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JESCO Holdings (1434) · RiskRestated

Lost orders due to competitors’ stronger pricing, technology and service capabilities

First written in FY2016. 4 of 7 entries say "Materialised", first in FY2019-Q2. Latest entry: FY2020.

7entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MaterialisedFY2019-Q2 – FY2020-Q12016: 12017: 120172018: 020182019: 320192020: 22020
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 as a headwind · 0 as a tailwind

JESCO Holdings moved to the "Worse" side of this theme in 2019, 4 years before the typical company in this theme (2023).

The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.

121 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 607 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2020RestatedAnnual report

    「競合他社との価格競争が更に激化した場合や、競合他社の技術力やサービス力の向上により、当社グループのサービス力が相対的に低下した場合は、当社グループが提案している営業案件の失注や、施工数の減少等により、当社グループの業績及び財政状態に影響を及ぼす可能性があります。」

    価格競争および競合他社の技術・サービス力向上による失注・施工数減少リスクを継続開示している。
  2. FY2020-Q1MaterialisedAnnual report

    「ホーチミン市の大型集合住宅の電気設備等の工事において、工期の遅延及び継続的な競争激化の影響等により減収減益となりました。」

    競争激化による受注環境の悪化が、JESCO HOA BINH ENGINEERINGの減収減益として当四半期にも現れている。
  3. FY2019MaterialisedAnnual report

    「競争激化に伴う受注粗利の低下及び材料費の上昇等から大幅な減益となりました。」

    競争激化に伴う受注粗利の低下が、アセアンEPC事業の減益要因として年度実績に現れている。
  4. FY2019-Q3MaterialisedAnnual report

    「主に競争激化に伴う受注粗利の低下等から減益となりました。」

    競争激化に伴う受注粗利の低下が、アセアンEPC事業の減益要因として継続して実績に現れている。
  5. FY2019-Q2MaterialisedAnnual report

    「競争激化に伴う受注粗利の低下、材料費の高騰による原価率の上昇等から減益となりました。」

    競争激化に伴う受注粗利の低下が、アセアンEPC事業の減益要因として実際に現れている。
  6. FY2017RestatedAnnual report

    「If price competition with competitors intensifies further, or if competitors improve their technological or service capabilities and the Group’s service capabilities decline relatively, the Group could lose proposed sales opportunities or experience a decline in the number of projects executed.」

    価格競争と競合の技術・サービス力向上による失注リスクを継続している。
  7. FY2016First statedAnnual report

    「If price competition with competitors intensifies further, or if competitors improve their technological or service capabilities and the Group’s service capabilities decline relatively, the Group could lose proposed sales opportunities or experience a decline in the number of projects executed.」

    Price competition and improvements in competitors’ technology and service capabilities are identified as potential causes of lower orders.
Moved together

"Decline in revenue and profit in the domestic EPC business" moved the same way as this thread, in the same document, in 4 of its 7 moves.

444433★123456
  1. ★This thread
  2. 1Decline in revenue and profit in the domestic EPC business4×
  3. 2Revenue growth and a return to profitability in the ASEAN EPC business4×
  4. 3Dilution of equity value resulting from the exercise of stock acquisition rights4×
  5. 4Lower Gross Margins from Fluctuations in Private and Public Investment and Order Competition4×
  6. 5Higher revenue but lower operating, ordinary and net income3×
  7. 6Debt Reduction and Improvement in the Equity Ratio3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
JESCO Holdings's next results are scheduled for 2026-10-14. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Lost orders due to competitors’ stronger pricing, technology and service capabilities | JESCO Holdings,Inc. (1434) | Komori