Komori
Takizawa Ham (2293) · RiskRestated

Concentration of Trade Receivables and Sales among Major Customers

First written in FY2016. 6 of 12 entries say "Mitigated", first in FY2017. Latest entry: FY2026.

12entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2017 – FY2019MitigatedFY2023 – FY20242016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 166 companies write about · 166 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2017: 10 of 67 companies on the "Worse" side.

13 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 166 companies compared. The sentences above are computed from all 166.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「As of the consolidated fiscal year-end, 8% of trade receivables were from specific major customers.」

    The concentration of trade receivables among specific major customers remained at 8%, unchanged from the previous fiscal year, and concentrated exposure continues.
  2. 2026-06-02RestatedGeneral Meetings of Shareholders

    「As of the consolidated fiscal year-end, 8% of trade receivables were from specific major customers.」

    大口顧客への営業債権集中割合8%を確認している。
  3. FY2025WorsenedAnnual report

    「As of the consolidated fiscal year-end, 8% of trade receivables were from specific major customers.」

    The concentration of trade receivables among specific major customers increased from 6% in the previous fiscal year to 8%.
  4. FY2024MitigatedAnnual report

    「As of the consolidated fiscal year-end, 6% of trade receivables were from specific major customers.」

    The concentration of trade receivables among specific major customers declined from 8% in the previous fiscal year to 6%.
  5. FY2023MitigatedAnnual report

    「As of the consolidated fiscal year-end, 8% of trade receivables were from specific major customers.」

    The concentration of trade receivables among specific major customers declined from 10% in the previous fiscal year to 8%.
  6. FY2022WorsenedAnnual report

    「As of the consolidated fiscal year-end, 10% of trade receivables were from specific major customers.」

    The concentration of trade receivables among major customers increased from 7% in the previous fiscal year to 10%.
  7. FY2021MitigatedAnnual report

    「As of the consolidated fiscal year-end, 7% of trade receivables were from specific major customers.」

    The concentration of trade receivables among specific major customers declined from 11% in the previous fiscal year to 7%.
  8. FY2020WorsenedAnnual report

    「As of the consolidated fiscal year-end, 11% of trade receivables were from specific major customers.」

    The concentration of trade receivables among specific major customers increased from 9.0% in the previous fiscal year to 11%.
  9. FY2019MitigatedAnnual report

    「As of the consolidated fiscal year-end, 9.0% of trade receivables were from specific major customers.」

    The concentration of trade receivables among specific major customers declined from 9.3% in the previous fiscal year to 9.0%.
  10. FY2018MitigatedAnnual report

    「As of the consolidated fiscal year-end, 9.3% of trade receivables were from specific major customers.」

    The concentration of trade receivables among specific major customers declined from 14.3% in the previous fiscal year to 9.3%. The proportion of sales attributable to major customers was 13.7%.
  11. FY2017MitigatedAnnual report

    「As of the consolidated fiscal year-end, 14.3% of trade receivables were from specific major customers.」

    The concentration of trade receivables among specific major customers declined from 16.6% in the previous fiscal year to 14.3%.
  12. FY2016First statedAnnual report

    「As of the consolidated fiscal year-end, 16.6% of trade receivables were from specific major customers.」

    The concentration of trade receivables among major customers was quantitatively disclosed at 16.6%. This represents structural exposure arising from dependence on specific customers; no contract defaults or similar events are reported.
Moved together

"Product Development: Prepared Foods, Products with Proprietary Quality, and Ham and Sausages" moved the same way as this thread, in the same document, in 6 of its 12 moves.

665544★123456
  1. ★This thread
  2. 1Product Development: Prepared Foods, Products with Proprietary Quality, and Ham and Sausages6×
  3. 2New Installation of Factory Machinery and Equipment and Renovation of Production Facilities6×
  4. 3Securing target profit from Fiscal Year 67 onward5×
  5. 4Stable Profit Returns and Stable Dividends5×
  6. 5Strengthening Sales of Branded Meat and Primary Processed Meat Products and Ensuring Stable Procurement4×
  7. 6Margin Pressure from Higher Raw Material Costs and Lower Product Prices4×

★ 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
Takizawa Ham's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-06-02: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.