Komori
Tokyo Electron Device Limited (2760) · RiskRestated

Risk of Customers' Transfers of Production Overseas and Insufficient Local Sales Bases

First written in FY2016. 20 of 22 entries say "Restated". Latest entry: FY2024-Q2.

22entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021-Q3RestatedFY2022-Q1 – FY2024-Q22016: 320162017: 420172018: 320182019: 320192020: 220202021: 320212022: 220222023: 22023
Same theme, other companies
Risk of delayed response to customer globalizationA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

3 other companies' latest entry also says "Restated".

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
  1. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    The disclosure states that there have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  2. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    There have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  3. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    There have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  4. FY2023-Q1RestatedAnnual report

    「During the cumulative first quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    There have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  5. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    There have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  6. FY2021MitigatedAnnual report

    「In response, the Group monitors the latest production and demand trends through exchanges of information with customers and seeks to strengthen its customer-focused sales structure, including by determining whether to establish new sales offices or close existing ones depending on the circumstances.」

    As a response to the risk of overseas production transfers, procedures have been established for collecting customer information and determining, depending on the circumstances, whether to open or close sales offices.
  7. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    There have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  8. FY2021-Q1RestatedAnnual report

    「During the cumulative first quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    The disclosure states that there have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  9. FY2020-Q3RestatedAnnual report

    「There were no material changes during the third quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    There have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  10. FY2020-Q2RestatedAnnual report

    「There were no material changes during the second quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    There have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  11. FY2019RestatedAnnual report

    「As customers shift production overseas, the Group is establishing sales offices mainly in Asia and North America to conduct local marketing and sales promotion activities. However, if sales activities become difficult due to customers shifting production to regions where the Group has no sales offices, restrictions on local production and sales, or other factors, the Group's performance may be affected.」

    The Group's response to overseas production transfers through sales offices in Asia and North America and the risk of transfers to regions without sales offices have been reconfirmed.
  12. FY2019-Q3RestatedAnnual report

    「There were no material changes during the third quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in the risks relating to customers shifting production overseas and local sales offices.
  13. FY2019-Q1RestatedAnnual report

    「There were no material changes during the first quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    There have been no material changes in the risks relating to customers shifting production overseas and local sales offices.
  14. FY2018RestatedAnnual report

    「As customers shift production overseas, the Group is establishing sales offices mainly in Asia and North America to conduct local marketing and sales promotion activities. However, if sales activities become difficult due to customers shifting production to regions where the Group has no sales offices, restrictions on local production and sales, or other factors, the Group's performance may be affected.」

    The Group's response through sales offices in Asia and North America and the risk of production transfers to regions without sales offices have been reconfirmed.
  15. FY2018-Q3RestatedAnnual report

    「There were no material changes during the third quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    There have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  16. FY2018-Q2RestatedAnnual report

    「There were no material changes during the second quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    There have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  17. FY2018-Q1RestatedAnnual report

    「There were no material changes during the first quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  18. FY2017RestatedAnnual report

    「As customers shift production overseas, the Group is establishing sales offices mainly in Asia and North America to conduct local marketing and sales promotion activities. However, if sales activities become difficult due to customers shifting production to regions where the Group has no sales offices, restrictions on local production and sales, or other factors, the Group's performance may be affected.」

    The Group's response through sales offices in Asia and North America and the risk of production transfers to regions without sales offices have been reconfirmed.
  19. FY2017-Q3RestatedAnnual report

    「There were no material changes during the third quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  20. FY2017-Q2RestatedAnnual report

    「There were no material changes during the second quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in the risks relating to customers shifting production overseas and insufficient local sales offices.
  21. FY2017-Q1RestatedAnnual report

    「There have been no material changes to the matters concerning “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in the risks relating to customers shifting production overseas and local sales offices.
  22. FY2016First statedAnnual report

    「As customers shift production overseas, the Group is establishing sales offices mainly in Asia and North America to conduct local marketing and sales promotion activities. However, if sales activities become difficult due to customers shifting production to regions where the Group has no sales offices, restrictions on local production and sales, or other factors, the Group's performance may be affected.」

    The Group has established sales offices in Asia and North America to address overseas production transfers, while identifying transfers to regions without sales offices as a risk.
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Tokyo Electron Device Limited's next results are scheduled for 2026-10-28. Read the earnings preview
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