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Willtec (7087) · FactReframed

Support for the information and communications sector from the government's Digital New Deal

First written in FY2021-Q1. 8 of 13 entries say "Restated". Latest entry: FY2024.

13entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q3 – FY2023-Q3ReframedFY2023 – FY20242020: 220202021: 320212022: 420222023: 320232024: 12024
Same theme, other companies
Government Digital Policy Supporting the Information and Communications MarketA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

Willtec moved to the "Worse" side of this theme in 2024.

1 other company's latest entry also says "Reframed".

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. FY2024ReframedAnnual report

    「Although demand for system development using AI and 5G technologies remains strong in the IT industry, there is a chronic shortage of engineers at the project manager level who handle upstream development processes, resulting in delays and postponements to some projects.」

    In addition to tailwinds centered on government digital policy and IoT and 5G demand, the disclosure now also identifies AI and 5G demand, a shortage of upstream development personnel, and project delays.
  2. FY2024-Q1ReframedAnnual report

    「In construction, urban redevelopment projects are being planned in various locations. In the IT industry, system development using new technologies such as AI and 5G is progressing, and demand for personnel remains strong across all sectors.」

    In addition to the previous focus on DX, IoT, and 5G demand, demand for system development using new technologies including AI has emerged, broadening the scope of IT-related demand.
  3. FY2023ReframedAnnual report

    「As economic activity fully resumed, the global economic environment began to restart in earnest, driven by the creation of new demand such as DX (digital transformation) and GX (green transformation).」

    The disclosure has broadened from describing government digital policy as providing support to viewing DX and GX demand accompanying the reopening of economic activity as a tailwind for the business environment.
  4. FY2023-Q3RestatedAnnual report

    「Demand for IoT and 5G-related products in the information and communications equipment sector remained firm, supported by the trend toward DX at companies and educational institutions.」

    IoT and 5G-related demand driven by DX at companies and educational institutions is described as remaining firm.
  5. FY2023-Q2RestatedAnnual report

    「Demand for IoT and 5G-related products in the information and communications equipment sector remained firm, supported by the trend toward DX at companies and educational institutions.」

    IoT and 5G-related demand driven by DX at companies and educational institutions is described as remaining firm.
  6. FY2023-Q1RestatedAnnual report

    「Demand for IoT and 5G-related products in the information and communications equipment sector remained firm, supported by the trend toward DX at companies and educational institutions.」

    IoT and 5G-related demand driven by DX at companies and educational institutions continues to be described as a tailwind for the business environment.
  7. FY2022RestatedAnnual report

    「While the promotion of remote work at companies and schools is creating new demand, the global semiconductor shortage has led to revisions of production plans, particularly in the automotive industry.」

    Digital-related demand driven by the shift to remote operations continues to be described as a tailwind.
  8. FY2022-Q3RestatedAnnual report

    「The business environment surrounding the group saw an upward trend in orders for stay-at-home products, driven by the recovery of the global economy and the spread of remote work at companies and schools. At the same time, production became unstable because of shortages of components, particularly semiconductors.」

    Remote work at companies and schools and increased orders for stay-at-home products continue to be described as tailwinds for the business environment.
  9. FY2022-Q2RestatedAnnual report

    「Against this economic backdrop, the business environment surrounding the group is seeing an upward trend in manufacturing orders, driven by the recovery of the global economy, the spread of remote work at companies and schools, and demand for stay-at-home products resulting from calls to refrain from going out.」

    Although the government's digital policy itself is not explicitly mentioned, digital-related demand and increased orders driven by remote work at companies and schools continue to be described as a tailwind for the business environment.
  10. FY2021RestatedAnnual report

    「In addition to the spread of remote work at companies and schools due to the COVID-19 pandemic, the new Cabinet's announcement of a policy to establish a Digital Agency by 2021 is further accelerating digital transformation in both the public and private sectors.」

    The company continues to describe accelerated DX, driven by remote operations and the policy to establish a Digital Agency, as a tailwind for the business environment.
  11. FY2021-Q3RestatedAnnual report

    「In addition to the spread of remote work at companies and schools due to the COVID-19 pandemic, the new Cabinet's announcement of a policy to establish a Digital Agency by 2021 is expected to further accelerate digital transformation in both the public and private sectors.」

    The company continues to project accelerated DX, driven by the policy to establish a Digital Agency and the shift to remote operations.
  12. FY2021-Q2AdvancedAnnual report

    「Following the new Cabinet's announcement of a policy to establish a Digital Agency by 2021, the move to promote digital transformation is expected to accelerate further in both the public and private sectors.」

    In addition to the existing digital New Deal, a policy to establish a Digital Agency by 2021 was announced, providing a concrete driver for accelerating DX.
  13. FY2021-Q1First statedAnnual report

    「The Japanese government announced a policy of prioritizing its digital New Deal by accelerating digital transformation through remote operations and other measures. Although COVID-19 has had an impact, this policy is expected to provide substantial support.」

    The government's digitalization policy is described as an external factor supporting the business environment for information and communications equipment.
Moved together

"Business Impact of COVID-19 and Uncertainty Regarding the Outlook" moved the same way as this thread, in the same document, in 3 of its 13 moves.

332222★123456
  1. ★This thread
  2. 1Business Impact of COVID-19 and Uncertainty Regarding the Outlook3×
  3. 2Negative operating cash flow and decline in cash balance3×
  4. 3Securing and systematically and continuously developing talent2×
  5. 4Decline in Consolidated Net Sales and Profit2×
  6. 5Weak Order Intake in the Manufacturing Support Business and Declines in Revenue and Profit2×
  7. 6Revenue base of the Manufacturing Support Business2×

★ 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 Willtec yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.