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SUMCO
3436.JP
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Sumco Corporation Faces Challenges Amidst Market Shifts

Sumco Corporation (SUOPY) reported its Q3 earnings, revealing a 2.6% increase in consolidated net sales to 304,436 million yen. However, the company faced significant challenges, with operating profit and ordinary profit dropping by 80.4% and 91.6%, respectively, leading to a loss of 995 million yen. The decline was attributed to sluggish demand and customer inventory adjustments. Despite this, Sumco maintains its market share in leading-edge products and anticipates strong demand for 300 mm silicon wafers, particularly for AI applications, while focusing on structural reforms to improve efficiency and profitability.

Tip Ranks·
3436
0.00%
Tip Ranks·
3436
0.00%

Sumco Corporation reports 3Q-2025 net sales of ¥99.1 billion and net loss of ¥3.9 billion

Sumco Corporation reported net sales of ¥99.1 billion for Q3 2025, a decrease of ¥1.9 billion from forecasts. The company experienced a net loss of ¥3.9 billion, which was an improvement of ¥1.6 billion from expectations. Operating profit was negative ¥1.6 billion, while ordinary profit was negative ¥2.6 billion. For Q4 2025, Sumco forecasts net sales of ¥100.0 billion and a further decline in operating profit to negative ¥10.0 billion. The company plans to pay dividends of ¥20 per share for fiscal 2025.

Reuters·
3436
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Reuters·
3436
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Sumco (TSE:3436): Evaluating Valuation After Analyst Downgrade Counters Stock Rally

Bernstein SocGen Group downgraded Sumco (TSE:3436) from Market Perform to Underperform despite a recent stock rally driven by AI excitement. Concerns over slower wafer shipment growth due to high inventory and limited NAND demand have emerged. Sumco's fair value is estimated at ¥1,520, indicating it may be overvalued at the last close price of ¥1,704. The article highlights risks from competition and weak demand outside AI applications, urging investors to consider these factors in their investment decisions.

Simplywall·
3436
0.00%
Simplywall·
3436
0.00%

SUMCO Corporation (3436): New Buy Recommendation for This Technology Giant

Okazaki covers the Basic Materials sector, focusing on stocks such as Kuraray Co, Mitsui Chemicals, and Shin-Etsu Chemical Co. According to TipRanks, Okazaki has an average return of 1.1% and a 60.00% success rate on recommended stocks. Currently, the analyst consensus on SUMCO Corporation is a Moderate Buy with an average price target of Yen1,427.20.

Tip Ranks·
3436
0.00%
Tip Ranks·
3436
0.00%

Tech Wreck Dents Asian Stock Markets

Asian stock markets experienced declines on Friday, driven by a risk-off sentiment in the tech sector. Major indices in Hong Kong, Shanghai, and Tokyo fell, with the Nikkei 225 dropping 0.9% after reaching a record high. Key tech stocks like Lasertec and Sumco saw significant losses. Japan's CPI-core remained steady at 2.5%, while real wages fell 0.2%. The Hang Seng Index and other regional markets also reported losses, reflecting a broader trend of investors exiting tech stocks.

marketscreener·
US
LSRCY
+1.30%
3436
0.00%
US
YCS
+1.41%
marketscreener·
US
LSRCY
+1.30%
3436
0.00%
US
YCS
+1.41%