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Matsumoto Yushi-Seiyaku (4365) · FactRestated

Increased sales of capital investment-related materials driven by strong semiconductor market conditions

First written in FY2018-Q2. 12 of 16 entries say "Restated". Latest entry: FY2024-Q3.

16entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2019-Q2RestatedFY2019 – FY2020-Q3RestatedFY2021-Q3 – FY2022-Q32017: 12018: 320182019: 420192020: 220202021: 320212022: 120222023: 120232024: 1
Same theme, other companies
Expansion of sales of materials related to semiconductor capital investmentA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

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

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. FY2024-Q3RestatedAnnual report

    「In the polymers, inorganic products and other businesses, sales in the domestic textile-related field improved through the pass-through of higher raw material costs, despite differences by production region and application. In the non-textile industrial business, demand contracted in some applications because of the deteriorating European economy, but shipments for automotive parts were on a recovery trend as automakers’ production recovered. As a result, sales exceeded the same period of the previous year, and revenue from external customers was ¥8,266 million, up 1.3% year on year.」

    Although this filing does not explicitly state the impact of the semiconductor market slowdown, demand in some applications continues to contract due to the weaker European economy, while shipments for automotive parts are on a recovery trend.
  2. FY2024-Q2WorsenedAnnual report

    「In the non-fiber industrial-related business, shipments for automotive parts were on a recovery trend as automakers resumed production, but demand contracted in some applications due to the deteriorating European economy and the slowdown in the semiconductor market. As a result, sales fell below the same period of the previous year, and sales to external customers were ¥5,383 million, down 2.1% year on year.」

    In addition to the previously cited factor of the semiconductor market's impact on lower sales, the slowdown in the semiconductor market actually led to weaker demand in some applications and lower year-on-year revenue in the current quarter.
  3. FY2022-Q3RestatedAnnual report

    「Sales of capital investment-related materials declined due to product discontinuations.」

    The explanation continues to state that sales of capital investment-related materials declined due to the discontinuation of certain products.
  4. FY2022-Q2RestatedAnnual report

    「Sales of capital investment-related materials declined due to product discontinuations.」

    The explanation continues to state that sales of capital investment-related materials declined due to the discontinuation of certain products.
  5. FY2022-Q1RestatedAnnual report

    「Sales of capital investment-related materials declined due to product discontinuations.」

    The explanation continues to state that sales of capital investment-related materials declined due to the discontinuation of certain products.
  6. FY2021-Q3RestatedAnnual report

    「Sales of materials related to capital investment were below the previous quarter's level due to the discontinuation of certain products.」

    The disclosure continues to cite the discontinuation of certain products as the factor behind the decline in sales of capital investment-related materials.
  7. FY2021-Q2ReframedAnnual report

    「Sales of materials related to capital investment were below the previous year's level due to the discontinuation of certain products.」

    In this filing, the factor cited for the year-on-year decline in sales of capital investment-related materials is the discontinuation of certain products, rather than the semiconductor market slowdown previously disclosed.
  8. FY2020-Q3RestatedAnnual report

    「Sales of capital investment-related materials fell below the same quarter of the previous year due to the semiconductor market slowdown.」

    The disclosure continues to state that sales of capital investment-related materials fell below the same period of the previous year due to the semiconductor market slowdown.
  9. FY2020-Q2RestatedAnnual report

    「Sales of capital investment-related materials fell below the same quarter of the previous year due to the semiconductor market slowdown.」

    The disclosure continues to state that sales of capital investment-related materials fell below the same period of the previous year due to the semiconductor market slowdown.
  10. FY2020-Q1RestatedAnnual report

    「Sales of capital investment-related materials fell below the same quarter of the previous year due to the semiconductor market slowdown.」

    The disclosure continues to state that sales of capital investment-related materials fell below the same period of the previous year due to the semiconductor market slowdown.
  11. FY2019RestatedAnnual report

    「Sales of capital investment-related materials fell below the same period of the previous year as the previously strong semiconductor market slowed.」

    The full-year disclosure also states that sales of capital investment-related materials fell below the same period of the previous year due to the semiconductor market slowdown.
  12. FY2019-Q3WorsenedAnnual report

    「Sales of capital investment-related materials fell below the same quarter of the previous year as the previously strong semiconductor market slowed.」

    The situation changed from higher sales against the backdrop of a strong semiconductor market to sales of capital investment-related materials falling below the same period of the previous year due to the semiconductor market slowdown.
  13. FY2019-Q2RestatedAnnual report

    「Sales of capital investment-related materials exceeded the same quarter of the previous year, reflecting the strong semiconductor market.」

    The disclosure continues to state that sales of capital investment-related materials exceeded the same quarter of the previous year against the backdrop of a strong semiconductor market.
  14. FY2019-Q1RestatedAnnual report

    「Sales of capital investment-related materials exceeded the same quarter of the previous year, reflecting the strong semiconductor market.」

    The disclosure continues to state that sales of capital investment-related materials exceeded the same period of the previous year against the backdrop of a strong semiconductor market.
  15. FY2018-Q3RestatedAnnual report

    「Sales of capital-investment-related materials exceeded the year-earlier period, helped by the strong semiconductor market.」

    The disclosure continues to state that sales of capital investment-related materials exceeded the same period of the previous year against the backdrop of a strong semiconductor market.
  16. FY2018-Q2First statedAnnual report

    「Sales of capital-investment-related materials exceeded the year-earlier period, helped by the strong semiconductor market.」

    Strong semiconductor-market conditions drove sales of capital-investment-related materials above the year-earlier level.
Moved together

"Indonesia's economic slowdown and declining demand for automobiles and motorcycles" moved the same way as this thread, in the same document, in 2 of its 16 moves.

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  1. ★This thread
  2. 1Indonesia's economic slowdown and declining demand for automobiles and motorcycles2×
  3. 2Firm and recovering automotive-related demand in the United States and China2×

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Increased sales of capital investment-related materials driven by strong semiconductor market conditions | MATSUMOTO YUSHI-SEIYAKU CO.,LTD. (4365) | Komori