ONE-WAYOngoing theme · still written in the latest filings
Deterioration in delivery schedules and costs due to changes in customers’ capital investment plans
The risk that delivery schedules for projects with medium-to-long lead times may fluctuate due to changes in customers’ factory locations, construction plans, or the timing of capital investment, with post-order changes in the business environment also affecting costs and profitability.
Companies1How many companies write about this.
Threads1One company can carry more than one thread here.
PeriodFY2024-Q2 →Still being written about.
Directionhurts0 helps · 1 hurts · 0 flat