Sankyo Kasei (8138) · RiskMitigated
Demand Decline at an Automotive Parts Manufacturer Following the Unwinding of Precautionary Demand
First written in FY2023-Q1. 1 of 2 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2023-Q2.
2entries
1years
0from disclosures
How it moved
Same theme, other companies
Risk of reliance on sales affected by weak end-market demand for automobiles, electronic equipment and other productsA theme 92 companies write about · 91 as a headwind · 1 as a tailwind
The whole theme swung hardest in 2019: 43 of 75 companies on the "Worse" side.
14 other companies' latest entry also says "Mitigated".
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 92 companies compared. The sentences above are computed from all 92.Full recordFilings, disclosures and news, newest first
- FY2023-Q2MitigatedAnnual report
「In the transportation equipment-related field, revenue increased despite a reversal-related decline in temporary demand at automotive parts manufacturers, as vehicle drivetrain components and exterior materials remained firm.」
Although the reversal-related decline in temporary demand at automotive parts manufacturers persisted, the strength of vehicle drivetrain components and exterior materials offset its impact, resulting in higher revenue in the transportation equipment-related field. - FY2023-Q1First statedAnnual report
「In the transportation equipment-related field, revenue increased despite a reversal-related decline in temporary demand at automotive parts manufacturers, due in part to special demand for vehicle drivetrain components.」
The reversal-related decline in temporary demand at automotive parts manufacturers was explicitly identified for the first time as a factor reducing demand in the transportation equipment-related field. Meanwhile, special demand for vehicle drivetrain components offset the decline.