Okamura Foods (2938) · RiskRestated
Dependence on Vietnamese Processing Subcontractors
First written in FY2023. 2 of 3 entries say "Restated". Latest entry: FY2026.
3entries
4years
0from disclosures
How it moved
Same theme, other companies
Diversification of Dependence on Suppliers and Outsourced Service ProvidersA theme 26 companies write about · 22 as a headwind · 6 as a tailwind
The whole theme swung hardest in 2018: 2 of 6 companies on the "Worse" side.
11 other companies' latest entry also says "Restated".
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 26 companies compared. The sentences above are computed from all 26.Full recordFilings, disclosures and news, newest first
- FY2026RestatedAnnual report
「In its overseas processing business, the company depends on Vietnam's Trung Son Group for more than half of its outsourced processing of salmon and mackerel products.」
The company continues to disclose its dependence on Vietnam's Trung Son Group for more than half of its processing operations, as well as its response of expanding its own factories and diversifying processing partners. - FY2024RestatedAnnual report
「In its overseas processing business, the company depends on Vietnam's Trung Son Group for more than half of its outsourced processing of salmon and mackerel products.」
The company continues to disclose its dependence on Vietnam's Trung Son Group for more than half of its processing operations, as well as its response of expanding its own factories and diversifying processing partners. - FY2023First statedAnnual report
「In its overseas processing business, the company depends on Vietnam's Trung Son Group for more than half of its outsourced processing of salmon and mackerel products.」
The company identifies changes in the operations and trading terms of its processing partners as risks that could affect performance and plans to address them by expanding its own factories and diversifying processing partners.