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  "documentTitle": "Lasertec Corporation (6920)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
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  "presentationDate": "2024-06-05 00:00:00",
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  "notes": "レーザーテック（赤）が他社（黒・グレー・青）と比較して突出していることを強調する比較チャート。",
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      "text": "下記のグラフで、棚卸資産高を売上高で割った数値に関して、半導体製造装置分野におけるトップ5社とレーザーテックを比較した。レーザーテックの異質さを視覚的に表している。",
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      "text": "棚卸資産／売上高の推移（2019-LTM）",
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      "text": "Source: Scorpion Capital analysis and estimates; Capital IQ data",
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      "text": "レーザーテックと半導体製造装置分野における時価総額の上位5社の棚卸資産／売上高",
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