Cds (2169) · FactReframed
Slight Increase in Vehicle Production in the Automotive Market
First written in FY2025-H1. 1 of 2 entries say "Reframed", first in FY2026-H1. Latest entry: FY2026-H1.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Risk of reliance on sales affected by weak end-market demand for automobiles, electronic equipment and other productsA theme 87 companies write about · 86 as a headwind · 1 as a tailwind
Cds moved to the "Worse" side of this theme in 2026, 7 years after the typical company in this theme (2019).
The whole theme swung hardest in 2019: 38 of 70 companies on the "Worse" side.
3 other companies' latest entry also says "Reframed".
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.
Showing 14 of the 87 companies compared. The sentences above are computed from all 87.Full recordFilings, disclosures and news, newest first
- FY2026-H1ReframedAnnual report
「当社グループの主要取引先が属する各市場の動向につきましては、自動車市場において、関税政策の影響や地政学リスクの高まりにより、引き続き注視を要する状況が続いております。」
自動車市場について、前回の生産台数微増という認識から、関税政策と地政学リスクの影響を受け、引き続き注視を要する市場環境との説明へ重点が移っている。 - FY2025-H1First statedAnnual report
「Production volumes in the automotive market increased slightly.」
First disclosure that production volumes in the automotive market, where major customers operate, increased slightly.