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Osg (6136) · RiskMitigated

Weak Orders and Lower Capacity Utilization in Taiwan

First written in FY2023-Q1. 4 of 7 entries say "Restated". Latest entry: FY2026-H1.

7entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q3 – FY2024-Q22023: 320232024: 320242025: 020252026: 12026
Same theme, other companies
Impact on results from stagnation in overseas markets, including South Korea and ASEANA theme 42 companies write about · 44 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2019: 15 of 34 companies on the "Worse" side.

10 other companies' latest entry also says "Mitigated".

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 42 companies compared. The sentences above are computed from all 42.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「Taiwan's economy maintained its recovery trend, supported by rising demand for semiconductors, electronic components and AI-related products.」

    Taiwan has shifted from the previously challenging conditions caused by declining external demand to maintaining a recovery trend driven by demand for semiconductors, electronic components and AI-related products.
  2. FY2024-Q2RestatedAnnual report

    「Even in export-driven Taiwan, conditions became challenging due to declining external demand, although signs of recovery have emerged in some industries.」

    It has been reconfirmed that, while challenging conditions due to declining external demand continue in Taiwan, signs of recovery are emerging in some industries.
  3. FY2024-Q1RestatedAnnual report

    「Even in export-driven Taiwan, conditions became challenging due to declining external demand, although signs of a gradual recovery have emerged in some industries.」

    It has been reconfirmed that, while challenging conditions due to declining external demand continue in Taiwan, signs of recovery are emerging in some industries.
  4. FY2023RestatedAnnual report

    「Even in export-driven Taiwan, conditions became challenging due to declining external demand, although signs of a gradual recovery have emerged in some industries.」

    It has been reconfirmed that, while challenging conditions due to declining external demand continue in Taiwan, signs of recovery are emerging in some industries.
  5. FY2023-Q3RestatedAnnual report

    「Even in export-driven Taiwan, conditions became challenging due to declining external demand.」

    It has been reconfirmed that challenging conditions continue in Taiwan due to declining external demand.
  6. FY2023-Q2ReframedAnnual report

    「Even in export-driven Taiwan, conditions became challenging due to declining external demand.」

    Regarding the challenging conditions in Taiwan, the decline in external demand is identified as the primary factor, in addition to weak orders and lower operating rates caused by infectious disease and the Lunar New Year holiday in the previous quarter.
  7. FY2023-Q1First statedAnnual report

    「Taiwan also faced difficult conditions, as did China, including an increase in cases of COVID-19, weak orders and lower operating rates associated with the Lunar New Year holiday.」

    The company states that Taiwan experienced an increase in cases of infectious disease, weak orders associated with the Lunar New Year holiday and lower operating rates.
Moved together

"Goodwill Amortization Burden Associated with M&A" moved the same way as this thread, in the same document, in 2 of its 7 moves.

2★1
  1. ★This thread
  2. 1Goodwill Amortization Burden Associated with M&A2×

★ 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.

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Weak Orders and Lower Capacity Utilization in Taiwan | OSG Corporation (6136) | Komori