Mitsubishi Chemical Group Corporation

Conclusio:  Die nachfolgenden Fakten haben schließlich zu einer Kaufentscheidung bei  Andy im Dez. 2024 geführt!
Ausschlagg gebend waren dabei  insbesondere, der sehr (hohe) Buchwert je Aktie,  the bidding for Mitsubishi Tanabe Pharma, a subsidiary of Japan’s Mitsubishi Chemical Group sowie der Ausblick auf den Gewinn aus dem operativen Kerngeschäft für das Gesamtjahr 2024, bei dem mit einem 16 % Anstieg gegenüber dem ersten Ausblick gerechnet wird.

Halbjahresbericht publiziert am 1. Nov. 2024:

Die key takeaways v. Seite 4:    Sales Revenue Steigerung um 4 % von 2.149,9   auf  2.242,1 Mrd. Yen;

Jedoch Nettogewinnrückgang um 22,9 %  von 94,1 auf  71,2  B. Yen auf Grund von Special Items.  
Net income  attributable to owners of the parent decreased by 39% YoY due to the recording of structural reform-related expenses in special items…..
Forecast:   Core operating income for the full year (2024)  is expected to be JPY290.0 billion, a 16% increase compared to the initial forecast, due to the strong results in 1H. The dividend forecast remains unchanged from our initial forecast

of a year-end dividend of JPY16 per share and an annual dividend of JPY32 per share, was einer  4,16 %igen Dividenden-Rendite entspricht (Dez. 2024).

Special items  “en detail”   (page  12): “in 1H totaled negative JPY35.7 billion. While the special items for 1Q were positive JPY2.4 billion, we newly recorded special losses of JPY38.1 billion in 2Q.

Here, I will provide additional details on some major items. Gain on sale of shares of subsidiaries and associates amounted to a positive JPY11.1 billion. This was due to the recording of a gain of JPY5.6 billion from the realization of foreign currency translation adjustments, etc. following the completion of

the transfer of shares in Mitsubishi Chemical Indonesia, which operated the terephthalic acid business, and the recording of a gain of JPY5.5 billion from the transfer of Tianjin Tanabe Seiyaku Co., Ltd.
On the other hand, impairment losses totaled JPY27.6 billion. In Industrial Gases, an impairment loss of JPY10.8 billion was recorded following the decision to suspend the construction plan for a hydrogen production facility that Matheson Tri-Gas, Inc. in the United States had been developing.

In Carbon Products, an impairment loss of JPY7.0 billion was recorded following the decision to downscale the coke production facilities at the Kagawa Plant. Other temporary losses were also recorded, primarily related to the closure of unprofitable sites. Special retirement expenses totalled negative JPY17.9 billion, including the impact of the voluntary retirement program implemented by Mitsubishi Tanabe Pharma Corporation…”

https://www.mcgc.com/english/ir/pdf/02093/02422.pdf

Source Marketscreener 22.12.2024

Blackstone and Bain make multi-billion dollar bid for Mitsubishi Chemical division
Quellle:  https://www.privateequitywire.co.uk/blackstone-and-bain-make-multi-billion-dollar-bid-for-mitsubishi-chemical-division/    >  December 16, 2024

Global private equity firms Blackstone and Bain are reportedly in the final stages of bidding for Mitsubishi Tanabe Pharma, a subsidiary of Japan’s Mitsubishi Chemical Group, in a deal expected to be valued between $3bn and $3.5bn, according to a report by Reuters.

According to three sources familiar with the matter, Goldman Sachs has been engaged by Mitsubishi Chemical to oversee the sale process, with binding bids due on 24 December. Japanese private equity firm Japan Industrial Partners (JIP) is also vying to acquire the business, according to the unnamed sources.     In September, Mitsubishi Chemical stated that it regularly reviews its portfolio and is considering various strategic options, including divestment, as part of its ongoing evaluation of business priorities.

Founded more than 90 years ago and headquartered in Osaka, Tanabe Pharma develops drugs targeting central nervous system disorders, immuno-inflammation, and oncology. The company operates in over a dozen locations across three continents, according to its website.

During the first half of the fiscal year ending March 2025, the company disclosed that Mitsubishi Chemical’s pharmaceutical segment reported a 6% rise in sales revenue to 232.5bn yen and a 28% increase in core operating income, reaching 41.4bn yen.

Kursabfrage  20.12.2024

Buchwert je Aktie! Am 22.12.2024 erfolgte eine Anfrage von mir an Mitsubishi chemical group wie hoch der aktuelle Buchwert je Aktie ist!  Schon am nächsten Tag kam die Antwort:

Dear Mr. Kubin,
Thank you for contacting us. This is shareholders support team.

I would like to inform you of our “book value per share” (BPS) for fiscal year 2023 as below.

Unfortunately, we do not publish estimated BPS for the future. We are therefore able to provide you with the figures for FY2023 only.  For your reference, please find below BPS for previous years.

Please let me know if you need any further assistance.

Kind regards,

Mitsubishi Chemical Group Corporation

Shareholders Support

                                                                                                                                 22.12.2024 Zusammenstellung  Andy K.