Komori
Dairei (2883) · RiskMitigated

Dependence on Overseas and Chinese Production Sites

First written in FY2016. 15 of 23 entries say "Restated". Latest entry: 2026-06-16.

23entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q3RestatedFY2024-Q1 – FY20252016: 220162017: 420172018: 420182019: 220192020: 220202021: 220212022: 120222023: 220232024: 020242025: 120252026: 32026
Same theme, other companies
Operational and country risk arising from concentration of overseas productionA theme 84 companies write about · 85 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 28 of 60 companies on the "Worse" side.

17 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 84 companies compared. The sentences above are computed from all 84.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-16MitigatedManagement planning

    「To hedge risks relating to the countries from which we source seafood, including fish, and to the factories we use, we are diversifying our suppliers.」

    Supplier and sourcing-country diversification is explicitly identified as a risk hedge against dependence on overseas and Chinese production bases.
  2. FY2026MitigatedAnnual report

    「Approximately 55% of the products we handle depend on overseas partner factories, of which approximately 40% depend on production bases in China. We therefore believe that diversifying our production bases is essential.」

    Dependence on overseas partner factories declined from approximately 60% to approximately 55%, while dependence on Chinese production bases remained flat at approximately 40%. The risk associated with overseas dependence has been partly reduced, but the need for diversification remains.
  3. 2026-05-08WorsenedManagement planning

    「Despite having depended on China for more than 40% of our procurement, there is still no prospect of resolving the suspension of imports of raw materials of Japanese origin that has continued since August 2023.」

    Dependence on China and the continued suspension of imports of Japanese-origin raw materials are identified as specific supply risks.
  4. FY2025RestatedAnnual report

    「Approximately 60% of the products we handle depend on overseas partner factories, of which approximately 40% depend on production bases in China. We therefore believe that diversifying our production bases is essential.」

    The company continues to describe the structure of approximately 60% dependence on overseas partner factories and approximately 40% dependence on Chinese production bases, as well as the need to diversify production bases.
  5. FY2024-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  6. FY2023MitigatedAnnual report

    「Approximately 60% of the products we handle depend on overseas partner factories, of which approximately 40% depend on production bases in China. We therefore believe that diversifying our production bases is essential.」

    Dependence on overseas partner factories was flat at approximately 60%, while dependence on Chinese production bases declined from approximately 45% in the previous fiscal year to approximately 40%.
  7. FY2022MitigatedAnnual report

    「Approximately 60% of the products we handle depend on overseas partner factories, of which approximately 45% depend on production bases in China. We therefore believe that diversifying our production bases is essential.」

    Dependence on overseas production was flat at approximately 60%, while dependence on Chinese production declined from approximately 48% in the previous fiscal year to approximately 45%.
  8. FY2022-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company comprehensively states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  9. FY2021WorsenedAnnual report

    「Approximately 60% of the products we handle depend on overseas production bases, of which approximately 48% depend on production bases in China. We therefore believe that diversifying our production bases is essential.」

    Dependence on overseas production rose from approximately 57% in the previous fiscal year to approximately 60%, while dependence on Chinese production rose from approximately 46% to approximately 48%, worsening the dependence structure.
  10. FY2020MitigatedAnnual report

    「Approximately 57% of the products we handle depend on overseas production bases, of which approximately 46% depend on production bases in China. We therefore believe that diversifying our production bases is essential.」

    Dependence on overseas production declined from approximately 60% to approximately 57%, while dependence on Chinese production declined from approximately 50% to approximately 46%. The need to diversify production bases remains unchanged.
  11. FY2020-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  12. FY2020-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company comprehensively states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  13. FY2019-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  14. FY2019-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  15. FY2019-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter, and there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  16. FY2018RestatedAnnual report

    「Approximately 60% of the products we handle depend on overseas production bases, of which approximately 50% depend on production bases in China. We therefore believe that diversifying our production bases is essential.」

    The company continues to describe its approximately 60% dependence on overseas production and approximately 50% dependence on Chinese production, as well as the need to diversify its production bases.
  17. FY2018-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter. There were also no material changes to the business or other risks described in the securities report submitted for the previous fiscal year.」

    The company states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  18. FY2018-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  19. FY2018-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company comprehensively states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  20. FY2017RestatedAnnual report

    「Approximately 60% of the products we handle depend on overseas production bases, of which approximately 50% depend on production bases in China. We therefore believe that diversifying our production bases is essential.」

    There has been no material change in the production dependence structure, with approximately 60% overseas and approximately 50% in China, or in the need for diversification.
  21. FY2017-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter, and there were no material changes to the business or other risks described in the securities report submitted for the previous fiscal year.」

    The company comprehensively states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  22. FY2017-Q2RestatedAnnual report

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

    The company comprehensively states that there have been no newly arising risks or material changes concerning dependence on overseas and Chinese production bases.
  23. FY2016First statedAnnual report

    「Approximately 60% of the products we handle depend on overseas production bases, of which approximately 50% depend on production bases in China. We therefore believe that diversifying our production bases is essential.」

    The company recognises as a risk its dependence on overseas production bases for approximately 60% of its products, including dependence on Chinese production bases for approximately 50%.
Moved together

"Strengthening Engagement with Major Users" moved the same way as this thread, in the same document, in 5 of its 23 moves.

544433★123456
  1. ★This thread
  2. 1Strengthening Engagement with Major Users5×
  3. 2Policy to grow the meat business into a second core business4×
  4. 3Strong sales of other products, including garlic shrimp4×
  5. 4Investment in Core Business Systems Upgrade and X-Ray Equipment for Detecting Residual Bones4×
  6. 5Foreign-Exchange Fluctuations Associated with Overseas Procurement3×
  7. 6Management Numerical Targets for FY20193×

★ 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
Dairei's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Management planning of 2026-06-16: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.