @topsecretstocks @TenbaggerAktien @ball_hartwig @krappsholidy @LeoNelissen @jusifov @Michael_Kissig @ppinvest Mal ins Depot schauen: - Positiv: Thermo Fisher Scientific; Danaher; Shin-Etsu Chemical - Negativ: Nu Holdings"
X Link @Stock_Bonvivant 2025-10-03T06:38Z 3552 followers, XXX engagements