Komori
Cds (2169) · FactRaised

Medium- to Long-Term Demand Growth Driven by 5G, DX and Electric Vehicle Adoption

First written in FY2020. 1 of 2 entries say "Raised", first in FY2023. Latest entry: FY2023.

2entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY20202021: 120212022: 020222023: 020232024: 12024
Same theme, other companies
Advancement of Electronics Driven by 5G, Automotive Electrification, AI and IoTA theme 32 companies write about · 0 as a headwind · 34 as a tailwind

The whole theme swung hardest in 2019: 5 of 15 companies on the "Worse" side.

0 other companies' latest entry also says "Raised".

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 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. FY2023RaisedAnnual report

    「当社グループを取り巻く環境としましては、ＤＸ（デジタル・トランスフォーメーション）への取り組み、電気自動車の推進をはじめとする脱炭素への取り組み、生成ＡＩの普及など、中長期的に当社グループへの需要も拡大するものと考えております。」

    中長期需要の拡大要因について、従来のDX・電気自動車普及に加え、生成AIの普及を新たに明示している。
  2. FY2020First statedAnnual report

    「Strategic investment and product development related to 5G (fifth-generation mobile communications systems), initiatives involving DX (digital transformation), and the accelerating adoption of electric vehicles as part of decarbonization provide ample potential drivers of medium- to long-term economic improvement and are expected to expand demand for the Group if the effects of COVID-19 are brought under control.」

    First standalone disclosure identifying 5G, DX, and electric vehicle adoption as factors that could drive medium- to long-term economic improvement and demand for the Group after COVID-19 is contained.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Cds yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.