Komori
Tokyo Electron Device Limited (2760) · InitiativeRestated

Expanding the Range of High-Value-Added, Less Price-Volatile Products

First written in FY2016. 5 of 8 entries say "Restated". Latest entry: FY2025.

8entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018RestatedFY2019 – FY20252016: 120162017: 120172018: 220182019: 220192020: 020202021: 120212022: 020222023: 020232024: 020242025: 12025
Same theme, other companies
Specialization in High-Value-Added ProductsA theme 8 companies write about · 0 as a headwind · 8 as a tailwind

5 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. FY2025RestatedAnnual report

    「The Group has long pursued measures to avoid the impact of these risks on earnings, including increasing its handling of products with high added value and relatively limited price volatility, and reducing the carrying value of long-stagnant products in preparation for a decline in their future saleability.」

    The Company continues its policy of addressing these risks by expanding high-value-added products with limited price volatility and reducing the value of long-stagnant products.
  2. FY2021RestatedAnnual report

    「The Group has long pursued measures to avoid the impact of these risks on earnings, including increasing its handling of products with high added value and relatively limited price volatility, and reducing the carrying value of long-stagnant products in preparation for a decline in their future saleability.」

    In addition to expanding its handling of high-value-added products with limited price volatility, the Company describes reducing the carrying value of long-stagnant products as a measure to address earnings volatility.
  3. FY2019RestatedAnnual report

    「For some time, the Group has pursued measures to avoid these effects, including increasing its handling of products with high added value and relatively limited price volatility. However, a deterioration in the supply-demand balance across the electronics industry, including the Group's trading partners, could affect the Group's earnings.」

    The Company continues to describe measures to avoid the effects of demand and price volatility by expanding its handling of high-value-added products with limited price volatility.
  4. FY2019-Q3AdvancedAnnual report

    「Changes in the product mix increased the profit margin, resulting in segment profit (ordinary profit) of ¥1,405 million, down 0.1% year on year.」

    The report states that the profit margin increased through changes in the product mix.
  5. FY2019-Q2AdvancedAnnual report

    「Sales of relatively high-margin products for industrial equipment and automotive applications remained firm, among other factors, resulting in segment profit (ordinary profit) of ¥882 million, up 27.7% year on year.」

    Sales of relatively high-margin products for industrial equipment and automotive applications remained firm, and segment profit rose 27.7% even as revenue declined due to the termination of distributor agreements and other factors.
  6. FY2018RestatedAnnual report

    「For some time, the Group has pursued measures to avoid these effects, including increasing its handling of products with high added value and relatively limited price volatility. However, a deterioration in the supply-demand balance across the electronics industry, including the Group's trading partners, could affect the Group's earnings.」

    The Company continues to avoid demand and price volatility by expanding its handling of high-value-added products with limited price volatility.
  7. FY2017RestatedAnnual report

    「For some time, the Group has pursued measures to avoid these effects, including increasing its handling of products with high added value and relatively limited price volatility. However, a deterioration in the supply-demand balance across the electronics industry, including the Group's trading partners, could affect the Group's earnings.」

    The Company has reiterated its measures to avoid volatility by expanding its handling of high-value-added products with limited price volatility.
  8. FY2016First statedAnnual report

    「For some time, the Group has pursued measures to avoid these effects, including increasing its handling of products with high added value and relatively limited price volatility.」

    Adjustments to the product mix to limit earnings volatility arising from semiconductor demand and capital investment trends.
Moved together

"Medium-Term ROE of 10% and Improvements in the D/E Ratio and Equity Ratio" moved the same way as this thread, in the same document, in 2 of its 8 moves.

2222★1234
  1. ★This thread
  2. 1Medium-Term ROE of 10% and Improvements in the D/E Ratio and Equity Ratio2×
  3. 2Recovery in performance driven by the semiconductor and electronic devices businesses2×
  4. 3Expansion of products and maintenance capabilities in the data center, cloud, and security fields2×
  5. 4Financing Through Internal Funds, Bank Borrowings and Trade Receivables Securitization, and Strengthening Financial Soundness2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Tokyo Electron Device Limited's next results are scheduled for 2026-10-28. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.