← Global Green Chemicals overview

Global Green Chemicals vs Shin-Etsu Chemical Co.: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Global Green Chemicals Public Company Limited (GGC.BK)

Q3 2026
▲4

GGC swings to profit, clears losses, and gains biofuel tailwinds

  • Q2 profit turnaround on B100 biodiesel GGC swung to a Q2 net profit of 351 million baht from a loss, as B100 biodiesel sales jumped 39% on higher volumes and prices after the government changed the biodiesel blending mandate. This shows the core business is recovering and earning money again.

    The profit swing is the clearest fundamental driver of the stock's recent gains.

  • Cleared accumulated losses, shares up 56% GGC turned profitable and wiped out its accumulated losses through a par-value cut and financial restructuring. The stock surged 56% in a month as analysts called it a turnaround play. Clearing past losses lets the company consider paying dividends again in future.

    This explains the sharp share-price move and the improved financial health investors are reacting to.

  • Government biofuel tax cuts could lift demand Thailand is considering cutting excise taxes on biofuels to lower pump prices and boost consumption. DBS Vickers named GGC among 11 stocks set to benefit as a direct biofuel producer. Lower taxes would mean more ethanol and biodiesel sold, helping GGC's volumes and revenue.

    A potential policy change that directly increases demand for GGC's main products.

  • New feedstock deal and bio-hub support GGC signed an agreement with CP Axtra to study collecting 50,000 litres of used cooking oil a year for possible sustainable aviation fuel and biochemicals. Separately, the industry minister visited GGC's Nakhon Sawan bio-complex, signalling government backing for its bio-industry expansion.

    These are early-stage but show GGC building future feedstock supply and government support for its bio-hub strategy.

August 2026
▲4

GGC swings to profit, clears losses, and gains biofuel tailwinds

  • Q2 profit turnaround on B100 biodiesel GGC swung to a Q2 net profit of 351 million baht from a loss, as B100 biodiesel sales jumped 39% on higher volumes and prices after the government changed the biodiesel blending mandate. This shows the core business is recovering and earning money again.

    The profit swing is the clearest fundamental driver of the stock's recent gains.

  • Cleared accumulated losses, shares up 56% GGC turned profitable and wiped out its accumulated losses through a par-value cut and financial restructuring. The stock surged 56% in a month as analysts called it a turnaround play. Clearing past losses lets the company consider paying dividends again in future.

    This explains the sharp share-price move and the improved financial health investors are reacting to.

  • Government biofuel tax cuts could lift demand Thailand is considering cutting excise taxes on biofuels to lower pump prices and boost consumption. DBS Vickers named GGC among 11 stocks set to benefit as a direct biofuel producer. Lower taxes would mean more ethanol and biodiesel sold, helping GGC's volumes and revenue.

    A potential policy change that directly increases demand for GGC's main products.

  • New feedstock deal and bio-hub support GGC signed an agreement with CP Axtra to study collecting 50,000 litres of used cooking oil a year for possible sustainable aviation fuel and biochemicals. Separately, the industry minister visited GGC's Nakhon Sawan bio-complex, signalling government backing for its bio-industry expansion.

    These are early-stage but show GGC building future feedstock supply and government support for its bio-hub strategy.

Latest
▲4

GGC swings to profit, clears losses, and gains biofuel tailwinds

  • Q2 profit turnaround on B100 biodiesel GGC swung to a Q2 net profit of 351 million baht from a loss, as B100 biodiesel sales jumped 39% on higher volumes and prices after the government changed the biodiesel blending mandate. This shows the core business is recovering and earning money again.

    The profit swing is the clearest fundamental driver of the stock's recent gains.

  • Cleared accumulated losses, shares up 56% GGC turned profitable and wiped out its accumulated losses through a par-value cut and financial restructuring. The stock surged 56% in a month as analysts called it a turnaround play. Clearing past losses lets the company consider paying dividends again in future.

    This explains the sharp share-price move and the improved financial health investors are reacting to.

  • Government biofuel tax cuts could lift demand Thailand is considering cutting excise taxes on biofuels to lower pump prices and boost consumption. DBS Vickers named GGC among 11 stocks set to benefit as a direct biofuel producer. Lower taxes would mean more ethanol and biodiesel sold, helping GGC's volumes and revenue.

    A potential policy change that directly increases demand for GGC's main products.

  • New feedstock deal and bio-hub support GGC signed an agreement with CP Axtra to study collecting 50,000 litres of used cooking oil a year for possible sustainable aviation fuel and biochemicals. Separately, the industry minister visited GGC's Nakhon Sawan bio-complex, signalling government backing for its bio-industry expansion.

    These are early-stage but show GGC building future feedstock supply and government support for its bio-hub strategy.

