Business Impact of Slowing Overseas Demand and Chinese Capital Investment
First written in FY2017-Q1. 5 of 17 entries say "Restated". Latest entry: FY2025-H1.
Kanaden moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.
The whole theme swung hardest in 2019: 13 of 20 companies on the "Worse" side.
0 other companies' latest entry also says "Materialised".
- FY2025-H1MaterialisedAnnual report
「The core factory automation field remained weak, with controller systems and drive-control equipment affected by lower demand due to slower growth in the Chinese economy and inventory adjustments.」
Slower growth in the Chinese economy and inventory adjustments have appeared in actual results as weak performance by controller systems and drive-control equipment in the factory automation field. - FY2024-Q2WorsenedAnnual report
「Concerns over a slowdown in overseas economies, including the emergence of China's excessive debt problem and monetary tightening in Europe and the United States, have left the outlook uncertain.」
Concerns over a slowdown in overseas economies were added against a backdrop of China's excessive debt problem and monetary tightening in Europe and the United States. - FY2023RestatedAnnual report
「Furthermore, growth in the Chinese economy has slowed, and the outlook remains uncertain.」
While it continues to describe uncertainty surrounding overseas demand and the economy, including slower growth in the Chinese economy, it also describes a recovery in manufacturing capital investment in the factory automation field. - FY2022-Q1MitigatedAnnual report
「The factory automation field was driven by the rapid recovery of the Chinese economy and the semiconductor and LCD markets, with controllers and drive equipment performing steadily.」
The recovery in the Chinese economy and the semiconductor and LCD markets eased the impact on the factory automation field from the previous downturn in the Chinese market and restrained capital investment. - FY2021-Q3RestatedAnnual report
「However, in terms of sales, the factory automation systems business was forced to struggle as capital investment was restrained due to uncertainty about the economic outlook, while the infrastructure business declined substantially due to the loss of a large project from the previous fiscal year.」
The impact of restrained capital investment continues to appear in actual results as weak performance in the factory automation systems business, while the loss of a large project from the previous fiscal year appears as a decline in the infrastructure business. - FY2021-Q2WorsenedAnnual report
「The factory automation systems business was forced to struggle as capital investment was restrained due to uncertainty about the economic outlook,」
The impact of restrained capital investment has continued to emerge as weak performance in the factory automation systems business. - FY2020WorsenedAnnual report
「Meanwhile, in terms of profit, the factory automation field of the high-margin factory automation systems business and the semiconductor and device field of the information and communications and devices business struggled due to the prolonged impact of US-China trade friction.」
The prolonged impact of US-China trade friction has also appeared in full-year results as weak performance in the high-margin factory automation and semiconductor and device fields. - FY2020-Q3RestatedAnnual report
「Meanwhile, in terms of profit, the factory automation field of the high-margin factory automation systems business and the semiconductor and device field of the information and communications and devices business struggled due to the prolonged impact of US-China trade friction.」
The prolonged impact of US-China trade friction continues to be described as weak performance in the high-margin factory automation and semiconductor and device fields. - FY2020-Q2WorsenedAnnual report
「Meanwhile, in terms of profit, the factory automation field of the high-margin factory automation systems business and the semiconductor and device field of the information and communications and devices business struggled due to the prolonged impact of US-China trade friction.」
The prolonged impact of US-China trade friction has appeared in actual profit performance as weak results in the high-margin factory automation and semiconductor and device fields. - FY2020-Q1MaterialisedAnnual report
「Meanwhile, in terms of profit, the factory automation field of the factory automation systems business and the semiconductor and device field of the information and communications and devices business struggled due to the impact of US-China trade friction.」
The impact of US-China trade friction is explicitly reflected in actual profit performance as weak results in the factory automation and semiconductor and device fields. - FY2018MitigatedAnnual report
「Conditions remained generally firm, including an increase in capital investment in the Chinese market.」
It describes an increase in capital investment in the Chinese market, versus the previous impact of slower capital investment in China. - FY2018-Q3MitigatedAnnual report
「The business remained generally firm, including a recovery in capital investment in the Chinese market.」
Against the previous business impact of slower capital investment in China, it describes a recovery in capital investment in the Chinese market, indicating that the impact has eased. - FY2018-Q2MitigatedAnnual report
「In the semiconductor and device field, ICs and memory products remained weak due to sluggish demand for hard disk drives, while industrial power devices performed well as capital investment in China recovered,」
Industrial power devices performed well as capital investment in China recovered, while sluggish demand for ICs and memory products for HDDs continued. - FY2018-Q1MitigatedAnnual report
「In the factory automation field, power distribution and control equipment remained weak, but demand from machinery equipment manufacturers recovered, and controllers and drive-control equipment performed well.」
Against the previous impact of slower overseas demand and slower capital investment in China, it states that demand from machinery equipment manufacturers and drive-control equipment recovered and performed well. - FY2017-Q3RestatedAnnual report
「Demand for drive-control equipment from semiconductor equipment manufacturers and machinery equipment manufacturers remained weak due to slower overseas demand.」
Slower overseas demand continues to appear as weak performance by drive-control equipment. - FY2017-Q2RestatedAnnual report
「During the cumulative second quarter of the consolidated fiscal year, the business environment surrounding the Group was affected by the postponement of capital investment and other factors due to slower overseas demand, but」
Slower overseas demand continues to affect actual business conditions through the postponement of capital investment. The factory automation systems business also describes weak performance by drive-control equipment, while there is no specific reference to slower capital investment in China. - FY2017-Q1MaterialisedAnnual report
「Demand for drive-control equipment from semiconductor equipment manufacturers and machinery equipment manufacturers remained weak due to slower overseas demand. Industrial power devices also remained weak due to slower capital investment in China.」
Slower overseas demand and slower capital investment in China have appeared in actual business conditions as weak performance in the factory automation and semiconductor and device fields.