Komori
Takamiya (2445) · RiskMitigated

Bad-debt risk involving customers, primarily construction companies

First written in FY2016. 3 of 9 entries say "Mitigated", first in FY2021-Q2. Latest entry: FY2025-H1.

9entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MitigatedFY2021-Q2 – FY2021RestatedFY20222016: 120162017: 120172018: 020182019: 120192020: 120202021: 120212022: 120222023: 120232024: 22024
Same theme, other companies
Managing counterparty credit riskA theme 933 companies write about · 953 as a headwind · 18 as a tailwind

The whole theme swung hardest in 2026: 19 of 63 companies on the "Worse" side.

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

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 194 companies compared. The sentences above are computed from all 194.Comparing 200 of the theme's 972 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1MitigatedAnnual report

    「Provision for allowance for doubtful accounts 43 -」

    前年同期に計上された貸倒引当金繰入額43百万円に対し、当中間期は計上がなく、当該期間の信用リスクによる損益影響は縮小している。
  2. FY2024-Q3WorsenedAnnual report

    「貸倒引当金繰入額 - 63」

    貸倒引当金繰入額63百万円を計上し、前第3四半期累計期間にはなかった信用リスクの損益影響が実績化している。
  3. FY2024-Q2MaterialisedAnnual report

    「貸倒引当金繰入額 43」

    当第2四半期連結累計期間に貸倒引当金繰入額43百万円を計上し、取引先の信用リスクが引当計上として実績化している。
  4. FY2022RestatedAnnual report

    「当社グループの取引先は3,000社以上に及んでおり、売上債権は特定の取引先に集中することなく、多数の取引先に対して分散されております。」

    多数の建設会社に債権を分散し、信用不安のある取引先とは信用状況を勘案して慎重に取引する対応を再確認している。
  5. FY2021MitigatedAnnual report

    「貸倒損失 63,206 -」

    前年同期に計上された貸倒損失63,206千円に対し、当連結会計年度は貸倒損失が計上されていない。
  6. FY2021-Q2MitigatedAnnual report

    「貸倒損失 63,206 -」

    前年同期に計上された貸倒損失63,206千円が当第2四半期累計期間には計上されておらず、貸倒れの損益影響は当期間には現れていない。
  7. FY2020-Q2MaterialisedAnnual report

    「貸倒損失 63,206」

    当第2四半期連結累計期間に貸倒損失63,206千円を計上しており、取引先の貸倒れに関するリスクが実績として現れている。
  8. FY2017RestatedAnnual report

    「当社グループの取引先は3,000社以上に及んでおり、売上債権は特定の取引先に集中することなく、多数の取引先に対して分散されております。」

    取引先数を3,000社以上とし、債権分散による貸倒れリスクの状況を再記載している。
  9. FY2016First statedAnnual report

    「The Group has more than 2,000 customers, and its trade receivables are diversified across numerous customers rather than concentrated in any particular customer.」

    Receivables are diversified across more than 2,000 customers, although the disclosure notes the possibility of increased bad debts if conditions in the construction industry deteriorate.
Moved together

"Maturation of solar power generation demand and its impact on the sales business" moved the same way as this thread, in the same document, in 3 of its 9 moves.

332222★123456
  1. ★This thread
  2. 1Maturation of solar power generation demand and its impact on the sales business3×
  3. 2Dependence on interest-bearing debt, primarily borrowings3×
  4. 3Expanding from solar-related products into agricultural products, residential seismic-control devices and other areas2×
  5. 4Expanding rental assets and securing stable, efficient equipment financing2×
  6. 5Financial-market disruption and uncertainty following the UK's decision to leave the EU2×
  7. 6Securing construction partners in preparation for a shift toward maintenance and repair work2×

★ 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
Takamiya's next results are scheduled for 2026-11-10. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.