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Shin-Etsu Chemical (4063) · InitiativeReframed

Growth in Global Markets Through the Use of Manufacturing Facilities in the United States, China, Taiwan and Fukui

First written in FY2016. 6 of 13 entries say "Restated". Latest entry: FY2024-Q3.

13entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017 – FY2018RestatedFY2019-Q1 – FY2020-Q3ReframedFY2020 – FY2021RestatedFY20222016: 120162017: 120172018: 420182019: 220192020: 220202021: 120212022: 120222023: 020232024: 1
Same theme, other companies
Diversification of global production hubs and local production for local consumptionA theme 147 companies write about · 0 as a headwind · 158 as a tailwind

Shin-Etsu Chemical moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).

2 other companies' latest entry also says "Reframed".

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 147 companies compared. The sentences above are computed from all 147.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3ReframedAnnual report

    「In addition, restructuring costs for the Optical Materials business were recorded as an extraordinary loss.」

    For the Optical Materials business, including optical-fiber preforms, it records restructuring costs related to part of the business in addition to the previous explanation of expansion in global markets and quality improvement.
  2. FY2022RestatedAnnual report

    「For optical-fiber preforms, we are actively pursuing research and development in optical communications to maintain and improve world-class quality.」

    In addition to the previous direction of leveraging sites serving global markets and the Chinese joint venture, research and development is continuing to maintain and improve world-class quality.
  3. FY2021ReframedAnnual report

    「For optical-fiber preforms, we will capture demand arising from infrastructure investment beginning in major countries.」

    In addition to the previous explanation of leveraging the Chinese joint venture and sites serving global markets, the focus is on capturing demand arising from infrastructure investment in major countries.
  4. FY2020ReframedAnnual report

    「For optical-fiber preforms, we will meet customer requirements as the only merchant supplier.」

    In addition to the previous explanation of growth in global markets through multiple sites, it positions the optical-fiber preform business as meeting customer requirements as the only merchant supplier.
  5. FY2020-Q3RestatedAnnual report

    「Optical-fiber preforms faced difficult conditions due to the deterioration of market conditions.」

    The optical-fiber preform business, which leverages sites serving global markets and a Chinese joint venture, continues to face difficult conditions due to deteriorating market conditions.
  6. FY2020-Q2RestatedAnnual report

    「Optical-fiber preforms faced difficult conditions due to the deterioration of market conditions.」

    It states that optical-fiber preforms continue to face difficult conditions due to deteriorating market conditions.
  7. FY2019-Q3RestatedAnnual report

    「For optical-fiber preforms, demand for optical fiber began to slow around October last year, but sales at the Chinese joint venture remained firm.」

    It states that, while demand for optical fiber showed signs of slowing, sales at the Chinese joint venture remained firm.
  8. FY2019-Q2RestatedAnnual report

    「Optical-fiber preforms performed well, capturing growing global demand, with production at the Chinese joint venture also contributing.」

    It continues to state that capturing growing global demand and production at the Chinese joint venture contributed to the strong performance of optical-fiber preforms.
  9. FY2019-Q1RestatedAnnual report

    「Optical-fiber preforms performed well, capturing growing global demand, with production at the Chinese joint venture also contributing.」

    It states that, in addition to growing global demand, production at the Chinese joint venture contributed to sales and performance.
  10. FY2018AdvancedAnnual report

    「In addition to optical-fiber preform plants at a total of 3 sites in Japan and China where expansion has been decided, we will leverage sites including the second mask blank plant and the photoresist plant under construction in Taiwan, aiming for further growth as a leading supplier.」

    Expansion has been decided at a total of 3 optical-fiber preform plant sites in Japan and China, and the second mask blank plant has been added, making the site plan for global markets more concrete.
  11. FY2018-Q3AdvancedAnnual report

    「Optical-fiber preforms increased sales, aided by production at a new joint venture in China.」

    It describes the specific progress that a new joint venture in China began production and contributed to increased sales.
  12. FY2017AdvancedAnnual report

    「In our other businesses as well, we will leverage sites including our cellulose plant for coatings in the United States, the new optical-fiber preform plant in China, the newly constructed mask blank plant at the Takefu Plant and the photoresist plant under construction in Taiwan, aiming for further growth in global markets.」

    The new optical-fiber preform plant in China and the newly constructed mask blank plant at the Takefu Plant are mentioned, indicating progress from previously planned construction and expansion sites to specific completion and new-construction stages.
  13. FY2016First statedAnnual report

    「In our other businesses as well, we will leverage sites including our cellulose plant for coatings in the United States, the optical-fiber preform plant being expanded in China, the photoresist plant under construction in Taiwan and the mask blank plant under construction in Fukui Prefecture, aiming for further growth in global markets.」

    It aims to grow in global markets by leveraging the construction and expansion of plants in multiple regions.
Moved together

"Risk of business performance fluctuations due to the global economy, declining demand and price competition" moved the same way as this thread, in the same document, in 4 of its 13 moves.

433322★123456
  1. ★This thread
  2. 1Risk of business performance fluctuations due to the global economy, declining demand and price competition4×
  3. 2Dividend policy of returning to shareholders the benefits of expanded business earnings and a stronger corporate foundation3×
  4. 3¥180 billion Capital Investment Plan for the Next Fiscal Year3×
  5. 4Raw Material Recycling and Sourcing Diversification for Rare-Earth Magnets, and Bringing the Vietnam Plant Up to Full Capacity3×
  6. 5Building a Strong Business Foundation through Global Sales and Manufacturing Sites and Raw-Material Procurement2×
  7. 6Achieving Sustained Revenue and Profit Growth2×

★ 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
Shin-Etsu Chemical's next results are scheduled for 2026-10-27. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth in Global Markets Through the Use of Manufacturing Facilities in the United States, China, Taiwan and Fukui | Shin-Etsu Chemical Co.,Ltd. (4063) | Komori