Zeon (4205) · RiskDropped
Decline in Shipments of Electronic Materials Due to Insufficient Supply Capacity at External Contractor
First written in FY2023-Q2. 1 of 2 entries say "Materialised", first in FY2023-Q2. Latest entry: FY2023.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Risk of insufficient supply capacity and shutdowns at outsourced production partnersA theme 65 companies write about · 67 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2024: 10 of 32 companies on the "Worse" side.
1 other company's 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.
Showing 14 of the 65 companies compared. The sentences above are computed from all 65.Full recordFilings, disclosures and news, newest first
- FY2023DroppedAnnual report
「電子材料関連では、期後半になって半導体メーカーの稼働率低下が顕著となった影響を受け、売上高、営業利益ともに前年同期間を下回りました。」
前四半期に記載された外部委託先の供給能力不足による出荷減は、通期説明では明示されず、半導体メーカーの稼働率低下に置き換わっている。 - FY2023-Q2MaterialisedAnnual report
「Some products were affected by lower shipments because external contractors lacked sufficient supply capacity, resulting in net sales and operating income below the prior-year level.」
The disclosure states that insufficient supply capacity at external contractors actually resulted in lower shipments of certain products and lower revenue and operating income in electronic materials.