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COMSYS Holdings (1721) · RiskMaterialised

Progress Delays in Carrier-Related Business

First written in FY2020-Q2. 6 of 7 entries say "Materialised", first in FY2020-Q2. Latest entry: FY2023-Q3.

7entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020-Q2 – FY2021MitigatedFY2022-Q12019: 120192020: 220202021: 320212022: 020222023: 1
Same theme, other companies
Project Progress Risks from Shortages of Materials and Equipment and Delivery DelaysA theme 41 companies write about · 43 as a headwind · 0 as a tailwind

COMSYS Holdings moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).

The whole theme swung hardest in 2026: 9 of 23 companies on the "Worse" side.

6 other companies' latest entry also says "Materialised".

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 41 companies compared. The sentences above are computed from all 41.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3MaterialisedAnnual report

    「Although orders increased in the IT Solutions business, the NDS Group recorded orders received of ¥58,706 million, down 8.6% year on year, net sales of ¥55,660 million, down 5.1%, and operating profit of ¥2,470 million, down 25.1%, due to delays in construction progress caused by lower capital investment by telecommunications carriers, shortages of semiconductors and other factors that delayed the delivery of construction materials.」

    Delays in construction progress caused by delayed delivery of construction materials have re-emerged as a factor behind declines in NDS Group net sales and operating profit.
  2. FY2022-Q1MitigatedAnnual report

    「An increase in fiber-optic connection construction orders from telecommunications operators and the acceleration of the schedules for 5G wireless base station construction resulted in revenue of ¥57,711 million, up 16.7% year on year, and operating profit of ¥4,350 million, up 141.6%.」

    Rather than the delays in the carrier business reported through the previous fiscal year, the disclosure cites an increase in optical-fiber connection construction and the acceleration of the schedule for 5G base-station construction, with net sales and operating profit increasing.
  3. FY2021MaterialisedAnnual report

    「The NDS Group worked to secure and expand orders for construction of telecommunications infrastructure and other projects from telecommunications carriers, as well as to secure orders for road-related infrastructure projects, building electrical and telecommunications equipment projects, civil engineering projects and ICT-related businesses in the Tokai, Tokyo metropolitan and Kansai regions. However, due to a decline in large-scale construction projects and delays in completing construction, orders received were ¥80,745 million, down 3.5% from the previous fiscal year, and net sales were ¥79,213 million, down 5.2%. Despite efforts to reduce expenses and other measures, operating profit of ¥3,824 million, down 7.7%, was insufficient to offset the impact of lower net sales.」

    The decline in large-scale construction projects and delays in completing construction were reflected in the NDS Group's full-year results as declines in orders received, net sales and operating profit.
  4. FY2021-Q3MaterialisedAnnual report

    「Net sales were ¥180,205 million, down 2.7% year on year, due to lower orders in NTT-related businesses, delays in completing projects in the IT Solutions business and other factors.」

    Delays in completing projects in the IT Solutions business continue to be a factor behind the decline in 日本コムスิส Group net sales for the cumulative third quarter.
  5. FY2021-Q2MaterialisedAnnual report

    「Orders received totaled ¥135,584 million, down 22.9% year on year, due to lower orders in NTT-related businesses and a decline following the large-scale solar power generation facility construction orders received in the previous fiscal year. Net sales were ¥114,460 million, down 4.9%, due to delays in completing projects in the NTT Facilities and IT Solutions businesses and other factors. Operating profit was also ¥6,187 million, down 6.8%, due to delays in progress in the NTT Facilities and IT Solutions businesses and other factors.」

    Delays in completing and progressing projects in the NTT Facilities and IT Solutions businesses continue to be a factor behind the declines in net sales and operating profit.
  6. FY2020-Q3MaterialisedAnnual report

    「Operating profit was ¥10.35 billion, down 15.0% year on year, due to delays in the carrier business and other factors.」

    The delay in the carrier business also occurred in the cumulative third quarter within the 日本コムシス Group and is cited as a factor behind the 15.0% year-on-year decline in operating profit.
  7. FY2020-Q2MaterialisedAnnual report

    「Operating profit was ¥6.64 billion, down 8.7% year on year, due to delays in the carrier business and other factors.」

    The delay in the carrier business actually occurred within the 日本コムシス Group and is cited as a factor behind the 8.7% year-on-year decline in operating profit.
Moved together

"Downside to Results from Telecommunications Carriers’ Restraint in Capital Investment" moved the same way as this thread, in the same document, in 4 of its 7 moves.

4332★1234
  1. ★This thread
  2. 1Downside to Results from Telecommunications Carriers’ Restraint in Capital Investment4×
  3. 2Sales Dependence on the NTT Group3×
  4. 3Impact on operating performance from delays in the delivery of construction materials and extended construction periods3×
  5. 4Deterioration in SYSKEN Group’s Earnings from Low-Margin Construction Projects2×

★ 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
No upcoming earnings preview for COMSYS Holdings yet.
News
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Progress Delays in Carrier-Related Business | COMSYS Holdings Corporation (1721) | Komori