Komori
Restar (3156) · RiskMaterialised

Reduction in sales rights due to supplier business reorganizations and sales policies

First written in FY2016. 5 of 8 entries say "Materialised", first in FY2018-Q2. Latest entry: FY2019.

8entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MaterialisedFY2018-Q2MaterialisedFY2019-Q1 – FY20192016: 120162017: 220172018: 320182019: 22019
Same theme, other companies
A Multi-Vendor Product PortfolioA theme 23 companies write about · 21 as a headwind · 3 as a tailwind

Restar moved to the "Worse" side of this theme in 2017, 5 years before the typical company in this theme (2022).

The whole theme swung hardest in 2018: 4 of 18 companies on the "Worse" side.

0 other companies' latest entry also says "Materialised".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2019MaterialisedAnnual report

    「Following the filing for corporate rehabilitation proceedings by Chunghwa Picture Tubes, Ltd., one of the suppliers, the Company recorded ¥93 million in costs for transferring orders to other suppliers.」

    The ¥93 million cost of transferring orders following a supplier's corporate rehabilitation proceedings was incurred, giving concrete form to the supplier business reorganization and sales policy risk.
  2. FY2019-Q3MaterialisedAnnual report

    「In the Semiconductor and Electronic Components business, revenue declined due in part to the termination of sales of Sony semiconductors and electronic components to the Samsung Group. However, the segment profit margin improved as a result of a higher gross profit margin and the recovery or reversal of allowance for doubtful accounts in Hong Kong and Singapore.」

    The reduction in sales rights for a specific customer following the termination of transactions with the supplier continued to be cited as an actual factor behind the decline in revenue.
  3. FY2019-Q2MaterialisedAnnual report

    「In the Semiconductor and Electronic Components business, revenue declined due in part to the termination of sales of Sony semiconductors and electronic components to the Samsung Group. However, the segment profit margin improved as a result of a higher gross profit margin and the recovery or reversal of allowance for doubtful accounts in Hong Kong and Singapore.」

    The reduction in sales rights for a specific customer following the termination of transactions with the supplier was cited as an actual factor behind the decline in revenue.
  4. FY2019-Q1MaterialisedAnnual report

    「In the Semiconductor and Electronic Components business, revenue declined due in part to the termination of sales of Sony semiconductors and electronic components to the Samsung Group. However, the segment profit margin improved as a result of a higher gross profit margin and the recovery or reversal of allowance for doubtful accounts in Hong Kong and Singapore.」

    The reduction in sales rights for a specific customer following the termination of transactions with the supplier was cited as an actual factor behind the decline in revenue.
  5. FY2018RestatedAnnual report

    「If the Group loses or reduces its sales rights as a result of a supplier's business reorganization, including M&A, or changes in its sales channel or territory policies, the Group's performance and financial condition may be affected.」

    The Company reiterates the risk of losing or reducing sales rights as a result of supplier reorganizations or changes in sales policies.
  6. FY2018-Q2MaterialisedAnnual report

    「The sale of Sony semiconductors and electronic components to the Samsung Group by a consolidated subsidiary of the Company was discontinued. Following discussions with Sony Semiconductor Solutions Corporation, the transaction was terminated at the end of December 2017.」

    Following discussions with the supplier, sales to a specific customer were terminated, giving concrete form to the risk of reduced sales rights resulting from changes in the supplier's sales policy.
  7. FY2017RestatedAnnual report

    「If the Group loses or reduces its sales rights as a result of a supplier's business reorganization, including M&A, or changes in its sales channel or territory policies, the Group's performance and financial condition may be affected.」

    The Company reiterates the risk of losing or reducing sales rights as a result of supplier reorganizations or changes in sales policies.
  8. FY2016First statedAnnual report

    「If the Group loses or reduces its sales rights as a result of a supplier's business reorganization, including M&A, or changes in its sales channel or territory policies, the Group's performance and financial condition may be affected.」

    The Company anticipates the loss or reduction of sales rights resulting from supplier reorganizations or changes in channel policies.
Moved together

"Dependence on transactions with Sony Corporation" moved the same way as this thread, in the same document, in 4 of its 8 moves.

432222★123456
  1. ★This thread
  2. 1Dependence on transactions with Sony Corporation4×
  3. 2Demand for customer products, capital investment trends, and seasonality3×
  4. 3Sustained Enhancement of Corporate Value Through Expansion into Growth Areas2×
  5. 4Capturing domestic market growth through the Systems Equipment Business2×
  6. 5Strong Olympic and medical-related businesses and improved losses in the electronic equipment business2×
  7. 6Post-election economic pullback and protectionism risks in the United States2×

★ 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
Restar's next results are scheduled for 2026-11-13. Read the earnings preview
News
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