slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
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28,711-28,740 of 303,780
01
The slide uses strong, accusatory language to frame the company as a fraudulent entity, drawing parallels to historical Japanese corporate scandals.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Situation & Context2 hits
06
オリンパス事件を前例として引き合いに出し、レーザーテックの棚卸資産比率が業界平均から大きく乖離していることを強調している。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Loop · Logic Chain2 hits
07
The slide argues that Lasertec's inventory classification (0% finished goods) is a deliberate accounting trick to avoid impairment charges and maintain stock price, supported by anecdotal evidence from IR and photographic evidence.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
08
The slide uses a forensic accounting argument, specifically highlighting the divergence between reported net income and cash conversion rates as a red flag for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
09
The slide uses comparative analysis of financial ratios (cash flow to sales/assets) and historical precedents (Toshiba, MagnaChip) to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
10
Scorpion Capitalのレポートに基づく分析。具体的な金額（11億ドル、7億ドル、8億3200万ドル等）を引用し、財務的インパクトを強調。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
12
This slide functions as a continuation of a critical investigative report on Lasertec's product reliability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
13
Contains testimonials from former field service engineers regarding Lasertec's ACTIS A150 equipment and Ushio light sources.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
14
The slide presents a series of investigative findings regarding technical failures in Lasertec's EUV inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
15
This slide presents qualitative evidence from industry insiders (former KLA engineers, semiconductor executives) regarding Lasertec's product reliability issues.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
16
The slide details specific technical failures (light source degradation, stage contamination) and their economic impact on customers (forced backup purchases, high maintenance costs).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
18
The slide contains repetitive text blocks (the first and third bullet points are identical).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
19
The slide presents anecdotal evidence and expert testimony to challenge the viability of Lasertec's current light source strategy.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
20
The slide presents a series of expert testimonies and technical arguments debunking the claims made by Lasertec regarding their ACTIS A300 product.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
21
Fraud exposure / Short thesis research note.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
23
第5部として、ASMLのCymer買収と開発の苦労を対比させ、Lasertecの技術的妥当性を批判的に検証している。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
24
Contains specific allegations regarding Lasertec's supply chain, Isteq's origins, and technical failures of the plasma-based light source.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
25
This slide presents a critical investigative summary regarding Lasertec's technical claims and customer relations.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
29
This slide details investigative findings regarding Intel's internal struggles with Lasertec equipment, including allegations of falsified data in academic papers and poor equipment performance.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
30
The slide contains qualitative interview findings regarding operational efficiency (60-65% vs 85-90% target) and corporate culture.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
32
The slide presents qualitative evidence from interviews with industry executives regarding TSMC's reliance on and dissatisfaction with Lasertec's ACTIS series equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
33
TSMCの元幹部へのインタビューを通じた、レーザーテックに対する否定的な見解とKLAへのシフトの背景。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
34
第6部B TSMCでの葛藤（続）Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
36
顧客インタビューに基づく定性的な調査結果。具体的な価格データ（1500万〜3000万ドル、6200万ドル）が含まれる。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
37
マーベル・テクノロジーの幹部による、レーザーテックの在庫評価や利益操作の疑いに関する告発的証言。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
41
第8部として構成された調査レポートの要約。市場の飽和と技術的適合性の欠如を主張。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
42
The slide provides qualitative evidence from former employees and industry contacts to support the thesis that Lasertec's growth in the EUV market is stalling.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
43
The slide details specific technical and commercial reasons for TSMC's shift away from Lasertec's EUV inspection tools, citing pellicle issues, high-NA adoption, and reliance on KLA alternatives.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
44
Analysis of Samsung's procurement of ASML lithography tools to estimate demand for Lasertec's ACTIS inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits
46
第9部：KLAの市場参入によるレーザーテックの事業崩壊リスクに関する詳細レポート。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain2 hits