Komori
Tmh (280A) · RiskMaterialised

Inventory Write-Downs from Slow-Moving Products and Market Conditions

First written in FY2024. 1 of 2 entries say "Materialised", first in FY2025. Latest entry: FY2025.

2entries
2years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY20242025: 120252026: 12026
Same theme, other companies
Decline in the Net Realizable Value of InventoriesA theme 206 companies write about · 209 as a headwind · 0 as a tailwind

Tmh moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).

The whole theme swung hardest in 2018: 11 of 37 companies on the "Worse" side.

35 other companies' latest entry also says "Materialised".

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 210 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025MaterialisedAnnual report

    「The ending inventory balance is stated after a write-down in carrying value due to declining profitability, and the following inventory valuation loss is included in cost of sales: △¥12,239 thousand」

    An inventory valuation loss of ¥12,239 thousand was recorded, quantifying the risk of losses from market fluctuations and slow-moving products in the current fiscal year.
  2. FY2024First statedAnnual report

    「If future changes in market conditions require a revision of the estimates and assumptions described above and result in the need for further reductions in carrying amounts, the financial statements for the following fiscal year could be materially affected.」

    Products totaled ¥447,802 thousand at the end of the fiscal year, and an inventory valuation loss of ¥10,638 thousand was recorded.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Tmh yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Inventory Write-Downs from Slow-Moving Products and Market Conditions | TMH Inc. (280A) | Komori