Komori
Asahi Kogyosha (1975) · FactSoftened

Concentration of Sales to Takenaka Corporation

First written in FY2019. 2 of 6 entries say "Softened", first in FY2021. Latest entry: FY2026.

6entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019SoftenedFY2021WorsenedFY2022 – FY2023OtherFY20252019: 120192020: 020202021: 120212022: 120222023: 120232024: 020242025: 120252026: 12026
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

Asahi Kogyosha moved to the "Worse" side of this theme in 2021, 2 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. FY2026SoftenedAnnual report

    「当連結会計年度 該当する相手先はありません。」

    前年度に日本コムシス向け売上高が9,589百万円、10.4%を占めていたが、当年度は連結売上高の10%以上を占める相手先がないと更新されている。
  2. FY2025主要顧客の年度更新Annual report

    「当連結会計年度 日本コムシス㈱ 9,589百万円 10.4%」

    連結売上高の10%以上を占める主要顧客が鹿島建設から日本コムシスへ変わり、日本コムシス向け売上高9,589百万円、構成比10.4%が開示されている。
  3. FY2023WorsenedAnnual report

    「当連結会計年度 鹿島建設㈱       9,434百万円 11.8% 清水建設㈱       8,106百万円 10.1%」

    前年度は竹中工務店1社が10%以上だったのに対し、当年度は鹿島建設と清水建設の2社が連結売上高の10%以上を占め、顧客集中の開示対象が広がっている。
  4. FY2022WorsenedAnnual report

    「当事業年度 ㈱竹中工務店       7,240百万円 10.5%」

    前年度は連結売上高の10%以上を占める相手先がなかったが、当年度は竹中工務店向け売上高が7,240百万円、連結売上高の10.5%となり、売上高集中が再び開示された。
  5. FY2021SoftenedAnnual report

    「当連結会計年度 該当する相手先はありません。」

    前年度は竹中工務店が連結売上高の10.0%を占めていたが、当年度は連結売上高の10%以上を占める相手先がないと更新されている。
  6. FY2019First statedAnnual report

    「㈱竹中工務店 9,848百万円 11.1%」

    当連結会計年度において、竹中工務店への売上高が9,848百万円で連結売上高の11.1%を占めたことが主要顧客情報として開示されている。
Moved together

"Enhancing corporate value through a sound corporate culture, a resilient and flexible corporate structure, and stable growth" moved the same way as this thread, in the same document, in 4 of its 6 moves.

422★123
  1. ★This thread
  2. 1Enhancing corporate value through a sound corporate culture, a resilient and flexible corporate structure, and stable growth4×
  3. 2Margin Deterioration amid Intense Price Competition and Higher Equipment and Materials Costs2×
  4. 3Declining Appetite for Capital Investment Due to Slower Emerging-Market 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.

When this could move next
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