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Tmh (280A) · InitiativeRestatedLatest Financial results presentation (2026-10-15): "Advanced"

Agency Business for Major Semiconductor Manufacturing Equipment Makers

First written in FY2025. 6 of 8 entries say "Advanced", first in 2026-04-14. Latest entry: 2026-10-15.

8entries
1years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Advanced2026-04-14 – 2026-04-17Advanced2026-07-15 – 2026-10-152026: 82026
Same theme, other companies
Expanding sales through a business alliance with a major agencyA theme 5 companies write about · 0 as a headwind · 5 as a tailwind

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

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.
Moved together

"Domestic adoption and procurement DX for LAYLA-EC" moved the same way as this thread, in the same document, in 5 of its 8 moves.

544333★123456
  1. ★This thread
  2. 1Domestic adoption and procurement DX for LAYLA-EC5×
  3. 2Evolution into a semiconductor manufacturing integrator4×
  4. 3Recruiting and Developing Talent for Engineering and Solution Sales4×
  5. 4Total Solutions through Engineering and Platform Capabilities3×
  6. 5Growth to approximately ¥100 billion in consolidated net sales through Vision10003×
  7. 6Strengthening Sales in China by the Shanghai Subsidiary3×

★ 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
No upcoming earnings preview for Tmh yet. It last moved in the Financial results presentation of 2026-10-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Agency Business for Major Semiconductor Manufacturing Equipment Makers | TMH Inc. (280A) | Komori