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Osaki Electric (6644) · RiskDropped

Capital investment restraint in the digital consumer electronics and LED lighting markets

First written in FY2016. 4 of 6 entries say "Restated". Latest entry: FY2018.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20182016: 320162017: 220172018: 12018
Same theme, other companies
Slowing or Stagnant Demand for Semiconductors and Flat-Panel DisplaysA theme 76 companies write about · 79 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 43 of 66 companies on the "Worse" side.

3 other companies' latest entry also says "Dropped".

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 76 companies compared. The sentences above are computed from all 76.
Full recordFilings, disclosures and news, newest first
  1. FY2018DroppedAnnual report

    「Demand conditions for our products may change as a result of unexpected fluctuations in the markets for products manufactured by our group, including trends in the performance of our utility company customers and intensifying competition resulting from changes in bidding methods.」

    The specific risks of excess equipment capacity and restrained capital investment in the digital consumer electronics and LED lighting industries, which had been identified previously, are not explicitly stated in the risk disclosures for the current fiscal year.
  2. FY2017RestatedAnnual report

    「Although capital investment has shown signs of recovery in the digital consumer electronics and other industries in which our major customers operate, excess equipment capacity remained, and new capital investment continued to be restrained.」

    Although capital investment has shown signs of recovery, excess equipment capacity and restraint on new investment have continued.
  3. FY2017-Q3RestatedAnnual report

    「In the FPD (flat-panel display)-related equipment business, there were signs of a recovery in capital investment in the digital consumer electronics and other industries in which our major customers operate. However, excess equipment capacity remained, and new capital investment continued to be restrained.」

    Although capital investment has shown signs of recovery, excess equipment capacity and restraint on new investment continue to be reported.
  4. FY2017-Q2RestatedAnnual report

    「In the FPD (flat-panel display)-related equipment business, there were signs of a recovery in capital investment in the digital consumer electronics and other industries in which our major customers operate. However, excess equipment capacity remained, and new capital investment continued to be restrained.」

    Although there were some signs of a recovery in capital investment, excess equipment capacity and restraint on new investment have continued.
  5. FY2017-Q1RestatedAnnual report

    「In the FPD (flat-panel display)-related equipment business, excess equipment capacity continued to weigh on the digital consumer electronics and other industries in which our major customers operate, and new capital investment remained restrained.」

    Excess equipment capacity in major customer industries and restraint on new capital investment have continued.
  6. FY2016First statedAnnual report

    「New capital investment has continued to be restrained in the digital consumer electronics and LED lighting industries, where our major customers operate, and uncertainty about the outlook has persisted.」

    Continued restraint on capital investment in customer industries has become a source of uncertainty in the business environment.
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Osaki Electric's next results are scheduled for 2026-11-05. Read the earnings preview
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Capital investment restraint in the digital consumer electronics and LED lighting markets | Osaki Electric Co.,Ltd. (6644) | Komori