slides · global inventory
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Matching slides 110,355
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Pages 3,679
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46,741-46,770 of 110,355
296
The slide presents a Q&A format to highlight the limited 'grace period' (2 years) Lasertec has before competitors dominate the market.Lasertec Corporation (6920) · Scorpion Capital
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298
The slide provides details on the acquisition and operational status of the InnoPa facility.Lasertec Corporation (6920) · Scorpion Capital
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299
The slide uses a 'before/after' or 'claim vs reality' structure to expose a contradiction in corporate communications.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses anecdotal evidence from 20 site visits to highlight a lack of security presence, contrasting with the high value of the assets (50 million USD equipment) supposedly housed there.Lasertec Corporation (6920) · Scorpion Capital
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301
The slide uses on-the-ground investigative reporting to contradict company claims about facility usage.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a screenshot of a LinkedIn post to question the actual utilization of the facility.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a lack of transparency regarding the company's 'Fab 4A' facility, contrasting claims with the refusal to provide visual verification.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a discrepancy between the company's claims and the observer's findings regarding inventory management and facility access.Lasertec Corporation (6920) · Scorpion Capital
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The slide sets up a critique of the 'Innovation Park' project by pointing out the unusually high capital expenditure in 2023.Lasertec Corporation (6920) · Scorpion Capital
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306
The slide uses a stock chart to highlight a 'panic' sell-off and suggests potential accounting fraud or deceptive management practices.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a red box to highlight specific text in the source document that the author claims is suspicious.Lasertec Corporation (6920) · Scorpion Capital
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アクティビストによる経営批判。東芝の居座り条件とレーザーテックの財務状況（借入）を対比させている。Lasertec Corporation (6920) · Scorpion Capital
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310
The slide uses past legal precedents to cast doubt on the integrity of current transactions involving Nomura.Lasertec Corporation (6920) · Scorpion Capital
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311
The text highlights that investigators could not find permit applications for Lasertec, only for Toshiba's 1997 construction on the same site.Lasertec Corporation (6920) · Scorpion Capital
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312
The slide uses a red box to highlight the company's claim, contrasting it with the activist's observation that no activity is visible.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses yellow highlighting to emphasize specific claims and evasive answers.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses highlighted text to draw attention to specific claims made by management in 2023 and 2024.Lasertec Corporation (6920) · Scorpion Capital
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315
Scorpion Capitalのショートレポートの一部。現地調査による事実確認と施設構成の分析。Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to undermine the credibility of the company's 'Innovation Park' branding.Lasertec Corporation (6920) · Scorpion Capital
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Field observation report regarding building usage.Lasertec Corporation (6920) · Scorpion Capital
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318
The text describes the site as a 'ghost town' and notes the building was formerly a gymnasium/training facility, casting doubt on Lasertec's claims.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to support a claim of inactivity at the facility.Lasertec Corporation (6920) · Scorpion Capital
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The text argues that the building's exterior does not look like a modern semiconductor fab.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses time-lapse photography as evidence to debunk the target's claims about facility usage.Lasertec Corporation (6920) · Scorpion Capital
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322
The slide uses visual evidence (time-lapse stills) to contradict an implied claim of high activity or specific operational status at the Fab 4A entrance.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to contradict a potential claim of active staffing at the location.Lasertec Corporation (6920) · Scorpion Capital
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324
The slide uses field observation to debunk the status of 'Fab 4A' as a true fabrication facility.Lasertec Corporation (6920) · Scorpion Capital
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325
The slide uses photographic evidence to argue that the facility is largely inactive, contrary to expected operational levels.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to challenge a potential narrative about the facility's operations.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses photographic evidence to contradict a hypothetical operational claim.Lasertec Corporation (6920) · Scorpion Capital
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