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Taiyo Kisokogyo (1758) · RiskSoftened

Dependence on sales to specific customers

First written in FY2017. 3 of 4 entries say "Softened", first in FY2020. Latest entry: FY2023.

4entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017SoftenedFY2020 – FY20232017: 120172018: 020182019: 020192020: 120202021: 020212022: 120222023: 12023
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

Taiyo Kisokogyo moved to the "Worse" side of this theme in 2020, 3 years before the typical company in this theme (2023).

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

14 other companies' latest entry also says "Softened".

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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2023SoftenedAnnual report

    「Sales to Sekisui House, Ltd. and its affiliated companies account for approximately 25% of completed construction revenue, and the company's performance may be affected by Sekisui House's sales trends and procurement policies.」

    The proportion of sales dependent on a specific customer has been updated from approximately 30% in the previous disclosure to approximately 25%.
  2. FY2022SoftenedAnnual report

    「Sales to Sekisui House, Ltd. and its affiliated companies account for approximately 30% of completed construction revenue, and the company's performance may be affected by Sekisui House's sales trends and procurement policies.」

    The proportion of sales dependent on a specific customer has declined from approximately 35% in the previous disclosure to approximately 30%.
  3. FY2020SoftenedAnnual report

    「Sales to Sekisui House, Ltd. and its affiliated companies account for approximately 35% of completed construction revenue.」

    The proportion of sales dependent on a specific customer has been updated from approximately 40% to approximately 35%.
  4. FY2017First statedAnnual report

    「Sales to Sekisui House, Ltd. and its affiliated companies account for approximately 40% of completed construction revenue. This is attributable to the company's expertise in ground-improvement construction developed over the years and its long-standing relationship of trust with Sekisui House.」

    The company identifies customer concentration risk, with sales to Sekisui House, Ltd. and its affiliated companies accounting for approximately 40% of completed construction revenue.
Moved together

"Increase in labor costs due to a shortage of skilled technicians" moved the same way as this thread, in the same document, in 3 of its 4 moves.

32★12
  1. ★This thread
  2. 1Increase in labor costs due to a shortage of skilled technicians3×
  3. 2Economic Downturn in Emerging Asian Economies and Yen Appreciation2×

★ 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.

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News
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Dependence on sales to specific customers | Taiyo Kisokogyo Co.,Ltd. (1758) | Komori