Komori
Tohokushinsha Film (2329) · RiskWorsened

Risk from reliance on specific customers

First written in FY2016. 20 of 24 entries say "Restated". Latest entry: FY2026.

24entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2022-Q2RestatedFY2023-Q2 – FY2024-Q12016: 320162017: 420172018: 320182019: 220192020: 320202021: 320212022: 220222023: 320232024: 020242025: 020252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 316 companies write about · 330 as a headwind · 3 as a tailwind

Tohokushinsha Film moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2022: 26 of 105 companies on the "Worse" side.

32 other companies' latest entry also says "Worsened".

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 334 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「株式会社電通　9,967　20.9　株式会社博報堂　6,234　13.1」

    主要顧客の売上比率は、電通が前期17.9％から20.9％、博報堂が10.7％から13.1％へ上昇し、両社合計は34.0％となった。
  2. FY2024-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、重要な変更がないと記載している。
  3. FY2023主要顧客比率変動Annual report

    「株式会社電通　8,253　14.8　株式会社博報堂　6,263　11.2」

    主要顧客の販売比率は、電通が前期16.4％から14.8％へ低下し、博報堂が10.5％から11.2％へ上昇した。両社合計は26.0％となっている。
  4. FY2023-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、重要な変更がないと記載している。
  5. FY2023-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、重要な変更がないと記載している。
  6. FY2022WorsenedAnnual report

    「株式会社電通 8,646 16.4 株式会社博報堂 5,545 10.5」

    主要顧客の販売比率は、電通が前期13.5％から16.4％へ上昇し、博報堂は13.0％から10.5％へ低下した。電通・博報堂の合計比率は26.9％となっている。
  7. FY2022-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  8. FY2022-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  9. FY2021-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the third quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  10. FY2021-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  11. FY2020RestatedAnnual report

    「株式会社電通　8,472　14.1　株式会社博報堂　7,249　12.1」

    主要顧客への販売依存について、電通が売上高8,472百万円・14.1％、博報堂が7,249百万円・12.1％を占める状況を開示している。
  12. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  13. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  14. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  15. FY2019-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  16. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  17. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  18. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  19. FY2018-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    特定取引先への販売依存リスクについて、新たな発生や重要な変更がないと記載している。
  20. FY2017RestatedAnnual report

    「当社グループでは特定の取引先に対する販売比率が高くなっております。今後も当該取引先との安定的な取引が確保できるように努めてまいりますが、当該取引先の経営施策や取引方針の変更によっては、当社グループの経営成績に悪影響を及ぼす可能性があります。」

    特定取引先への販売依存と、取引先の方針変更による影響リスクを継続している。
  21. FY2017-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the third quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    特定取引先への販売依存リスクについて、重要な変更がない扱いとなっている。
  22. FY2017-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    The Company states that no new risks arose and that no material changes occurred in existing risks.
  23. FY2017-Q1RestatedAnnual report

    「There have been no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    前事業年度に記載したリスクについて重要な変更がないと明記している。
  24. FY2016First statedAnnual report

    「当社グループでは特定の取引先に対する販売比率が高くなっております。今後も当該取引先との安定的な取引が確保できるように努めてまいりますが、当該取引先の経営施策や取引方針の変更によっては、当社グループの経営成績に悪影響を及ぼす可能性があります。」

    特定取引先への販売比率が高い構造と、相手先の経営施策・取引方針変更の影響を記載している。
Moved together

"Subscriber Acquisition Risk in Paid Digital Multichannel Broadcasting" moved the same way as this thread, in the same document, in 2 of its 24 moves.

22★12
  1. ★This thread
  2. 1Subscriber Acquisition Risk in Paid Digital Multichannel Broadcasting2×
  3. 2Impairment Risk Relating to the Recoverable Amount of Fixed Assets2×

★ 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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