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Moresco (5018) · RiskMaterialised

Lower shipments due to scheduled repairs to customer equipment

First written in FY2019-Q3. 2 of 4 entries say "Materialised", first in FY2019. Latest entry: FY2023-Q3.

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ProgressHeldSoftenedWorseMaterialisedFY2019RestatedFY2021-Q12019: 220192020: 120202021: 020212022: 020222023: 1
Same theme, other companies
Lower shipments due to scheduled repairs to customer equipmentA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3MaterialisedAnnual report

    「In the Materials segment, shipments for polystyrene plasticizer applications declined due to the impact of major scheduled maintenance at a customer plant.」

    Major scheduled maintenance at a customer plant has been reflected in actual results as a decline in shipments for polystyrene plasticizer applications.
  2. FY2021-Q1RestatedAnnual report

    「Shipments for polystyrene plasticizer applications were affected by lower plant operating rates resulting from customers' scheduled equipment maintenance, while shipments for cosmetics applications were affected by lower inbound tourism consumption and requests to refrain from going out. Both were below the year-earlier period.」

    Lower plant operating rates due to customers' scheduled equipment maintenance have continued to be reflected in actual results as a decline in liquid paraffin shipments.
  3. FY2019MaterialisedAnnual report

    「In terms of volume, shipments of liquid paraffin for polystyrene plasticizer applications declined due to the prolonged scheduled maintenance of facilities at some customers, while shipments for lithium-ion battery applications declined due to lower production at some customers, among other factors.」

    The prolonged scheduled maintenance of customer facilities has been reflected in full-year results as a decline in liquid paraffin shipments.
  4. FY2019-Q3First statedAnnual report

    「In terms of volume, shipments of liquid paraffin for polystyrene plasticizer applications, which had been strong in the first half, turned downward in the third quarter due to lower plant operating rates resulting from customers' scheduled equipment maintenance. However, shipments for pharmaceutical and cosmetics applications remained strong, among other factors, securing higher revenue.」

    Lower plant operating rates due to customers' scheduled equipment maintenance have been reflected in actual results as a decline in liquid paraffin shipments.
Moved together

"Capturing demand in the North American market and Mexico" moved the same way as this thread, in the same document, in 2 of its 4 moves.

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  1. ★This thread
  2. 1Capturing demand in the North American market and Mexico2×
  3. 2Domestic Economic Slowdown and Sluggish Automobile and Steel Production2×
  4. 3Slowing Economic Growth in China and Southeast Asia and Uncertainty About the Outlook2×
  5. 4Rising Crude Oil and Naphtha Prices2×
  6. 5Uncertainty in Global Affairs Resulting from Policies under the New US Administration and European Presidential Elections2×

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Lower shipments due to scheduled repairs to customer equipment | MORESCO Corporation (5018) | Komori