Komori
grems (3150) · RiskRestated

Intensifying competition as more companies enter the retail electricity business

First written in FY2021. 6 of 7 entries say "Restated". Latest entry: FY2024-Q3.

7entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY2024-Q32021: 320212022: 120222023: 220232024: 12024
Same theme, other companies
Intensifying Competition from the Liberalization of Electricity and Gas RetailingA theme 30 companies write about · 35 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 8 of 21 companies on the "Worse" side.

16 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 30 companies compared. The sentences above are computed from all 30.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    小売電気事業への新規参入拡大による競争激化リスクについて、新たな発生や重要な変更がないと記載している。
  2. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    小売電気事業への新規参入拡大による競争激化リスクについて、新たな発生や重要な変更がないと記載している。
  3. FY2024-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    小売電気事業への新規参入拡大による競争激化リスクについて、新たな発生や重要な変更がないと記載している。
  4. FY2023-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    小売電気事業への新規参入拡大による競争激化リスクについて、新たな発生や重要な変更がないと記載している。
  5. FY2022-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    小売電気事業への新規参入拡大による競争激化リスクについて、新たな発生や重要な変更がないと記載している。
  6. FY2022-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    小売電気事業への新規参入拡大による競争激化リスクについて、新たな発生や重要な変更がないと記載している。
  7. FY2021First statedAnnual report

    「参入障壁は高くないため、新規参入は難しくありません。新規参入者の拡大により競合他社が増加した場合、新規契約の獲得ペースが低下することにより、当社グループの業績等に影響を及ぼす可能性があります。」

    小売電気事業について、参入障壁の低さを背景とする競合他社増加と新規契約獲得ペース低下を独立したリスクとして初めて整理している。
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grems's next results are scheduled for 2026-11-04. Read the earnings preview
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