4047 Kanto Denka
- Japan Guru

- Aug 23, 2025
- 1 min read
Furukawa group. Special gases for semiconductors and liquid crystal displays are strong in finer and multi-layered construction. Secondary battery electrolytes too. Owns production bases in China and Korea

Effissimo, owning 20%, goes activist on Kanto Denka
https://www.nikkei.com/article/DGXZQOFL191C40Z10C25A8000000/
at 879 yen/share, 50.6 bil yen mkt cap vs 7 bil yen net cash
18.71x per / 0.78x pbr / 2.05% yield