Ogura Clutch (6408) · FactFirst stated

Expansion of the general industrial market driven by AI- and semiconductor-related demand and labor-saving and automation needs

First written in FY2027-H1. . Latest entry: FY2027-H1.

1entries

1years

0from disclosures

How it moved

Same theme, other companies

Demand in Japan's manufacturing sector for automation, labor-saving solutions and semiconductor capital investmentA theme 9 companies write about · 0 as a headwind · 9 as a tailwind

The whole theme swung hardest in 2024: 2 of 7 companies on the "Worse" side.

0 other companies' latest entry also says "First stated".

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

FY2027-H1First statedAnnual report
「In Japan, sales increased to the motor, lifting and conveying, transformers and reducers, shutter, metalworking, and metal processing industries, among others, as the market was supported by global AI- and semiconductor-related demand, as well as demand for labor-saving and automation solutions driven by labor shortages and for the replacement of aging equipment.」
The company described for the first time as a separate theme that AI- and semiconductor-related demand, labor-saving and automation needs driven by labor shortages, and demand for replacing aging equipment supported the domestic general industrial market.

Moved together

None of this company's other threads moved the same way in the same document twice or more.

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