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2 clusters · 3 sources · 30 days · First seen · Last updated

Masan High-Tech Materials business expansion

Overview

Masan High-Tech Materials (MSR) has experienced significant financial growth, with its stock price increasing 148% since the start of 2026. This surge is driven by rising global tungsten prices and the company’s role in providing approximately 21% of the world’s tungsten supply outside of China. For the first eight months of the year, MSR reported a 5.1-fold increase in net revenue compared to the previous year.

The company is currently diversifying its shareholder structure and preparing for a planned listing on the Ho Chi Minh City Stock Exchange (HoSE) in 2027. Following a strategic investment by the US-based Elmet Group in October 2026, Japanese conglomerate Sojitz signed a memorandum of understanding to acquire a 5% stake in MSR. This partnership aims to integrate Vietnamese tungsten and fluorspar into Japanese supply chains for industries such as semiconductors, aerospace, and artificial intelligence.

Entities

Masan High-Tech Materials · Masan Group · Elmet · Sojitz Corporation · Vietnam

Timeline

  1. [BUSINESS] 3 sources
    Sojitz plans to acquire 5% stake in Masan High-Tech Materials

    Japan’s Sojitz plans to buy a 5% stake in Masan High-Tech Materials to distribute tungsten and fluorspar in Japan, targeting semiconductor and AI supply chains.

  2. [BUSINESS] 3 sources
    Masan High-Tech Materials stock hits record highs amid tungsten growth

    Masan High-Tech Materials (MSR) stock has hit record highs driven by rising tungsten prices, significant revenue growth, and a proposed 60% dividend for 2026.

Sources

anninhthudo.vn · doanhnghiephoinhap.vn · nhandan.vn