Komori
No.1 (3562) · RiskSoftened

Risk of dependence on transactions with the Hikari Tsushin Group

First written in FY2017. 2 of 4 entries say "Softened", first in FY2019. Latest entry: FY2020.

4entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2018SoftenedFY2019 – FY20202017: 120172018: 120182019: 120192020: 12020
Same theme, other companies
Concentrated dependence on specific suppliersA theme 99 companies write about · 99 as a headwind · 0 as a tailwind

No.1 moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).

The whole theme swung hardest in 2020: 20 of 62 companies on the "Worse" side.

2 other companies' latest entry also says "Softened".

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 99 companies compared. The sentences above are computed from all 99.
Full recordFilings, disclosures and news, newest first
  1. FY2020SoftenedAnnual report

    「Purchases from 株式会社アイ・イーグループ accounted for 8.4% of total purchases in the fiscal year ended February 2020. In addition, even if the procurement environment for office automation equipment at 株式会社アイ・イーグループ changes for various reasons, we face no restrictions on selecting suppliers other than 株式会社アイ・イーグループ, and therefore plan to continue diversifying our products and suppliers.」

    The proportion of purchases from companies in the 光通信 Group, a major supplier, declined from 9.6% in the previous fiscal year to 8.4%, and the policy of diversifying suppliers was reiterated.
  2. FY2019SoftenedAnnual report

    「Purchases from 株式会社アイ・イーグループ accounted for 9.6% of total purchases in the fiscal year ended February 2019. In addition, even if the procurement environment for office automation equipment at 株式会社アイ・イーグループ changes for various reasons, we face no restrictions on selecting suppliers other than 株式会社アイ・イーグループ, and therefore plan to continue diversifying our products and suppliers.」

    The proportion of purchases from companies in the 光通信 Group, a major supplier, declined from 9.9% in the previous fiscal year to 9.6%, and the policy of diversifying suppliers was reiterated. However, the group remains an important supplier.
  3. FY2018RestatedAnnual report

    「Purchases from 株式会社アイ・イーグループ accounted for 9.9% of total purchases at the end of the 29th fiscal period. / We also plan to continue diversifying our products and suppliers.」

    Regarding dependence on purchases through the 光通信 Group, the company reports a purchase ratio of 9.9% and a policy of diversifying suppliers.
  4. FY2017First statedAnnual report

    「At present, the 光通信 Group is one of our important suppliers, and the proportion of MFP sales through the group in our office consulting business remains high. Accordingly, if transactions with our group are affected by a change in its policies, deterioration in the business relationship for any reason or other factors, this may affect our group’s business and operating results.」

    While also referring to plans to diversify suppliers, the company identifies its dependence on an important supplier as a risk.
Moved together

"Dilution of Per-Share Value Due to Exercise of Stock Acquisition Rights" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222★123
  1. ★This thread
  2. 1Dilution of Per-Share Value Due to Exercise of Stock Acquisition Rights2×
  3. 2Uncertainty over the Outlook Due to Trade Frictions and Geopolitical Risks2×
  4. 3Dependence on Lease Sales and Risk of Changes in Business Partners’ Policies2×

★ 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
No upcoming earnings preview for No.1 yet.
News
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Risk of dependence on transactions with the Hikari Tsushin Group | No.1 Co.,Ltd (3562) | Komori