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Techno Alpha (3089) · RiskDropped

Stagnation of Oil-Related Projects Due to Lower Crude Oil Prices

First written in FY2016-Q2. 2 of 6 entries say "Restated". Latest entry: FY2017-Q3.

6entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016-Q2 – FY2016ReframedFY2017-Q1RestatedFY2017-Q2 – FY2017-Q32016: 220162017: 42017
Same theme, other companies
Stagnation of Overseas Energy Businesses Due to Low Crude Oil Prices and the Shift in Energy InvestmentA theme 8 companies write about · 8 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2020: 3 of 6 companies on the "Worse" side.

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

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. FY2017-Q3DroppedAnnual report

    「環境機器については、引き合いは増加傾向にあり、比較的大きな受注を得たものの」

    環境機器の説明では、原油関係に代わる新たな業界・用途への取り組みという前四半期までの表現は記載されず、引き合い増加と受注獲得が記載されている。
  2. FY2017-Q2RestatedAnnual report

    「環境機器事業については、原油関係に代わる新たな業界、用途での案件に取り組んで参りました。」

    原油関係に代わる新たな業界・用途の案件へ取り組むという対応方向を継続して記載している。
  3. FY2017-Q1ReframedAnnual report

    「原油関係に代わる新たな案件に取り組んで参りました。」

    原油関連案件の停滞という従来の記載から、原油関係に代わる案件への取り組みという対応方向の記載に変わっている。
  4. FY2016DroppedAnnual report

    「当社グループの事業展開上において、投資者の判断に重要な影響を及ぼす可能性のある事項には、以下のようなものがあります。」

    通期の事業等のリスクでは、原油安による原油関連案件の進捗停滞を個別項目として記載していない。
  5. FY2016-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油安による案件進捗への個別の追加説明はないが、事業等のリスクについて重要な変更はないと記載している。
  6. FY2016-Q2First statedAnnual report

    「The progress of the oil-related projects on which we had focused was sluggish due to lower crude oil prices, and performance remained weak.」

    States that lower crude oil prices affected actual performance by slowing progress on oil-related projects.
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Stagnation of Oil-Related Projects Due to Lower Crude Oil Prices | Techno Alpha Co.,Ltd. (3089) | Komori