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Macnica Holdings (3132) · FactChina lockdowns alongside demand for decarbonization

Overseas market platform to capture demand from Europe, the U.S. and China

First written in FY2017-Q1. 9 of 18 entries say "Restated". Latest entry: FY2023-Q1.

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ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2018OtherFY2021-Q3 – FY2023-Q12016: 220162017: 320172018: 420182019: 420192020: 220202021: 220212022: 12022
Same theme, other companies
Expansion of the overseas demand base centred on Europe, North America and ChinaA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2023-Q1China lockdowns alongside demand for decarbonizationAnnual report

    「Although some regional effects of China's lockdowns were seen, semiconductor demand remained at a high level, supported by increased demand for manufacturing DX and digital-related products driven by efficiency gains and labor savings.」

    While China's lockdowns had a regional impact, manufacturing DX and digital-related demand continue to support semiconductor demand.
  2. FY2022-Q1Recovery centered on China alongside uncertainty by regionAnnual report

    「In the global economy, an economic recovery is expected in countries where vaccinations have begun, and conditions in China, in particular, have recovered as normalization progressed there ahead of other countries. Business conditions are also gradually improving in other regions, but in some areas, including India, the situation remains unpredictable due to factors such as an increase in COVID-19 variants.」

    While normalization and market recovery are progressing, particularly in China, uncertainty remains in some regions, including India, due to an increase in variants, indicating differing rates of recovery by region.
  3. FY2021-Q3Recovery in China's automotive demand alongside concerns over stagnation in Europe and the USAnnual report

    「The automotive market, which had suffered significant damage from the spread of COVID-19, began to improve, and production by Japanese passenger-vehicle manufacturers, particularly in China, also recovered steadily.」

    Recovery in automotive demand and production, centered on China, was evident against previously weak overseas demand. In Europe and the US, concerns remained over a prolonged stagnation in economic activity due to the spread of COVID-19.
  4. FY2021-Q2SoftenedAnnual report

    「The automotive and industrial equipment markets have been gradually recovering, partly due to a recovery in demand in China, but the outlook remains uncertain because of US-China trade friction and the renewed spread of COVID-19.」

    Although the recovery in demand in China has pointed to gradual signs of recovery in the automotive and industrial equipment markets, uncertainty remains due to US-China trade friction and the renewed spread of COVID-19.
  5. FY2020-Q3RestatedAnnual report

    「Although electrification-related business remained solid, vehicle sales declined due to weak demand, particularly in China.」

    While electrification-related business remained solid, vehicle sales continued to decline amid weak demand, including in China.
  6. FY2020-Q2WorsenedAnnual report

    「Although electrification-related business remained solid, vehicle sales declined due to weak demand.」

    While electrification-related business remained solid, vehicle sales declined due to weak demand, indicating a weakening demand environment for the automotive market.
  7. FY2020-Q1WorsenedAnnual report

    「Although electrification-related business remained solid, vehicle sales declined due to weak demand.」

    While electrification-related business remained solid, vehicle sales declined, indicating a weakening demand environment for the automotive market.
  8. FY2019RestatedAnnual report

    「Although Europe and China declined, domestic sales remained solid in the automotive market.」

    The regional composition of the automotive market continued to show declines in Europe and China alongside solid domestic sales, including for the full fiscal year.
  9. FY2019-Q3WorsenedAnnual report

    「Although Europe and China declined, domestic sales remained solid in the automotive market.」

    Europe and China, which had previously supported the automotive market, declined, weakening the overseas market base. Domestic sales, however, remained solid.
  10. FY2019-Q2RestatedAnnual report

    「Although demand in China was trending downward following the expiration of tax incentives, sales to emerging markets, particularly in Asia, remained strong.」

    Demand from emerging markets, particularly Asia, continues to offset the slowdown in demand from China.
  11. FY2019-Q1ReframedAnnual report

    「The automotive market remained firm as growth in emerging markets, particularly in Asia, provided support while Japan, the US, Europe and China slowed.」

    The regions supporting the automotive market have shifted from the previous focus on Europe, the US and China to growth in emerging markets, particularly in Asia, offsetting the slowdown in Japan, the US, Europe and China.
  12. FY2018RestatedAnnual report

    「The automotive market delivered solid results as Europe and the US maintained resilient demand, despite slower growth in China's new-vehicle market due to factors including reduced tax incentives.」

    While growth in China's new-vehicle market has slowed, resilient demand in Europe and the US continues to support the automotive market.
  13. FY2018-Q3RestatedAnnual report

    「The automotive market delivered solid results, with shipment volumes maintained in the major regions of the US, Europe and China.」

    Shipment volumes were maintained in the major markets of the US, Europe and China, and overseas markets continued to support the automotive market.
  14. FY2018-Q2RestatedAnnual report

    「Although the US market was somewhat soft, shipments remained high, including in Europe and China, resulting in solid performance.」

    Despite some weakness in the US, overseas demand, including in Europe and China, continues to support high shipment levels.
  15. FY2018-Q1RestatedAnnual report

    「The automotive market delivered strong results, supported by consumer demand in Europe and China, although some weakness was seen in the US.」

    Although the US market showed some weakness, consumer demand in Europe and China continued to support the automotive market, which remained strong.
  16. FY2017-Q3RestatedAnnual report

    「The automotive market delivered strong results, supported by healthy consumer demand in Europe, the US and China.」

    Demand in Europe, the US and China continues to support the automotive market.
  17. FY2017-Q2RestatedAnnual report

    「The automotive market performed well as favorable market conditions in Europe, the U.S. and China supported consumer spending.」

    The demand environment in Europe, the US and China continues to support the automotive market.
  18. FY2017-Q1First statedAnnual report

    「Although domestic conditions in the automotive market continued to lack strength, demand in Europe, the U.S. and China drove the market, which remained solid overall.」

    It is stated that demand in Europe, the U.S. and China supported the automotive market overall despite weakness domestically.
Moved together

"Decline in Revenue and Profit in the Integrated Circuits, Electronic Devices and Other Business" moved the same way as this thread, in the same document, in 4 of its 18 moves.

443332★123456
  1. ★This thread
  2. 1Decline in Revenue and Profit in the Integrated Circuits, Electronic Devices and Other Business4×
  3. 2Signs of weakening demand in the U.S. automotive market4×
  4. 3Slowing Industrial Equipment Demand Due to China’s Economic Downturn and Cautious Capital Investment3×
  5. 4Slowing Recovery in Overseas Economies and Uncertainty in Financial and Capital Markets3×
  6. 5Downside to the Global Economy and Capital Investment from U.S.-China Trade Tensions3×
  7. 6Consolidated results: lower revenue and profit due to yen appreciation and higher SG&A expenses, among other factors2×

★ 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
Macnica Holdings's next results are scheduled for 2026-11-02. Read the earnings preview
News
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