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Sanken Electric (6707) · TargetAdvanced

Increased Capital Investment and Supply Chain Resilience During the 21 Medium-Term Management Plan

First written in FY2023. 2 of 3 entries say "Advanced", first in FY2024-Q1. Latest entry: FY2024-Q2.

3entries
1years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023AdvancedFY2024-Q1 – FY2024-Q22023: 32023
Same theme, other companies
Five-Year Large-Scale Capital Investment PlanA theme 15 companies write about · 0 as a headwind · 15 as a tailwind

The whole theme swung hardest in 2020: 1 of 6 companies on the "Worse" side.

11 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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2AdvancedAnnual report

    「One such investment is the expansion of production capacity for EV traction motor power modules, and preparations for the start of mass production are under way at 新潟サンケン株式会社, the back-end production subsidiary newly established in May this year.」

    The policy of increasing capital investment and strengthening supply chain resilience took concrete form in preparations for mass production of EV power modules at 新潟サンケン.
  2. FY2024-Q1AdvancedAnnual report

    「We are making the upfront investments that form the foundation for realizing our growth strategy. During the first quarter, we newly established 新潟サンケン株式会社, a production subsidiary responsible for back-end processes, in May to expand production capacity for EV traction motor power modules, for which demand is expected to increase in the future, and began preparations for the start of production.」

    The policy of increasing capital investment and strengthening supply chain resilience progressed to the execution stage through the establishment of a new company and preparations for production to expand EV power module production capacity.
  3. FY2023First statedAnnual report

    「Capital investment, which had been planned at ¥40 billion on a consolidated basis during the 2021 Medium-Term Management Plan period, will be increased during the period, and we will build a resilient supply chain capable of responding promptly to strong demand growth.」

    The plan to increase the ¥40 billion capital investment target for the 2021 Medium-Term Management Plan period and build a supply chain to meet strong demand was first explicitly stated as a target and measure.
Moved together

"Ordinary and net losses recorded despite higher net sales" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222★123
  1. ★This thread
  2. 1Ordinary and net losses recorded despite higher net sales2×
  3. 2The Revival of サンケンコア2×
  4. 3Expansion of EV power module production capacity through the establishment of 新潟サンケン2×

★ 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
Sanken Electric's next results are scheduled for 2026-11-11. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Increased Capital Investment and Supply Chain Resilience During the 21 Medium-Term Management Plan | Sanken Electric Co.,Ltd. (6707) | Komori