Komori
Asmo (2654) · RiskWorsened

Dependence on major suppliers

First written in FY2018. 2 of 5 entries say "Worsened", first in FY2021. Latest entry: FY2026.

5entries
9years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2018WorsenedFY2021MitigatedFY2023 – FY20242018: 120182019: 020192020: 020202021: 120212022: 020222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Concentrated dependence on specific suppliersA theme 105 companies write about · 105 as a headwind · 0 as a tailwind

Asmo moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2020: 21 of 65 companies on the "Worse" side.

16 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 105 companies compared. The sentences above are computed from all 105.
Moved together

"Dependence on Major Customers" moved the same way as this thread, in the same document, in 4 of its 5 moves.

422222★123456
  1. ★This thread
  2. 1Dependence on Major Customers4×
  3. 2Expanding Contracted Facilities and Differentiating through Food-Service Expertise2×
  4. 3Expanding Care Facilities and Fee-Based Nursing Homes2×
  5. 4Strengthening the earnings power of each business and securing stable earnings2×
  6. 5Continuing unprofitable stores and the emergence of impairment risk2×
  7. 6Developing, Securing and Retaining Care Personnel to Improve Service Quality2×

★ 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
No upcoming earnings preview for Asmo yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on major suppliers | ASMO CORPORATION (2654) | Komori