Komori
Kokusai Electric (6525) · InitiativeAdvanced

Active investment to meet medium- to long-term demand

First written in FY2024-Q2. 10 of 11 entries say "Advanced", first in FY2024-Q3. Latest entry: 2026-11-09.

11entries
4years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q3 – 2026-11-092023: 120232024: 320242025: 220252026: 52026
Same theme, other companies
Continued Expansion of Capital Investment and R&D InvestmentA theme 17 companies write about · 0 as a headwind · 17 as a tailwind

9 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.
Showing 14 of the 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「As a result, our Group’s research and development expenses for the consolidated fiscal year amounted to ¥18.258 billion.」

    The company recorded ¥18.258 billion in research and development expenses and ¥16.862 billion in capital expenditure, and is proceeding with construction of a demonstration center in the United States and investment in research and development equipment.
  2. FY2026-H1AdvancedAnnual report

    「主要 items included a ¥6.1 billion increase in inventories and a ¥3.3 billion increase in property, plant and equipment due to investment associated with establishing a demonstration center in the United States, among other factors.」

    To meet medium- to long-term demand, the company continues to make upfront investments in research and development and other areas for the future, and is also proceeding with investment associated with establishing a demonstration center in the United States. Property, plant and equipment increased by ¥3.3 billion during the current interim period.
  3. FY2025AdvancedAnnual report

    「As a result, our Group’s research and development expenses for the consolidated fiscal year amounted to ¥15.604 billion.」

    The company recorded ¥15.604 billion in research and development expenses and ¥20.348 billion in capital expenditure, and is proceeding with investment in the Tonami facility, the Yokohama Technology Center and research and development equipment.
  4. FY2025-H1AdvancedAnnual report

    「Meanwhile, property, plant and equipment increased by ¥11.3 billion due to the construction of a new plant in Tonami, Toyama Prefecture, among other factors.」

    As a response to medium- to long-term demand, states that construction of a new plant in Tonami is progressing and that property, plant and equipment increased by ¥11.3 billion from the end of the previous fiscal year.
  5. FY2024AdvancedAnnual report

    「Our Group’s research and development expenses for the consolidated fiscal year amounted to ¥12.683 billion.」

    To meet medium- to long-term demand, the company made ¥12.683 billion in research and development investment and ¥20.454 billion in capital expenditure, and is proceeding with construction of the Tonami facility and expansion of the demonstration evaluation area at its production site in South Korea.
  6. FY2024-Q3AdvancedAnnual report

    「In addition, our Group continues to make aggressive investments in research and development and capital expenditure to meet medium- to long-term growth in demand.」

    In addition to continuing its previous aggressive investment, explicitly identifies investment in research and development and capital expenditure. It also states that property, plant and equipment increased by ¥14.781 billion due to the construction of a new plant in Tonami, Toyama Prefecture, indicating concrete progress in investment.
  7. FY2024-Q2First statedAnnual report

    「Semiconductor device manufacturers continue to invest in advanced product development, and our Group continued to invest aggressively to meet the medium- to long-term expansion in demand for semiconductor manufacturing equipment.」

    States that continued aggressive investment is a means of responding to medium- to long-term demand growth.
Moved together

"Long-term and medium- to long-term growth outlook for the semiconductor-related market" moved the same way as this thread, in the same document, in 6 of its 11 moves.

666444★123456
  1. ★This thread
  2. 1Long-term and medium- to long-term growth outlook for the semiconductor-related market6×
  3. 2Shareholder return policy prioritizing R&D and capital investment6×
  4. 3LBO Borrowings, Rising Interest Rates and Financial Covenant Risk6×
  5. 4Expansion of product lifecycle services4×
  6. 5Securing Materials for the Future4×
  7. 6Risks Related to KKR’s Shareholding, Exercise of Voting Rights, and Disposal of Shares4×

★ 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. It last moved in the Results of 2026-11-09: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.