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Posted by
Two Blokes Apr 17 -
Filed in
Stock
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Asahi Kasei faces challenges from trade tensions and macroeconomic pressures, particularly in its basic materials business. The homes segment shows strong performance with solid backlogs and scalable Hebel Haus products, while healthcare faces some acquisition frictions but is going strong otherwise. The issue is the tariff exposure and the macro exposure in materials which is likely to dictate the stock's movements, rather than the perennial value case.
