Komori
Tamura (6768) · InitiativeAdvanced

Expanding the Customer Base and Product Range in Air-Conditioning and LED Applications

First written in FY2017-Q1. 6 of 19 entries say "Advanced", first in FY2017. Latest entry: FY2024-Q2.

19entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q12016: 220162017: 420172018: 220182019: 020192020: 020202021: 420212022: 320222023: 42023
Same theme, other companies
Solid Demand Trends in the Home Appliance and Industrial Equipment MarketsA theme 9 companies write about · 0 as a headwind · 9 as a tailwind

The whole theme swung hardest in 2019: 3 of 8 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. FY2024-Q2AdvancedAnnual report

    「Demand remained solid for large transformers and reactors for IT infrastructure, including data centers in North America. Production of LED products for vending machines recovered as shortages of components, including semiconductors, eased.」

    Demand for large transformers and reactors for IT infrastructure remained firm, while production of LED products for vending machines, which had been sluggish, showed signs of recovery as component shortages eased.
  2. FY2024-Q1AdvancedAnnual report

    「Sales of LED products for vending machines increased as customers’ capital investment recovered.」

    Sales growth in the previously sluggish LED products for vending machines was reported against a backdrop of recovery in customers’ capital investment.
  3. FY2023MitigatedAnnual report

    「LED products for vending machines maintained stable sales at pre-COVID levels.」

    The company states that sales of previously sluggish LED products for vending machines stabilized at pre-COVID levels.
  4. FY2023-Q3RestatedAnnual report

    「Sales of LED buttons for vending machines remained stable as customers’ capital investment recovered.」

    Sales of LED buttons for vending machines remained stable against a backdrop of recovery in customers’ capital investment.
  5. FY2023-Q2AdvancedAnnual report

    「Sales of LED buttons for vending machines recovered to pre-COVID levels as customers’ capital investment recovered.」

    Sales of LED buttons for vending machines recovered to pre-COVID levels as customers’ capital investment recovered.
  6. FY2023-Q1MitigatedAnnual report

    「The recovery in demand for LED product-selection buttons for vending machines, which had remained at a low level in the previous fiscal year due to restrained capital investment, contributed to year-on-year growth in sales and earnings.」

    Demand for LED product-selection buttons for vending machines, which had been low due to restrained capital investment, recovered and contributed to growth in sales and earnings.
  7. FY2022WorsenedAnnual report

    「LED products for vending machines failed to generate the expected sales amid a challenging market environment. …Following a review of the future recoverability of the fixed assets owned by the company, the main factor was the recording of an impairment loss of ¥503 million as an extraordinary loss in the fourth quarter of the fiscal year ended March 2022.」

    Continued shortfalls in sales of LED products for vending machines led to the actual recognition of an impairment loss of ¥503 million on fixed assets at the Bangladesh factory.
  8. FY2022-Q2WorsenedAnnual report

    「LED products for vending machines failed to generate the expected sales due to the impact of customers’ restrained capital investment.」

    While reactors for air conditioners and chargers for power tools performed solidly, LED products for vending machines failed to generate the expected sales due to customers’ restrained capital investment.
  9. FY2022-Q1RestatedAnnual report

    「In the electronic components business, demand remained high for chargers for power tools, reactors for air conditioners, and transformers and reactors for customers in the industrial machinery sector. Reactors for environmentally friendly vehicles performed approximately in line with the plan overall, although some customers reduced production due to semiconductor shortages. Meanwhile, continued increases in material prices for copper, iron and petrochemical products became a factor weighing on earnings. LED-related products also performed approximately in line with the plan.」

    The company reported high demand for reactors for air conditioners and other products, and performance approximately in line with the plan for reactors for environmentally friendly vehicles and LED-related products, indicating that the product rollout is generally continuing. It also noted some production cuts due to semiconductor shortages and higher material prices.
  10. FY2021WorsenedAnnual report

    「LED-related products centered on product-selection buttons for vending machines fell substantially short of the expected level due to customers’ large-scale capital investment restraints associated with the spread of COVID-19 and the postponement of international sporting events.」

    LED-related products for vending machines fell substantially below the expected level due to restrained capital investment.
  11. FY2021-Q3WorsenedAnnual report

    「LED-related products for vending machines remained in a challenging situation as customers continued to restrain capital investment.」

