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  "docSlug": "9abaa7a9bbfc",
  "documentTitle": "Lasertec Corporation (6920)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2024-06-05 00:00:00",
  "orientation": "landscape",
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  "pageNumber": 78,
  "pageCount": 334,
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  "nextPage": 79,
  "slideType": "peer_benchmark",
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  "nDataPoints": 120,
  "notes": "レーザーテックが両指標で突出していることを強調する比較表。",
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  "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/78",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16",
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      "kind": "callout",
      "text": "驚くことにレーザーテックは、全世界の半導体製造装置分野、そのうち上場している企業の中で、最も棚卸資産が膨大な会社だ。",
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      "text": "Inventory/Sales Ratio: 100%",
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      "kind": "paragraph",
      "text": "驚くことにレーザーテックは、全世界の半導体製造装置分野の、そのうち上場している企業の中で、最も棚卸資産が膨大な会社だ。S&P Capital IQによれば、全世界の半導体製造装置分野において、上場かつ時価総額5億ドル超の企業は約150社ある。そのうち、レーザーテックの棚卸資産高を総資産で割った数値は1位を、棚卸資産高を売上高で割った数値は11位と、高い地位を占めている。また、棚卸資産高を売上高で割った数値に関して、レーザーテックより上位にあるのはいずれも中国籍で、各社は小規模で怪しげな太陽電池製造だ。下記の2つの表には、棚卸資産高を売上高で割った数値と、棚卸資産高を総資産で割った数値において、上位30社を記載した。",
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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": "棚卸資産 / 売上高ランキング表",
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