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J-Max (3422) · RiskRestated

Dependence on Specific External Suppliers for Raw Materials and Components

First written in FY2016. 2 of 5 entries say "Restated". Latest entry: FY2026.

5entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MitigatedFY2020WorsenedFY20242016: 120162017: 120172018: 020182019: 020192020: 120202021: 020212022: 020222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Concentrated dependence on specific suppliersA theme 102 companies write about · 102 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 20 of 63 companies on the "Worse" side.

43 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 102 companies compared. The sentences above are computed from all 102.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Our group’s policy is to procure parts, raw materials and other items from multiple competing suppliers, while also promoting global procurement. The procurement division checks process and inventory management to mitigate supplier-related risks. In addition, the company continues to negotiate with customers to pass higher raw material costs through to selling prices and is working to mitigate the impact on profitability.」

    In addition to multiple suppliers and global procurement, ongoing negotiations to pass higher raw material costs through to selling prices are disclosed as a continuing measure.
  2. FY2024WorsenedAnnual report

    「Our group’s primary products, pressed components, consist mainly of procured materials such as steel. If a continuous supply of the components and materials that make up these products can no longer be secured due to delivery delays by suppliers, deterioration in their financial condition or other factors, or if material and component prices rise sharply due to significant market price fluctuations, this may affect our group’s stable production, financial position, operating performance and cash flows.」

    In addition to the previous dependence on supply from specific suppliers, the company explicitly identified increases in material and component prices caused by market price fluctuations for steel and other materials as a risk. Measures include using multiple suppliers, global procurement and negotiations to pass higher costs through to selling prices.
  3. FY2020MitigatedAnnual report

    「Our group’s policy is to procure parts, raw materials and other items from multiple competing suppliers, while also promoting global procurement.」

    As measures to address the risk of dependence on specific external suppliers, the company explicitly cited procurement from multiple suppliers, global procurement, and checks on external suppliers’ process and inventory management.
  4. FY2017RestatedAnnual report

    「Our group depends on certain suppliers for some parts and raw materials. If a continuous supply from these suppliers can no longer be secured, this may affect our group’s production, financial position, operating performance and cash flows.」

    Dependence on certain suppliers for raw materials and parts, and the risk of supply disruption, continue to be disclosed.
  5. FY2016First statedAnnual report

    「Our group depends on certain suppliers for some parts and raw materials.」

    The company stated that failure to secure a continuous supply could affect production.
Moved together

"Rebuilding Earnings and the Financial Position through the 丸順 Structural Reform Plan" moved the same way as this thread, in the same document, in 2 of its 5 moves.

22222★12345
  1. ★This thread
  2. 1Rebuilding Earnings and the Financial Position through the 丸順 Structural Reform Plan2×
  3. 2Improved profitability and return to profitability for operating profit and ordinary profit2×
  4. 3High Reliance on Borrowings and Rising Borrowing Rates2×
  5. 4Policy of using the operating profit margin as a key management indicator2×
  6. 5Visualization and Restructuring of Business Management Methods and Systemization2×

★ 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.

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Dependence on Specific External Suppliers for Raw Materials and Components | J-MAX Co.,Ltd. (3422) | Komori