On the ISE CHEMICALS CORPORATION message board, the outlook for 3Q results and iodine prices was discussed ahead of the scheduled earnings announcement on 4 November, with activity by short-selling institutions and the status of new entrants also covered.
The message board stated that ISE CHEMICALS CORPORATION's earnings announcement was scheduled for 4 November 2026. Some posts suggested that the central estimates for the 3Q results were approximately ¥29.2 billion in revenue, ¥6.28 billion in operating profit, ¥6.13 billion in ordinary profit and ¥4.22 billion in net income, while others pointed out that elevated iodine prices after conversion into yen could provide a tailwind.
Regarding iodine market prices, posts estimated approximately US$72,700 per tonne on an FOB Tokyo shipment basis and approximately US$72,735 per tonne on a North America CFR basis, equivalent to approximately ¥11,424/kg after conversion into yen. Participants shared the view that market prices would remain elevated through mid-2026.
Regarding short selling, new institutional entrants and additional selling by institutions including Morgan Stanley were reported on 29 October, and short positions surged to approximately 988,000 shares. At the same time, some pointed to moves aimed at closing out 1.66 million shares by that date, and many expressed interest in how future short covering would affect the share price.