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Companies Basic Materials 7928.T
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7928.T Tokyo Stock Exchange Commodity Chemicals

7928.T

¥600,00
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JPY
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Mcap
1,8B JPY
P/E
EV / Rev
Div yield
1,66 %
Op margin
-0,6 %
ROE
0,9 %
Net margin
0,6 %
Debt / equity
0,02
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Commodity Chemicals industry, producing and selling chemical products, primarily generating revenue through the sale of these goods to industrial and manufacturing customers.

Business. The company operates in the Commodity Chemicals industry, producing and selling chemical products, primarily generating revenue through the sale of these goods to industrial and manufacturing customers.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustryCommodity Chemicals
ActivityChemicals
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
0,9 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 7928.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 7928.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the Commodity Chemicals industry, producing and selling chemical products, primarily generating revenue through the sale of these goods to industrial and manufacturing customers.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustryCommodity Chemicals
    ActivityChemicals
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with a current ratio of 2.64, indicating that it has more than double the current assets to cover its current liabilities. Its cash and equivalents amount to 1,596,243,000 JPY, which is a significant portion of its total assets. However, the company reported a negative operating income of -47,071,000 JPY, which contrasts with a positive net income of 47,133,000 JPY, suggesting that non-operating items or gains may have contributed to the net profit.

    Profitability metrics show mixed results. The company's return on equity (ROE) is 0.89%, and return on assets (ROA) is 0.71%, both of which are below the industry median for Commodity Chemicals. The price-to-book ratio of 0.35 indicates that the company is trading at a significant discount to its book value, which may reflect market concerns about its asset quality or future earnings potential.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no material geographic diversification reported. This lack of diversification may expose the company to higher operational and market risks, particularly in the volatile chemical industry.

    Looking ahead, the company's revenue is expected to remain relatively stable, with no significant growth or decline projected in the next fiscal year. However, the company's free cash flow is negative at -388,078,000 JPY, which may limit its ability to reinvest in the business or return value to shareholders.

    The company's risk profile is generally low, with no immediate liquidity or dilution flags detected. The debt-to-equity ratio is 0.02, indicating a conservative capital structure with minimal leverage. However, the company's operating cash flow of 137,714,000 JPY is not sufficient to cover its capital expenditures of -650,909,000 JPY, which may require additional financing or a reduction in capital spending.

    Recent financial filings and transcripts do not indicate any major events or strategic shifts that would significantly impact the company's operations or financial performance. The company's management has not disclosed any material risks or uncertainties that would affect its ability to meet its financial obligations or continue as a going concern.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 2.64 and significant cash reserves.
    • Profitability is weak, with ROE and ROA below industry medians, and a negative operating income despite a positive net income.
    • The company's revenue is concentrated in a single segment, increasing exposure to market volatility.
    • Free cash flow is negative, which may constrain reinvestment or shareholder returns.
    • The company's capital structure is conservative, with low leverage and no immediate dilution or liquidity risks.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥600,00
    Market cap
    ¥1.83B
    Enterprise value
    ¥350.4M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    2.5x
    P / B
    0.3x
    P / Tangible book
    0.3x
    Tangible book
    ¥5.29B
    Net cash
    ¥1.48B
    Current ratio
    2.6
    Debt / equity
    0.0
    ROA
    0.7%
    ROE
    0.9%
    Cash conversion
    292.0%
    CapEx / revenue
    -7.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-0,6 %Bottom quartile
    Net Margin0,6 %Below median
    ROE0,9 %Below median
    Capex / Rev-7,8 %Below median
    D/E0,02Above P75
    Cash Conv2,92Above P75

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 7928.T Market data — financials · 2026-05-27
    • Asahi Kagaku Kogyo Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    7928.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage