Komori
Restar (3156) · RiskMaterialised

Dependence on transactions with Sony Corporation

First written in FY2016. 4 of 7 entries say "Materialised", first in FY2018-Q2. Latest entry: FY2019-Q3.

7entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MaterialisedFY2018-Q2MaterialisedFY2019-Q1 – FY2019-Q32016: 120162017: 220172018: 320182019: 12019
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 323 companies write about · 338 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 2022: 26 of 104 companies on the "Worse" side.

6 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 186 companies compared. The sentences above are computed from all 186.Comparing 200 of the theme's 342 threads.
Full recordFilings, disclosures and news, newest first
  1. 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 termination of sales of Sony semiconductors and electronic components to the Samsung Group continued to be reflected in results as a factor behind the decline in revenue for the nine months ended the third quarter.
  2. 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 termination of sales of Sony semiconductors and electronic components to the Samsung Group was reflected in results as a factor behind the decline in revenue for the six months ended the second quarter.
  3. 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 previously decided termination of sales to the Samsung Group was reflected in results as a factor behind the decline in revenue in the Semiconductor and Electronic Components business for the quarter.
  4. FY2018RestatedAnnual report

    「As the Group primarily handles semiconductors and electronic components supplied by Sony Corporation, its major shareholder, it has a high degree of dependence on Sony Corporation and its subsidiaries. Accordingly, changes in Sony Corporation's management policies and other factors may affect the Group's performance.」

    The Group reiterates its dependence on the handling and sale of products to Sony Corporation and its subsidiaries, as well as the possibility that changes in management policy may affect performance.
  5. FY2018-Q2MaterialisedAnnual report

    「The sale of Sony semiconductors and electronic components to the Samsung Group by a consolidated subsidiary of the Company was discontinued. The transaction was terminated at the end of December 2017. Sales from this transaction in the previous consolidated fiscal year were ¥55.0 billion, representing 20.1% of consolidated net sales.」

    The Company discloses that sales of Sony semiconductors and electronic components to a specific customer were scheduled to end at the end of December 2017, and that the transaction had generated ¥55.0 billion in sales in the previous fiscal year, equivalent to 20.1% of consolidated net sales.
  6. FY2017RestatedAnnual report

    「As the Group primarily handles semiconductors and electronic components supplied by Sony Corporation, its major shareholder, it has a high degree of dependence on Sony Corporation and its subsidiaries. Accordingly, changes in Sony Corporation's management policies and other factors may affect the Group's performance.」

    The Group reiterates its dependence on the handling and sale of products to Sony Corporation and its subsidiaries, as well as the possibility that changes in management policy may affect performance.
  7. FY2016First statedAnnual report

    「As the Group primarily handles semiconductors and electronic components supplied by Sony Corporation, its major shareholder, it has a high degree of dependence on Sony Corporation and its subsidiaries. Accordingly, changes in Sony Corporation's management policies and other factors may affect the Group's performance.」

    The Group discloses its high degree of dependence on Sony Corporation, its major shareholder, and its subsidiaries as a factor that may affect performance.
Moved together

"Reduction in sales rights due to supplier business reorganizations and sales policies" moved the same way as this thread, in the same document, in 4 of its 7 moves.

4222★1234
  1. ★This thread
  2. 1Reduction in sales rights due to supplier business reorganizations and sales policies4×
  3. 2Strong Olympic and medical-related businesses and improved losses in the electronic equipment business2×
  4. 3Supply-chain disruption caused by natural disasters and accidents2×
  5. 4Demand for customer products, capital investment trends, and seasonality2×

★ 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
No news is linked to this thread yet. When an article touches it, it will appear here by date.