Minato Holdings (6862) · RiskDropped
Risk to memory module demand from reduced production by domestic industrial equipment manufacturers
First written in FY2017-Q2. 1 of 2 entries say "Materialised", first in FY2017-Q2. Latest entry: FY2017-Q3.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Decline in orders due to customer production fluctuations and production-site optimizationA theme 14 companies write about · 16 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2018: 6 of 10 companies on the "Worse" side.
0 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.
Full recordFilings, disclosures and news, newest first
- FY2017-Q3DroppedAnnual report
「However, DRAM and NAND prices have recently turned upward due to shortages of components and other factors, and revenue for the third quarter was broadly in line with expectations.」
The revenue shortfall attributed to production cuts by domestic industrial equipment manufacturers in the previous quarter was not repeated in this quarter's segment performance discussion, which stated that revenue was broadly in line with expectations. - FY2017-Q2MaterialisedAnnual report
「However, production cuts by domestic industrial equipment manufacturers caused revenue to trend below the initial forecast.」
Production cuts by domestic industrial equipment manufacturers were in fact a factor in memory module-related revenue falling short of the initial forecast.