{
  "docId": "019dd923-622c-750b-8b9a-26b63f68bb16",
  "docSlug": "9abaa7a9bbfc",
  "documentTitle": "Lasertec Corporation (6920)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
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  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2024-06-05 00:00:00",
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  "pageNumber": 70,
  "pageCount": 334,
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  "nextPage": 71,
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  "function": "compare_peers",
  "density": "balanced",
  "nDataPoints": 50,
  "notes": "The table ranks companies by EBIT margin, with Lasertec at the top. Data sourced from S&P Capital IQ.",
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  "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/70",
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      "text": "EBIT margin: 40%",
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      "kind": "paragraph",
      "text": "調査会社の権威であるS&P Capital IQは、半導体製造装置・材料の分野における売上高が10億ドル以上の全社について、EBITマージン（税引前当期純利益＋支払利息－受取利息）／売上高）のデータをまとめた。対象となる45社のうち、上位25社は下記の通りだ。レーザーテックは最高の地位を占めている。さらにS&P Capital IQは、同分野で時価総額が5億ドル以上の全社について財務データをまとめた。対象となる企業は約150社となり、レーザーテックは5位だ。ちなみに、4位以上の各社はマレーシア、中国、韓国に本拠を置く、小規模でいかがわしい上場企業が占める。",
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      "text": "調査会社の権威であるS&P Capital IQは、半導体製造装置・材料の分野における売上高が10億ドル以上の全社について、EBITマージン（税引前当期純利益＋支払利息－受取利息）／売上高）のデータをまとめた。 — S&P Capital IQ",
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      "kind": "source-note",
      "text": "出典：スコーピオン・キャピタルによる推定及び分析, S&P Capital IQによるデータ",
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      "text": "Table of 25 companies with columns for Company Name, EBIT Margin, and Revenue.",
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      "kind": "title",
      "text": "EBIT順に並べた半導体製造装置・材料の分野における売上高が10億ドル以上の全45社のうちの上位25社",
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      "evidence": "The deck provides detailed information on technical problems.",
      "position": 1,
      "objective": "To expose technical issues with Lasertec's products",
      "structure": "Setup the Question -> Build Suspense -> The Big Reveal",
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