化工_席卷亚洲的行业重组浪潮-Chemicals_ Wave of Industry Restructuring Sweeping Across Asia Simplified Version)

Investor Presentation | Japan M Foundation Chemicals: Wave of Industry Restructuring Sweeping Across Asia Simplified Version) l Petrochemical majors (industry view: Attractive): Expecting continued weak petrochemical demand and ethylene utilization rates, but in addition to China's anti-involution policies, there are signs of naphtha cracker downsizing in South Korea; believe the overall mood is improving. Asia petchem prices and spreads unlikely to fall further, but probably lack recovery momentum. Added i ...