Komori
Banners (3011) · RiskRestated

Dependence on the performance of business partners, including automakers and tenants

First written in FY2016. 14 of 26 entries say "Restated". Latest entry: FY2026-H1.

26entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q3MaterialisedFY2020 – FY2023RestatedFY2024-Q2 – FY2026-H12016: 320162017: 420172018: 320182019: 220192020: 220202021: 320212022: 420222023: 420232024: 020242025: 12025
Same theme, other companies
Impact of Deteriorating Customer Performance on Results and Financial ConditionA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

Banners moved to the "Worse" side of this theme in 2020.

7 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in its dependence on the performance of business partners, including automakers and tenants.
  2. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in its dependence on the performance of business partners, including automakers and tenants.
  3. FY2024-Q1MitigatedAnnual report

    「Although the extended delivery times caused by semiconductor shortages have gradually improved for some vehicle models, there is still no prospect of improvement for popular models. The company has therefore continued to thoroughly explain delivery schedules and work to prevent order cancellations.」

    Extended delivery times caused by semiconductor shortages gradually improved for some vehicle models. However, there was still no prospect of improvement for popular models, so the company continued to thoroughly explain delivery schedules and prevent order cancellations.
  4. FY2023MaterialisedAnnual report

    「This fiscal year as well, the impact of COVID-19 and semiconductor shortages has continued to leave customers waiting for extended periods for vehicles they have purchased. Some customers canceled their orders during the period, but the company has kept cancellations to a minimum by thoroughly explaining delivery conditions during business negotiations.」

    Extended delivery times caused by semiconductor shortages at manufacturers have continued, and order cancellations have actually occurred. The company states that it has worked to keep cancellations to a minimum by thoroughly explaining the situation during business negotiations.
  5. FY2023-Q3MaterialisedAnnual report

    「However, shortages of components required to produce new vehicles have still not been resolved, and delivery times have lengthened for multiple vehicle models. The company therefore worked to contact customers and make various proposals, using advertising through the internet and social media as an entry point, while also focusing on cutting expenses.」

    Continuing shortages of components from manufacturers and others and extended delivery times affecting multiple vehicle models have had an actual impact on automotive sales activities.
  6. FY2023-Q2MaterialisedAnnual report

    「However, shortages of components required to produce new vehicles have still not been resolved, and extended delivery times have affected multiple vehicle models.」

    Shortages of components and extended delivery times affecting multiple vehicle models have continued, and the risk of dependence on manufacturers' production and supply conditions continues to affect actual sales activities.
  7. FY2023-Q1MaterialisedAnnual report

    「Although delivery times remained considerably longer because the global spread of the infection disrupted component supplies, the company responded flexibly to requests to cancel orders because of delivery delays and provided loaner vehicles when inspections of trade-in vehicles had expired, tailoring its response to each case.」

    Delivery delays caused by disruptions in component supplies continued to occur, affecting actual sales activities through the need to respond to requests to cancel orders and provide loaner vehicles.
  8. FY2022MaterialisedAnnual report

    「Difficult conditions continued, including delays by manufacturers in delivering vehicles ordered because the global spread of the infection disrupted component supplies. As requests to cancel orders because of delays in new-vehicle deliveries and requests for loaner vehicles because inspections of trade-in vehicles had expired became more common, careful explanations and responses at dealerships became increasingly important, and the company responded accordingly.」

    Continuing delays in new-vehicle delivery caused by disruptions in manufacturers' component supplies have affected sales operations in the form of requests to cancel orders and requests for loaner vehicles.
  9. FY2022-Q3MaterialisedAnnual report

    「Delivery delays caused by component shortages have not improved, and sales of new and used vehicles remain challenging.」

    Delivery delays caused by shortages of components from manufacturers and others continue to affect actual sales activities.
  10. FY2022-Q2MaterialisedAnnual report

    「Although the COVID-19 pandemic showed no signs of ending and vehicle deliveries were delayed because of shortages of semiconductors and other components, sales exceeded both the same period of the previous year and the immediately preceding quarter despite the difficult conditions.」

