ミーティングのポイントは5点。（1）FPD製造装置の事業環境は会社の目

ミーティングのポイントは5点。（1）FPD製造装置の事業環境は会社の目論見通り改善中。足もと低調な有機ELも来期後半／再来期と時期は先だが需要回復を期待している印象。（2）足もと遅れ気味の3D-NANDは今夏から年末にかけて受注ベースで回復する見通し。業績寄与し始めた次世代メモリー向けも来期に向けて期待大。ロジック向けは評価段階で足踏みも社長の期待値は高く、経営資源の積極投下を続けると見られる。（3）構造改革は「おおむね想定通り」に進ちょく。ただし「グループ会社は未だ多く、引き続き子会社のより効率的な運営を目指す」とされた。足かせ要因であった装置の追加原価は、リスクを契約締結時に認識することで徐々に削減できているもよう。有機EL向けを中心に追加原資の低減は来期以降も増益要因となろう。（4）当面は有利子負債の削減に注力。優先株については「なるべく早い時期に現金での償還を目指す」とされた。（5）株主還元については、優先株の償還が済んでいなくても一般株主への還元を検討しているとの印象、と指摘。

結果 (英語) 1:

Meeting point is 5 points. (1) business environment for FPD production equipment company prospectus street improvements in. Impression of demand recovery hopes recently sluggish a OLED's and next term and when ahead late next year. (2) recently lagging 3 D-NAND is expected from this summer until the end of the year to recover on an order basis. Earnings contribution and started next generation memory-friendly also's great expectations for the next fiscal year. Logic for high expectations of the President is treading on evaluation stage and aggressively invested resources to continue and be seen. (3) structural reform is "largely as expected" to progress. However the 'group companies are still more, still aiming at more efficient management of the subsidiary". Device was hobbled factor in additional costs are at recognizing risk upon the signing of the agreement gradually cut ready are also. Add a Center for organic EL reduced funding for the next fiscal year and beyond will be increase factors. (4) for the time being focused on reduction of interest-bearing debt. On the preference shares was "as much as possible early redemption in cash and aiming. (5) pointed out that impression and even subscribed to redemption of the preference shares about shareholder returns, also consider the reduction to the general shareholders.

結果 (英語) 2:

Meeting point of five points. (1) business environment prospectus as in improvement of company of FPD production equipment. Feet weak organic EL also a next fiscal year second half / re the next fiscal year and the period ahead, but impression that expect a recovery in demand. (2) feet lag feeling of 3D-NAND is expected to recover in order base towards the end of the year from this summer. Expected size for next-generation memory began to performance also contribute towards the next fiscal year. Expected value foot also of president in for logic evaluation phase is high, I can be expected to continue to actively invested of management resources. (3) structural reform progress in the "generally as expected." However, "Group companies still many, continue to aim for more efficient management of the subsidiary" it has been said. Additional cost of equipment was the shackles factors, pattern that can be reduced gradually by recognizing the risk to the time of the conclusion of the contract. Reduction of additional funds mainly for organic EL also will be a positive impact next fiscal year. (4) For the time being and focus on the reduction of interest-bearing debt. I was the "aim to redemption in cash as early as possible" for preferred stock. (5) For shareholders, the impression that is considering the reduction of the general shareholders even if not done so redemption of preferred stock, and pointed out.

結果 (英語) 3:

Five points of the meeting point. (1) as expected in the company's business environment FPD improvement of manufacturing equipment. The impression is expected to slow demand recovery at the late next year and the return period of organic EL ahead of time. (2) the prospect of a taste for NAND D feet behind this summer from the end of the base in order to recover. Great expectations for the next year for the next generation memories began to work. The logic in the evaluation for higher expected value of the foot, it seems that the president will continue to release of resources.(3) the reform progress, "street". Yet many group companies "," management of subsidiaries to more efficient. In addition, the factors of equipment cost was recognized at the time the contract risk be reduced gradually. Will increase with the reduction of offered additional source of organic EL. (4) the immediate focus on the reduction of interest-bearing debt. In preferred shares to "as early as cash for redemption."(5) in the future, then the redemption of preferred shares without the impression that the reduction of shareholders, and pointed out.