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Toyo Denki Seizo K.K.(Toyo Electric Mfg.Co.,Ltd.) (6505) · RiskDropped

Temporary Delays in Some Overseas Orders

First written in FY2017-Q1. 3 of 6 entries say "Mitigated", first in FY2018-Q1. Latest entry: FY2019.

6entries
4years
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ProgressHeldSoftenedWorseFirst statedFY2017-Q1 – FY2017-Q2MitigatedFY2018-Q1 – FY2018-Q32016: 120162017: 220172018: 220182019: 12019
Same theme, other companies
Lower order intake due to temporary delays in overseas ordersA 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. FY2019DroppedAnnual report

    「Although orders for China decreased due to the production transition period associated with a change in high-speed rail models, orders from domestic private railway operators and overseas markets excluding China increased, resulting in a 0.8% year-on-year increase in order intake to ¥26,080 million.」

    There is no reference to temporary delays in overseas orders mentioned previously. For the full year, the production transition period associated with the change in models for China is cited as the main factor affecting orders.
  2. FY2018-Q3MitigatedAnnual report

    「Order intake decreased 2.8% year on year to ¥19,924 million, as the increase in overseas orders was more than offset by the decrease in domestic orders.」

    The reference to temporary delays in some overseas orders, which had appeared through the previous quarter, is absent, and overseas orders have increased.
  3. FY2018-Q2MitigatedAnnual report

    「Order intake decreased 7.8% year on year to ¥12,622 million, as the increase in overseas orders was more than offset by the decrease in domestic orders.」

    The reference to temporary delays in some overseas orders, which had appeared through the previous quarter, is absent, and overseas transportation business orders have increased.
  4. FY2018-Q1MitigatedAnnual report

    「Order intake increased 0.2% year on year to ¥6,992 million, as the increase in overseas orders more than offset the decrease in domestic orders.」

    The reference to temporary delays in some overseas orders, which had appeared through the previous quarter, is absent, and overseas transportation business orders have increased.
  5. FY2017-Q2RestatedAnnual report

    「Although some overseas orders were temporarily delayed, domestic orders increased due in part to higher demand ahead of the 2020 Olympics, resulting in a 6.4% year-on-year increase in order intake to ¥13,686 million.」

    Temporary delays in some overseas orders continue to be cited as a factor affecting transportation business orders.
  6. FY2017-Q1First statedAnnual report

    「Some overseas orders have been temporarily delayed.」

    The document states that some overseas orders for the transportation business were in fact temporarily delayed and became a factor behind the decrease in order intake.
Moved together

"Restructuring the Production System and Managing Quality Globally" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333222★123456
  1. ★This thread
  2. 1Restructuring the Production System and Managing Quality Globally3×
  3. 2Exchange Rate Fluctuations3×
  4. 3Changes in the Fair Value of Assets Held3×
  5. 4Concentration of Sales in the Transportation and Industrial Businesses and Economic Fluctuations2×
  6. 5Changes in overseas conditions2×
  7. 6Strengthening International Competitiveness Through Overseas Bases2×

★ 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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Temporary Delays in Some Overseas Orders | TOYO DENKI SEIZO K.K.(TOYO ELECTRIC MFG.CO.,LTD.) (6505) | Komori