Komori
Ohmoriya (2917) · RiskMitigated

Sales Concentration in 2 Major Customers

First written in FY2020. 4 of 5 entries say "Mitigated", first in FY2022. Latest entry: FY2025.

5entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2020MitigatedFY2022 – FY20252020: 12021: 020212022: 120222023: 120232024: 120242025: 12025
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 2026: 39 of 122 companies on the "Worse" side.

38 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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Moved together

"Continued Research and Development" moved the same way as this thread, in the same document, in 4 of its 5 moves.

433222★123456
  1. ★This thread
  2. 1Continued Research and Development4×
  3. 2Production equipment upgrades and freezer warehouse renovation to improve quality3×
  4. 3Decline in commercial nori sales to existing customers3×
  5. 4Share repurchases through purchases of odd-lot shares2×
  6. 5Covering higher raw material costs through product price increases2×
  7. 6Launching new products and expanding sales of core and existing products2×

★ 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 Ohmoriya yet.
News
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