Chemicals makers draw net increases as investors trim electronics holdings

Chemicals makers recorded ¥134.8bn ($852.7mn) of net increases across 66 EDINET filings disclosed in the last 30 days. Disclosed stake cuts accounted for 67 per cent of all value reported under the large-shareholding rules, while electronics makers had ¥602.4bn ($3.8bn) of net reductions.

Across the market, 281 filers submitted 836 reports. Reductions totalled ¥2.6tn ($16.2bn), compared with increases of ¥1.3tn ($8.0bn). The chemicals sector drew ¥204.0bn ($1.3bn) of increases against ¥69.3bn ($438.8mn) of reductions across 66 filings.

Electronics makers recorded ¥988.0bn ($6.2bn) of reductions against ¥385.6bn ($2.4bn) of increases across 76 filings. Machinery makers followed chemicals with ¥41.8bn ($264.8mn) of net increases across 55 filings, while trading houses had ¥299.7bn ($1.9bn) of net reductions across 36 filings.

Resonac Holdings drew six filings, all reporting increases. The chemicals maker recorded revenue of ¥1.4tn for the 12 months to 30 June 2026, alongside a return on equity of 7.3 per cent. Electronics maker PHC Holdings registered six filings, all showing reductions.