Komori
Soiken Holdings (2385) · RiskRestated

Dependence on a Specific Customer in the Functional Materials Development Business

First written in FY2018. 14 of 15 entries say "Restated". Latest entry: FY2024-Q2.

15entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2024-Q22018: 220182019: 320192020: 320202021: 220212022: 020222023: 420232024: 1
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

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

41 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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
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  1. FY2024-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  2. FY2024-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  3. FY2023RestatedAnnual report

    「As the business currently has a high degree of dependence on the major healthcare company concerned, a reduction in transactions with that company would adversely affect the performance of the business.」

    The risk of dependence on a specific major healthcare company for transactions in the functional materials development business continues to be disclosed.
  4. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  5. FY2023-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  6. FY2022-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  7. FY2021-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  8. FY2021-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  9. FY2020RestatedAnnual report

    「As the business currently has a high degree of dependence on the major healthcare company concerned, a reduction in transactions with that company would adversely affect the performance of the business.」

    The risk of dependence on a specific major healthcare company for transactions in the functional materials development business continues to be disclosed.
  10. FY2020-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  11. FY2020-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  12. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated in a consolidated entry that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  13. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated in a consolidated entry that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  14. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It is stated in a consolidated entry that there have been no material changes in the risk of dependence on specific customers in the functional materials development business.
  15. FY2018First statedAnnual report

    「As the business currently has a high degree of dependence on the major healthcare company concerned, a reduction in transactions with that company would adversely affect the performance of the business.」

    The Company explicitly discloses the risk of depending on a specific major healthcare company for most of its licensing revenue from lactoferrin patents and sales of functional materials.
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