Vixton (3840) · RiskMaterialised

Procurement and delivery risks for components of wood biomass power generation equipment

First written in FY2026. 4 of 4 entries say "Materialised", first in FY2026. Latest entry: 2026-11-13.

4entries

1years

3from disclosures

How it moved

Same theme, other companies

Project Progress Risks from Shortages of Materials and Equipment and Delivery DelaysA theme 50 companies write about · 52 as a headwind · 0 as a tailwind

Vixton moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2026: 12 of 27 companies on the "Worse" side.

9 other companies' latest entry also says "Materialised".

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.

Showing 14 of the 50 companies compared. The sentences above are computed from all 50.

Full recordFilings, disclosures and news, newest first

FY2026MaterialisedAnnual report
「In manufacturing the facility, the manufacturer, 循環資源HD, became unable to establish a procurement outlook for necessary components, including samarium-cobalt magnets, due to the impact of geopolitical issues such as China’s restrictions on exports of rare earths to Japan.」
The company was unable to establish an outlook for procuring components such as rare earths, resulting in the delivery date for the power generation facility becoming undetermined, the acquisition being discontinued and the business launch date becoming undetermined. The disclosure also described an agreement to refund the ¥484.055 million already paid and a review of alternative specifications and the supply chain.

Moved together

"Early return to profitability and establishment of core earnings drivers" moved the same way as this thread, in the same document, in 3 of its 4 moves.

★ 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

Vixton's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-11-13: "Materialised".

News

No news is linked to this thread yet. When an article touches it, it will appear here by date.