Delivery schedules for plant-related equipment projects heavily weighted toward the latter half of Q4
First written in FY2018-Q2. 2 of 6 entries say "Mitigated", first in FY2019-Q2. Latest entry: FY2021-Q2.
Puequ moved to the "Worse" side of this theme in 2021, 1 year after the typical company in this theme (2020).
The whole theme swung hardest in 2020: 10 of 31 companies on the "Worse" side.
4 other companies' latest entry also says "Materialised".
- FY2021-Q2MaterialisedAnnual report
「However, operating results remained generally sluggish because the timing of revenue recognition for orders received tended to be concentrated in the second half, increasing the number of projects that had not yet been reflected in results.」
In the power and heavy machinery businesses, the timing of revenue recognition for orders received was concentrated in the second half, which was reflected in sluggish results and operating performance through an increase in unrecognized projects. - FY2021-Q1MaterialisedAnnual report
「Although the company is promoting sales with new customer development as a key initiative in the shipbuilding, plant-related and machine tool-related markets, overall operating results remained sluggish because the timing of revenue recognition for orders received tended to be concentrated in the second half.」
The concentration of revenue recognition for orders received in the second half was reflected in sluggish first-quarter operating results for the power and heavy machinery businesses. - FY2019-Q3MitigatedAnnual report
「Although delivery schedules for these projects remained concentrated in the latter half of the fourth quarter, construction progress on orders received advanced substantially during the cumulative third-quarter consolidated period, resulting in steady performance.」
Although delivery schedules remained heavily concentrated in the latter half of the fourth quarter, results for the cumulative third-quarter period were steady as construction progress advanced. - FY2019-Q2MitigatedAnnual report
「In the contract manufacturing business for plant equipment, delivery schedules for orders received remained concentrated in the latter half of the fourth quarter, but overall performance was strong because higher production efficiency allowed robust orders to be reflected in results.」
Although delivery schedules remained heavily concentrated in the latter half of the fourth quarter, the impact was partly contained as higher production efficiency enabled orders received to be reflected in results. - FY2018-Q3RestatedAnnual report
「Meanwhile, in this business, the contract manufacturing business for plant-related equipment remained generally sluggish, as delivery schedules for orders received were concentrated in the latter half of the fourth quarter, affecting results for the cumulative third-quarter consolidated period.」
The concentration of delivery schedules for plant-related equipment projects in the latter half of the fourth quarter continued to affect results for the cumulative third-quarter period. - FY2018-Q2First statedAnnual report
「The contract manufacturing business for plant-related equipment remained generally sluggish during the cumulative second-quarter consolidated period, as project delivery schedules have tended to be concentrated in the latter half of the fourth quarter.」
The concentration of project delivery schedules in the latter half of the fourth quarter was reflected in sluggish results during the cumulative second-quarter period.