Komori
Towa (6315) · InitiativeAdvanced

Market-led sales in the Chinese market and integrated operations between headquarters and local offices

First written in FY2018. 4 of 9 entries say "Restated". Latest entry: FY2026.

9entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2019AdvancedFY2021-Q2 – FY2021ReframedFY2024-Q32018: 320182019: 220192020: 120202021: 120212022: 020222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Market-in sales in China through integrated headquarters and local operationsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Sales in Taiwan and China increased against the backdrop of increased investment in general-purpose memory, while sales of singulation equipment also grew substantially.」

    The company stated that sales in China and Taiwan increased against the backdrop of increased investment in general-purpose memory.
  2. FY2024-Q3ReframedAnnual report

    「In addition to investment in in-house semiconductor production in China, investment in automotive, communications and memory semiconductor devices accelerated. As a result, orders during the first 3 quarters of the current consolidated accounting period totaled ¥40,246 million, up ¥4,887 million, or 13.8%, year on year.」

    In the Chinese market, accelerated investment in automotive devices, communications devices and memory semiconductors, in addition to ongoing investment in in-house semiconductor production, was identified as a factor behind the increase in orders.
  3. FY2021AdvancedAnnual report

    「Against this backdrop, in February 2021 the group completed a new plant for 東和半導体設備(南通)有限公司, strengthening production capacity for the expanding Chinese market and diversifying its production bases to establish a production structure capable of ensuring stable supply even in an emergency.」

    In response to the Chinese market, the company increased local production capacity and diversified its facilities following completion of a new plant, establishing a stable supply structure.
  4. FY2021-Q2AdvancedAnnual report

    「The company also completed development of a new transfer machine (model: SSN1240) in its Chinese subsidiary, which handles design, production and sales on an integrated basis, and held a shipping ceremony for the first machine at the TOWA Suzhou plant on 22 October 2020.」

    The company described specific progress in the Chinese subsidiary's integrated design, production and sales operations, including completion of SSN1240 development and the shipping ceremony for the first machine.
  5. FY2019RestatedAnnual report

    「Although the company actively pursued a sales strategy aimed at expanding market share in China, where competition with rivals had intensified, capital investment in China declined sharply and market conditions deteriorated significantly as a result of the US-China trade war. Accordingly, funds decreased by ¥1,423 million due to longer collection periods for trade receivables from China and other factors.」

    The company continued its sales strategy aimed at expanding market share in China, but capital investment declined sharply and collection periods for trade receivables lengthened.
  6. FY2019-Q3RestatedAnnual report

    「During the first 3 quarters of the current consolidated accounting period, the company continued to actively pursue sales activities for overseas customers, particularly in China, resulting in an increase in trade receivables with long collection terms.」

    The company explained that it continued its sales strategy for overseas customers, mainly in China, but that this resulted in an increase in trade receivables with long collection terms.
  7. FY2019-Q2RestatedAnnual report

    「Although orders and sales to overseas customers, mainly in Asian regions such as China and Taiwan, showed signs of slowing, the company continued to actively pursue its sales strategy for overseas customer regions, resulting in longer collection periods for trade receivables from China.」

    The company continued its sales strategy for overseas customers, mainly in Asia, while also reporting signs of slowing orders and sales and longer collection periods for trade receivables from China.
  8. FY2019-Q1RestatedAnnual report

    「As of the end of the first quarter of the current consolidated accounting period, the company continued to actively pursue its sales strategy for overseas customer regions. Trade receivables increased, mainly because orders and sales to overseas customers, particularly in Asian markets such as China and Taiwan, remained strong.」

    The company continued its sales strategy for overseas customers, mainly in Asian regions such as China and Taiwan, and stated that overseas orders and sales remained strong.
  9. FY2018First statedAnnual report

    「In the expanding Chinese market, the Group has captured demand by integrating its headquarters, local sales subsidiaries and production subsidiaries and responding rapidly and flexibly to customer needs.」

    For the first time, the company specifically described an integrated sales and supply structure in the Chinese market involving headquarters, local sales subsidiaries and production subsidiaries to address customer needs.
Moved together

"Joint Development with Fabless Companies and Foundries, and Support for Advanced Packaging through Compression Technology" moved the same way as this thread, in the same document, in 3 of its 9 moves.

332222★123456
  1. ★This thread
  2. 1Joint Development with Fabless Companies and Foundries, and Support for Advanced Packaging through Compression Technology3×
  3. 2Slow-Moving Platform Inventory and Write-Downs Due to Changes in Customers’ Investment Plans3×
  4. 3Risk of a sharp decline in capital investment due to changes in the economic environment and semiconductor supply-demand conditions2×
  5. 4Securing stable earnings by achieving TOWA’s 10-year vision and medium-term management plans2×
  6. 5Ensuring Management Oversight through the Audit and Supervisory Committee and Independent Outside Directors2×
  7. 6Risk of Production and Sales Suspensions Due to Natural Disasters and Communicable Diseases2×

★ 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.

When this could move next
Towa's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.