The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Tomohiko Sano - JPMorgan Chase & Co, Research Division - Analyst
: I'm Sano from JPMorgan, and I have 2 questions. The first is regarding North America. In the fourth quarter of fiscal 2020, sales were down by 9%,
but demand during this time frame was up by 20% apparently. How should I analyze the difference?
Also, operating hours recovered in March, increasing by 11%. How do you view the upside impact on demand due to the new administration's
infrastructure initiatives? And against your competitor, Caterpillar, what kind of strategies are you going to employ in order to increase your market
share? That is my first question.
Question: Tomohiko Sano - JPMorgan Chase & Co, Research Division - Analyst
: The second part of my question was, in your outlook for the North American market, how much of an upside are you accounting for due to the
new administration's infrastructure-related initiatives? And also against Caterpillar, what kind of measures do you have to increase your market
share?
Question: Tomohiko Sano - JPMorgan Chase & Co, Research Division - Analyst
: My second question is about AHS. Given its sales were 221 unit as of the end of March 2020, 352 shows strong growth. If you sustain the growth,
presented KPI for 2021 in the midterm management plan, 380 will be well within reach in the first half. So as of today, for this fiscal year, how much
do you expect to add? And if you have any business talks with leading metals and mining companies to back up your forecast, would you share
them with us?
Question: Tomohiko Sano - JPMorgan Chase & Co, Research Division - Analyst
: Out of the increase of 130, what is the mix between new AHS and retrofit AHS? Do you observe any trend?
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