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Toyo Tanso (5310) · FactEmerging AI and EV demand

Demand opportunities from digital transformation and carbon neutrality

First written in FY2020. 1 of 4 entries say "Restated". Latest entry: FY2026-H1.

4entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2020 – FY2026-H12021: 120212022: 020222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Expansion of demand related to EVs, HEVs, OLEDs and AI semiconductorsA theme 26 companies write about · 0 as a headwind · 29 as a tailwind

The whole theme swung hardest in 2023: 6 of 23 companies on the "Worse" side.

3 other companies' latest entry also says "Other".

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 26 companies compared. The sentences above are computed from all 26.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Emerging AI and EV demandAnnual report

    「However, toward the second half of the fiscal year, signs of improvement began to emerge. Demand expanded across a broad range of AI-related fields, while EV demand entered a gradual recovery trend due in part to the impact of soaring energy prices. Inventory adjustments came to an end, and orders received by our group also increased.」

    従来のデジタル投資・カーボンニュートラルによる需要機会に加え、AI関連分野の需要拡大とEV需要の緩やかな回復を新たな需要機会として記載している。
  2. FY2023RestatedAnnual report

    「当企業グループにおきましては、デジタル投資やカーボンニュートラル実現の動きが継続すること等により、エレクトロニクスやモビリティ、エネルギー等の産業を中心に、着実な需要が見込まれます。」

    デジタル投資とカーボンニュートラルの進展を、エレクトロニクス、モビリティ、エネルギー分野の需要機会として引き続き位置付けている。
  3. FY2022循環型社会・デジタル社会への拡張Annual report

    「一方で、これらの課題解決も含めて産業構造やライフスタイルの変化が生じており、デジタル社会や循環型社会の急速な進展はその顕著な一例であります。」

    従来のDX・カーボンニュートラルによる需要機会に加え、デジタル社会・循環型社会の進展と新たなニーズを事業機会として位置付けている。
  4. FY2020First statedAnnual report

    「As technological innovation in areas such as digital transformation and carbon neutrality, which are driving the post-COVID transformation of the economic structure, accelerates further, steady demand is expected, particularly in industries such as electronics and automobiles.」

    The Company newly stated its view that accelerating technological innovation in DX and carbon neutrality will generate demand, particularly in electronics and automobiles.
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Demand opportunities from digital transformation and carbon neutrality | TOYO TANSO CO.,LTD. (5310) | Komori