Good observation.
Haraeus is facing challenges though they appear to be more near term. If one understands the photoresist chemical industry – and map out the key players (Honshu Chemicals, Mitsui, Sumitomo and Haraeus), they could see the way things are shaping up in the industry.
-Baba should be viewed as just a mechanism to enter this space, it will take 24 months to penetrate further clients.
-Once a client has been penetrated – most contracts signed don’t even have an expiration clause.
-The product line up of each player is exciting and Baba does have the chemistry ability to serve those clients
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