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  "documentTitle": "Lasertec Corporation (6920)",
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  "authorName": "Scorpion Capital",
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  "presentationDate": "2024-06-05 00:00:00",
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      "text": "Lasertec customers who have recently visited Lasertec’s headquarters confirmed seeing highly unusual levels of inventory - \"pretty scary...pretty weird\" - and other red flags: their \"factory floor for finished goods is full.. a substantial amount of finished goods inventory that’s either not passing [evaluation]\" or \"customers have deferred shipment\"; \"literally no space left on their final inspection bays before the equipment ships.\"",
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      "text": "7. Lasertec customers who have recently visited Lasertec’s headquarters confirmed seeing highly unusual levels of inventory - “pretty scary...pretty weird” - and other red flags: their “factory floor for finished goods is full.. a substantial amount of finished goods inventory that’s either not passing [evaluation]” or “customers have deferred shipment”; “literally no space left on their final inspection bays before the equipment ships.”",
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      "text": "“pretty scary...pretty weird” — Lasertec customers; “factory floor for finished goods is full.. a substantial amount of finished goods inventory that’s either not passing [evaluation]” — Lasertec customers; “literally no space left on their final inspection bays before the equipment ships.” — Lasertec customers",
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