slides · global inventory
Fraud Exposure
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Matching slides 6,793
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Framework
5,071-5,100 of 6,793
224
The slide uses a Q&A format to expose operational failures and design flaws in Lasertec equipment.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a potential contradiction between official company statements and the reality of inventory management, specifically citing 75% discounts and price points of $15M-$30M.Lasertec Corporation (6920) · Scorpion Capital
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239
The slide presents a Q&A format with an anonymous Marvell Technology senior employee to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
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240
The slide presents a Q&A format to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
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241
The slide presents a Q&A format to highlight potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
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243
The slide presents a Q&A format interview transcript highlighting potential accounting irregularities regarding inventory valuation.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a contradiction between official company messaging and the reality of inventory management, specifically citing a 75% discount and price points of $15M-$30M.Lasertec Corporation (6920) · Scorpion Capital
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245
The slide presents a Q&A format highlighting the 'desperation' of the subject company to offload inventory through heavy concessions.Lasertec Corporation (6920) · Scorpion Capital
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247
The slide highlights potential accounting irregularities regarding inventory valuation and impairment.Lasertec Corporation (6920) · Scorpion Capital
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251
The slide presents a Q&A format to build a case against the company's official narrative regarding its financial performance.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format with a KLA executive to undermine the growth narrative of Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights that KLA had a 'program ready for full-scale development' in 2016, which contradicts their later strategic decision to abandon or pause the project.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents Q&A transcripts as evidence of KLA's internal development status and investment of approximately $1 billion.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to highlight the fragility of Lasertec's market position.Lasertec Corporation (6920) · Scorpion Capital
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287
The slide presents a Q&A format with an industry expert, exposing a gap between public adoption and actual operational reliance on Lasertec's tools.Lasertec Corporation (6920) · Scorpion Capital
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288
The slide uses a Q&A format to expose a technical limitation in Lasertec's market position by highlighting the continued use of KLA's Teron equipment.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a Q&A format to highlight a potential failure in Lasertec's product adoption at a key customer (TSMC).Lasertec Corporation (6920) · Scorpion Capital
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293
The slide highlights a discrepancy between public perception and private R&D activities of major industry players.Lasertec Corporation (6920) · Scorpion Capital
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294
The slide highlights a discrepancy between public claims of using Lasertec's EUV equipment and the actual reliance on older DUV or alternative inspection methods.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to highlight technical limitations of Lasertec's ACTIS A300 product.Lasertec Corporation (6920) · Scorpion Capital
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This is a text-heavy slide presenting a specific allegation of corporate fraud based on site visits.Lasertec Corporation (6920) · Scorpion Capital
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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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The slide uses on-the-ground investigative reporting to contradict company claims about facility usage.Lasertec Corporation (6920) · Scorpion Capital
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303
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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305
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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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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The slide highlights a discrepancy between the actual ownership structure (Nomura Real Estate Holdings owning the asset via a subsidiary) and the official disclosure stating no related party transactions.Lasertec Corporation (6920) · Scorpion Capital
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