Shin-Etsu Chemical Co., Ltd. (4063.JP)

Q3 2026
▲2▼2

Shin-Etsu: AI demand and photoresist price hikes offset profit miss and China trade hit

  • NVIDIA deepens ties with Japanese suppliers, boosting wafer demand NVIDIA's CEO met with Shin-Etsu and other Japanese suppliers, signaling that AI expansion will keep driving demand for Shin-Etsu's silicon wafers. More AI chips mean more wafer sales, which supports future revenue and profits.

    This is a new demand signal that directly supports Shin-Etsu's core semiconductor materials business.

  • Full-year profit forecast misses market expectations, shares drop 8% Shin-Etsu projected net profit of 525 billion yen, below the 566.8 billion yen analysts expected. The weak outlook, partly from poor vinyl chloride conditions, caused the stock to fall over 8% as investors lowered their expectations.

    This is a new negative event that directly hit the stock price and reflects a real earnings shortfall.

  • Photoresist price hikes of up to 38% lift margins Shin-Etsu and peers are raising photoresist prices by 15% overall from October 1, with high-end grades up to 38% for spot orders. Higher prices should boost Shin-Etsu's revenue and profit margins in this key product line.

    This is a new pricing action that directly improves profitability for a major Shin-Etsu product.

  • China imposes up to 99.2% anti-dumping deposits on Shin-Etsu's dichlorosilane China will require deposits of up to 99.2% on imports of Shin-Etsu's dichlorosilane, a semiconductor material, starting September 8. This trade measure, seen as pressure on Japan, could hurt Shin-Etsu's sales to China and add uncertainty.

    This is a new regulatory/trade action that directly threatens Shin-Etsu's exports and adds a real counterweight.

August 2026
▲2▼2

Shin-Etsu: AI demand and photoresist price hikes offset profit miss and China trade hit

  • NVIDIA deepens ties with Japanese suppliers, boosting wafer demand NVIDIA's CEO met with Shin-Etsu and other Japanese suppliers, signaling that AI expansion will keep driving demand for Shin-Etsu's silicon wafers. More AI chips mean more wafer sales, which supports future revenue and profits.

    This is a new demand signal that directly supports Shin-Etsu's core semiconductor materials business.

  • Full-year profit forecast misses market expectations, shares drop 8% Shin-Etsu projected net profit of 525 billion yen, below the 566.8 billion yen analysts expected. The weak outlook, partly from poor vinyl chloride conditions, caused the stock to fall over 8% as investors lowered their expectations.

    This is a new negative event that directly hit the stock price and reflects a real earnings shortfall.

  • Photoresist price hikes of up to 38% lift margins Shin-Etsu and peers are raising photoresist prices by 15% overall from October 1, with high-end grades up to 38% for spot orders. Higher prices should boost Shin-Etsu's revenue and profit margins in this key product line.

    This is a new pricing action that directly improves profitability for a major Shin-Etsu product.

  • China imposes up to 99.2% anti-dumping deposits on Shin-Etsu's dichlorosilane China will require deposits of up to 99.2% on imports of Shin-Etsu's dichlorosilane, a semiconductor material, starting September 8. This trade measure, seen as pressure on Japan, could hurt Shin-Etsu's sales to China and add uncertainty.

    This is a new regulatory/trade action that directly threatens Shin-Etsu's exports and adds a real counterweight.

Latest
▲2▼2

Shin-Etsu: AI demand and photoresist price hikes offset profit miss and China trade hit

  • NVIDIA deepens ties with Japanese suppliers, boosting wafer demand NVIDIA's CEO met with Shin-Etsu and other Japanese suppliers, signaling that AI expansion will keep driving demand for Shin-Etsu's silicon wafers. More AI chips mean more wafer sales, which supports future revenue and profits.

    This is a new demand signal that directly supports Shin-Etsu's core semiconductor materials business.

  • Full-year profit forecast misses market expectations, shares drop 8% Shin-Etsu projected net profit of 525 billion yen, below the 566.8 billion yen analysts expected. The weak outlook, partly from poor vinyl chloride conditions, caused the stock to fall over 8% as investors lowered their expectations.

    This is a new negative event that directly hit the stock price and reflects a real earnings shortfall.

  • Photoresist price hikes of up to 38% lift margins Shin-Etsu and peers are raising photoresist prices by 15% overall from October 1, with high-end grades up to 38% for spot orders. Higher prices should boost Shin-Etsu's revenue and profit margins in this key product line.

    This is a new pricing action that directly improves profitability for a major Shin-Etsu product.

  • China imposes up to 99.2% anti-dumping deposits on Shin-Etsu's dichlorosilane China will require deposits of up to 99.2% on imports of Shin-Etsu's dichlorosilane, a semiconductor material, starting September 8. This trade measure, seen as pressure on Japan, could hurt Shin-Etsu's sales to China and add uncertainty.

    This is a new regulatory/trade action that directly threatens Shin-Etsu's exports and adds a real counterweight.