slides · global inventory
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74,701-74,730 of 96,741
82
The slide title mentions 'Gross Profit Margin' (売上総利益率) but the content is entirely about inventory (棚卸資産).Lasertec Corporation (6920) · Scorpion Capital
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83
The slide highlights a specific accounting anomaly where finished goods inventory is consistently reported as zero, suggesting potential manipulation.Lasertec Corporation (6920) · Scorpion Capital
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84
The slide highlights a discrepancy in financial reporting practices between Lasertec and its peers.Lasertec Corporation (6920) · Scorpion Capital
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85
The slide uses photographic evidence to contradict the company's official financial reporting regarding inventory composition.Lasertec Corporation (6920) · Scorpion Capital
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86
The slide uses a combination of a bar chart showing inventory/sales ratio and a screenshot of the official press release regarding the auditor change to build a case for potential accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
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89
The slide maps specific accounting fraud allegations to their corresponding SEC complaint text.Lasertec Corporation (6920) · Scorpion Capital
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90
The slide argues that the unexplained volatility in gross margin is a sign of corporate malfeasance.Lasertec Corporation (6920) · Scorpion Capital
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91
The slide uses a transcript excerpt to expose the company's evasiveness regarding the profitability of specific product lines.Lasertec Corporation (6920) · Scorpion Capital
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92
The slide contrasts the CEO's optimistic outlook in October 2023 with the reality of low margins in Q1, followed by a defensive explanation in January 2024.Lasertec Corporation (6920) · Scorpion Capital
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93
The slide uses a Q&A format with an industry expert to challenge the company's reported gross margins.Lasertec Corporation (6920) · Scorpion Capital
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95
The slide uses a Q&A format to expose the company's inventory issues and potential reliability problems.Lasertec Corporation (6920) · Scorpion Capital
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96
The slide uses a Q&A format to highlight the aggressive nature of Lasertec's sales approach, suggesting financial strain or inventory pressure.Lasertec Corporation (6920) · Scorpion Capital
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97
The slide uses a Q&A format to expose a lack of technical validation for a new product (A300) and questionable sales practices by Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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98
The slide presents a 'villain' narrative by highlighting potential accounting irregularities (lack of inventory write-downs) and market demand failure.Lasertec Corporation (6920) · Scorpion Capital
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99
The slide uses two distinct valuation methods (inventory/sales ratio and inventory/total assets ratio) to calculate a potential impairment loss of approximately 63-66%.Lasertec Corporation (6920) · Scorpion Capital
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101
The slide acts as a technical appendix to a previous slide that introduced the first two methods.Lasertec Corporation (6920) · Scorpion Capital
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102
The text claims the company has a market cap of $23B despite having no functional product.Lasertec Corporation (6920) · Scorpion Capital
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103
The slide uses a Q&A format to highlight technical flaws in the light source technology.Lasertec Corporation (6920) · Scorpion Capital
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105
The slide uses a technical diagram to argue that the specific mechanism described in a patent/paper inevitably leads to equipment contamination.Lasertec Corporation (6920) · Scorpion Capital
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106
The slide uses technical documentation to argue that the complexity of the Ushio EUV source is a 'weakness' (弱点).Lasertec Corporation (6920) · Scorpion Capital
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107
The slide uses a bilingual (Japanese/English) format to present technical evidence regarding tin debris damage mechanisms.Lasertec Corporation (6920) · Scorpion Capital
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109
The slide uses KLA's own presentation to point out the technical challenge of contamination from tin-based plasma sources.Lasertec Corporation (6920) · Scorpion Capital
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110
The slide presents a critical testimonial from an industry expert to undermine the technical competence of the subject company.Lasertec Corporation (6920) · Scorpion Capital
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111
The slide presents expert testimony highlighting technical flaws (off-gas contamination, reliability issues) in competitor light sources.Lasertec Corporation (6920) · Scorpion Capital
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112
The slide uses a Q&A format to highlight technical failures and high replacement costs (millions of dollars) for optical components.Lasertec Corporation (6920) · Scorpion Capital
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113
The slide is a Q&A transcript format. It highlights the technical barriers to entry (Die-to-Database) that sustain KLA's market position.Lasertec Corporation (6920) · Scorpion Capital
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114
The slide presents a Q&A format highlighting a technical failure in Lasertec's product that creates operational inefficiency for customers.Lasertec Corporation (6920) · Scorpion Capital
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115
The slide uses a Q&A format to validate claims about equipment instability and the necessity of high-intensity on-site support.Lasertec Corporation (6920) · Scorpion Capital
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116
The slide presents qualitative evidence of product reliability issues through field engineer interviews.Lasertec Corporation (6920) · Scorpion Capital
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117
The slide uses a Q&A format and direct quotes from former field engineers to substantiate claims of equipment failure.Lasertec Corporation (6920) · Scorpion Capital
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