    The company reported that LED-related products for vending machines remained in a challenging situation as customers continued to restrain capital investment.
  12. FY2019-Q1RestatedAnnual report

    「In the electronic components business, reactors for air conditioners and large transformers and reactors for infrastructure, including power transmission and distribution, performed solidly.」

    Reactors for air conditioners continued to perform solidly, while large transformers and reactors for infrastructure, including power transmission and distribution, were newly identified as a solid product group.
  13. FY2018AdvancedAnnual report

    「In the electronic components business, transformers and reactors for industrial machinery, where demand is rising due to stronger and more automated production equipment, chargers for power tools and the consumer electronics and residential markets, and reactors for air conditioners all performed well. Production and sales of automotive reactors used in hybrid and electric vehicles also remained solid. In preparation for future expansion of these products, the rebuilding of the Group’s factory in Miyagi Prefecture is progressing as scheduled toward completion in July 2018.」

    In addition to the continued strength of the industrial machinery, consumer electronics and air-conditioning businesses, the company reported production and sales of automotive reactors and progress in rebuilding its Miyagi Prefecture factory.
  14. FY2018-Q2AdvancedAnnual report

    「In the electronic components business, sales of transformers and reactors for industrial machinery expanded against a backdrop of automation demand in China and elsewhere. Chargers for power tools and reactors for air conditioners also performed solidly worldwide and drove sales and earnings in place of the vending-machine LED modules that had grown in the same quarter of the previous year.」

    In addition to expanding sales of transformers and reactors for industrial machinery, chargers for power tools and reactors for air conditioners were described as performing solidly worldwide, clarifying the composition of the products driving performance.
  15. FY2018-Q1SoftenedAnnual report

    「In the electronic components business, sales of transformers and reactors for industrial machinery expanded against a backdrop of automation demand in China and elsewhere, while chargers for power tools and reactors for air conditioners performed solidly worldwide.」

    Reactors for air conditioners remain solid, but the vending-machine LED modules previously mentioned were affected by the loss of special demand in the same period of the previous year, indicating that momentum in the LED business has weakened.
  16. FY2017AdvancedAnnual report

    「Products for the consumer electronics and residential markets, including reactors for air conditioners, LED modules for vending machines, transformers and reactors for industrial machinery supported by automation demand in emerging markets, and current sensors for non-Japanese customers all performed solidly.」

    In addition to the existing air-conditioning and LED-related businesses, the target markets and product groups were specified to include consumer electronics and residential products, industrial machinery, and products for non-Japanese customers, all of which performed solidly.
  17. FY2017-Q3RestatedAnnual report

    「In the electronic components business, the air-conditioning business remained strong from autumn onward, while the power tools and industrial machinery businesses also remained firm.」

    The continued strength of the air-conditioning business is repeatedly reported. Power tools and industrial machinery were added as a separate theme based on new business performance.
  18. FY2017-Q2RestatedAnnual report

    「In the Electronic Components business, air-conditioning-related products remained solid, supported by increased production in anticipation of a hot summer and customer development, while sales of LED-related modules for vending machines expanded.」

    Increased production and customer development in the air-conditioning business and expansion of LED-related modules are presented again as the same initiatives.
  19. FY2017-Q1First statedAnnual report

    「In the Electronic Components business, air-conditioning-related products remained solid, supported by increased production in anticipation of a hot summer and customer development, while sales of LED-related modules for vending machines expanded.」

    Business expansion through customer development, increased production and vending-machine modules is described.
Moved together

"Accelerating Structural Reform, Foreign-Exchange Measures and Cost Reduction in the Electronic Components Business" moved the same way as this thread, in the same document, in 10 of its 19 moves.

1086555★123456
  1. ★This thread
  2. 1Accelerating Structural Reform, Foreign-Exchange Measures and Cost Reduction in the Electronic Components Business10×
  3. 2Improving Earnings Through Structural Reform, Foreign-Exchange Measures, Cost Reduction and Individual Customer Initiatives8×
  4. 3Rolling Price Adjustments and Regionally Integrated Development, Procurement and Production6×
  5. 4Enhancing Corporate Value Through a Medium-Term Management Plan Based on the Management Philosophy5×
  6. 5Surging Prices for Copper, Steel, Petrochemical Materials and Other Raw Materials5×
  7. 6Supply-Cost Concerns Arising from Delayed Component Procurement and Price Increases5×

★ 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 Tamura yet.
News
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