Matsumoto Yushi-Seiyaku Co.,Ltd. (4365.T)
ValueMarkers Composite Index
82% below intrinsic value ($807)
Matsumoto Yushi-Seiyaku Co.,Ltd. (4365.T) — VMCI valuation read
Matsumoto Yushi-Seiyaku Co.,Ltd. (4365.T) carries a VMCI composite of 68/100, 18 points above the Basic Materials sector median of 50. Among mid-cap names, that gap places 4365.T in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The 4365.T insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads 4365.T trades at 18.0x earnings, 0% above the Basic Materials median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Basic Materials 12.0x. Quality: ROIC of 10.0% sits 0.0pp above the Basic Materials median (10.0%). Risk: net debt to EBITDA of 3.4x is the binding constraint on the bear case, the line to track on Matsumoto Yushi-Seiyaku Co.,Ltd.'s next 10-Q.
4365.T held flat 0.0% over the trailing 7 days, with a +7.7% read on a 30-day basis.
Matsumoto Yushi-Seiyaku Co.,Ltd. manufactures and markets fiber and textile chemicals, microcapsules, various surfactants, and high polymer based products in Japan and Indonesia. The company provides spin finishes for extrusion spinning, textile spinning, and functional surface treatment of fibers; sizing chemicals for weaving; lubricating oils for knitting and weaving; textile scouring agents and detergents; and textile dyeing and processing auxiliaries. It also offers thermo-expandable microcapsules; microbeads; three-dimensional copying systems; anti-tack powder for batch off and inner parting lubricants for bladder-tire parting for processing rubber compounds; and modifiers, antistatic agents, anti-fogging agents, and lubricants for plastic materials. In addition, the company provides various emulsifiers, base materials for shampoo and body soaps, fragrance and oil solubilizing agents, and pearl forming agents for use in cosmetics and toiletries; civil engineering and construction chemicals; and environment conservation products for treating and de-foaming nonionic surfactants. Its products are used in various industries and applications, including information and electronics, automobile, precision instruments, civil engineering, construction, rubber, plastics, cosmetics, toiletries, and agriculture. The company was founded in 1926 and is headquartered in Yao, Japan.
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