Komori
Kokusai Electric (6525) · InitiativeAdvanced

Securing Materials for the Future

First written in FY2024-Q2. 4 of 6 entries say "Advanced", first in FY2024-Q3. Latest entry: FY2026.

6entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q3 – FY2024SoftenedFY2025AdvancedFY2026-H1 – FY20262023: 120232024: 220242025: 220252026: 12026
Same theme, other companies
Strategic Inventory BuildupA theme 7 companies write about · 2 as a headwind · 4 as a tailwind

The whole theme swung hardest in 2025: 1 of 6 companies on the "Worse" side.

2 other companies' latest entry also says "Advanced".

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
  1. FY2026AdvancedAnnual report

    「In response, we had shifted to a policy of placing planned advance orders for these materials.」

    As a result of continuing the advance-ordering policy, inventories increased from ¥83.2 billion at the end of the previous fiscal year to ¥88.89 billion.
  2. FY2026-H1AdvancedAnnual report

    「In recent years, lead times for some materials have lengthened due to the impact of the global supply chain disruptions that have emerged and increased demand for materials. In response, we had shifted to a policy of placing planned advance orders for these materials.」

    The company continued to place planned advance orders for materials in response to supply chain disruptions and increased demand for materials, and inventories increased by ¥6.1 billion from the end of the previous fiscal year.
  3. FY2025SoftenedAnnual report

    「Inventories decreased from ¥87.682 billion at the end of the previous consolidated fiscal year to ¥83.2 billion.」

    Inventories, which had been increasing through the previous fiscal year, declined, indicating that the buildup of inventory associated with securing materials for future needs has eased.
  4. FY2024AdvancedAnnual report

    「Inventories increased by ¥20.5 billion due to the securing of materials for future needs and other factors, while property, plant and equipment increased by ¥16.6 billion due to the construction of a new plant in Tonami, Toyama Prefecture, among other factors.」

    The company continued to secure materials for future needs, and the full-year increase in inventories amounted to ¥20.5 billion.
  5. FY2024-Q3AdvancedAnnual report

    「Inventories increased by ¥19.623 billion as materials were secured for future needs, while property, plant and equipment increased by ¥14.781 billion due to the construction of a new plant in Tonami, Toyama Prefecture, among other factors.」

    The securing of materials for future needs continued, and the specific amount of the increase in inventories is stated.
  6. FY2024-Q2First statedAnnual report

    「In addition, inventories increased by ¥19.086 billion as materials were secured for future needs.」

    It explains that materials were secured for future needs, resulting in an increase in inventories.
Moved together

"Active investment to meet medium- to long-term demand" moved the same way as this thread, in the same document, in 4 of its 6 moves.

422222★123456
  1. ★This thread
  2. 1Active investment to meet medium- to long-term demand4×
  3. 2Long-term and medium- to long-term growth outlook for the semiconductor-related market2×
  4. 3Expansion of product lifecycle services2×
  5. 4Shareholder return policy prioritizing R&D and capital investment2×
  6. 5LBO Borrowings, Rising Interest Rates and Financial Covenant Risk2×
  7. 6Risks Related to KKR’s Shareholding, Exercise of Voting Rights, and Disposal of Shares2×

★ 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
No upcoming earnings preview for Kokusai Electric yet.
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