    Delivery delays actually occurred because of shortages of semiconductors and other components, and the risk of dependence on manufacturers' production and supply conditions continues to materialize.
  11. FY2022-Q1MaterialisedAnnual report

    「As working from home increased and demand for consumer semiconductors rose, shortages of automotive semiconductors affected the production of new vehicles and car navigation systems. Although the company has been securing contracts by carefully explaining delivery schedules and other conditions during business negotiations, some orders received during the first quarter of the current consolidated cumulative period could not be delivered on time, and this did not lead to a recovery in sales.」

    In the automotive sales business, shortages of automotive semiconductors at manufacturers actually affected the production and delivery of new vehicles and other products. The risk of dependence on business partners' production conditions has materialized.
  12. FY2021MaterialisedAnnual report

    「The impact of COVID-19 on the real estate leasing business has been limited to requests for rent reductions from some tenants and has been minor.」

    The company states that the impact of COVID-19 on tenants' operating conditions actually materialized in the form of requests for rent reductions from some tenants.
  13. FY2020WorsenedAnnual report

    「In the income-producing real estate market, the shortage of suitable investment opportunities has continued because prices are high and yields are low. Although this situation is expected to continue for some time, the deterioration in tenants' operating conditions resulting from the COVID-19 pandemic could force the company to respond to temporary requests for rent reductions.」

    In addition to the existing dependence on the performance of business partners and tenants, the company has specified the deterioration in tenants' operating conditions caused by COVID-19 and the possibility of temporary requests for rent reductions.
  14. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in its dependence on the performance of business partners, including automakers and tenants.
  15. FY2019RestatedAnnual report

    「The Group's automotive sales business is affected by manufacturers' production conditions, while its real estate leasing business is affected by the performance of tenant companies. Accordingly, the performance of business partners could affect the Group's operating results and financial condition.」

    The company continues to identify dependence on the condition of business partners, including automakers and tenants, as a risk.
  16. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in its dependence on the performance of business partners, including automakers and tenants.
  17. FY2019-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in its dependence on the performance of business partners, including automakers and tenants.
  18. FY2018RestatedAnnual report

    「The Group's automotive sales business is affected by manufacturers' production conditions, while its real estate leasing business is affected by the performance of tenant companies. Accordingly, the performance of business partners could affect the Group's operating results and financial condition.」

    The company continues to identify dependence on the condition of business partners, including automakers and tenants, as a risk.
  19. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in its dependence on the performance of business partners, including automakers and tenants.
  20. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in its dependence on the performance of business partners, including automakers and tenants.
  21. FY2018-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in its dependence on the performance of business partners, including automakers and tenants.
  22. FY2017RestatedAnnual report

    「The Group's automotive sales business is affected by manufacturers' production conditions, while its real estate leasing business is affected by the performance of tenant companies. Accordingly, the performance of business partners could affect the Group's operating results and financial condition.」

    The company continues to identify dependence on the condition of business partners, including automakers and tenants, as a risk.
  23. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in its dependence on the performance of business partners, including automakers and tenants.
  24. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in its dependence on the performance of business partners, including automakers and tenants.
  25. FY2017-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in the risk of dependence on business partners, including automakers and tenants.
  26. FY2016First statedAnnual report

    「The Group's automotive sales business is affected by manufacturers' production conditions, while its real estate leasing business is affected by the performance of tenant companies.」

    The company states that manufacturers' production conditions and the performance of tenant companies could affect the Group's operating results and financial condition.
Moved together

"Exposure to domestic economic conditions, overseas economies and foreign exchange fluctuations" moved the same way as this thread, in the same document, in 6 of its 26 moves.

655332★123456
  1. ★This thread
  2. 1Exposure to domestic economic conditions, overseas economies and foreign exchange fluctuations6×
  3. 2Improving profitability by reducing selling, general and administrative expenses5×
  4. 3Impact of COVID-19 on Business Operations and Performance5×
  5. 4Strengthening the competitiveness and profitability of the automotive sales business3×
  6. 5Improving customer responsiveness and the service structure in the musical instrument sales business3×
  7. 6Shareholder returns targeting a dividend payout ratio of at least 50% and a total payout ratio of 100%2×

★ 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
Banners's next results are scheduled for 2026-11-12. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.