JESCO Holdings (1434) · RiskDropped
Uncertainty over Telecommunications Operators’ Capital Expenditure
First written in FY2016-Q3. 1 of 4 entries say "Restated". Latest entry: FY2018.
4entries
3years
0from disclosures
How it moved
Same theme, other companies
Deterioration in Order Environment Due to Telecommunications Operators’ Capital Investment Restraint and UncertaintyA theme 6 companies write about · 6 as a headwind · 0 as a tailwind
1 other company's latest entry also says "Dropped".
Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
- FY2018DroppedAnnual report通信事業者の設備投資抑制や不透明性を直接のリスクとして説明する記載は、当年度本文では確認できない。
- FY2017ReframedAnnual report
「In Japan’s mobile communications business, even when order volumes can be secured, system compactification is progressing and individual contract prices tend to decline.」
The description has shifted from uncertainty over telecommunications operators’ capital expenditure to an order environment in which contract unit prices decline even when volumes are secured. - FY2016RestatedAnnual report
「Mobile communications projects remained uncertain because telecommunications operators were restraining capital expenditure.」
The uncertainty in the order environment caused by restrained capital expenditure by telecommunications operators is reiterated. - FY2016-Q3First statedAnnual report
「Capital expenditure by telecommunications operators remained uncertain in the mobile communications business.」
Uncertainty in the order environment for the mobile communications business is identified.