Komori
Tokai Senko K.K. (3577) · RiskSecond-Half Concentration Eases

Seasonal fluctuations in dyeing and finishing and sewn-product sales

First written in FY2016. 5 of 9 entries say "Materialised", first in FY2017. Latest entry: FY2026.

9entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017 – FY2019RestatedFY2020MaterialisedFY2022 – FY20232016: 120162017: 120172018: 020182019: 120192020: 120202021: 020212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Second-half performance weighting with no identified causeA theme 12 companies write about · 12 as a headwind · 0 as a tailwind

Tokai Senko K.K. moved to the "Worse" side of this theme in 2017, 7 years before the typical company in this theme (2024).

The whole theme swung hardest in 2017: 2 of 8 companies on the "Worse" side.

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

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026Second-Half Concentration EasesAnnual report

    「Fiscal year ending March 2026: First half ¥6,634 million (48.1%), second half ¥7,150 million (51.9%)」

    Second-half sales accounted for 51.9%, so seasonality continued, but the concentration in the second half eased from 53.4% in the previous fiscal year.
  2. FY2025MaterialisedAnnual report

    「Fiscal year ending March 2025: First half ¥6,691 million (46.6%), second half ¥7,656 million (53.4%)」

    In the fiscal year ended March 2025 as well, 53.4% of sales were concentrated in the second half, an increase from 51.1% in the previous fiscal year. Seasonal variation was confirmed in the results.
  3. FY2024Seasonality continues, but second-half concentration easesAnnual report

    「Fiscal year ended March 2024: Sales, first half ¥6,465 million (48.9%), second half ¥6,750 million (51.1%)」

    In the fiscal year ended March 2024 as well, second-half sales accounted for 51.1% and seasonality continued, but the concentration in the second half eased from 53.3% in the previous fiscal year.
  4. FY2023MaterialisedAnnual report

    「Sales were ¥6,094 million (46.7%) in the first half and ¥6,963 million (53.3%) in the second half.」

    In the fiscal year ended March 2023 as well, second-half sales accounted for 53.3%, confirming the seasonal variation in the results.
  5. FY2022MaterialisedAnnual report

    「For the fiscal year ended March 2022, sales were ¥5,151 million (46.2%) in the first half and ¥5,992 million (53.8%) in the second half.」

    In the fiscal year as well, 53.8% of sales were concentrated in the second half, confirming in the results the seasonal variation of higher sales in the second half, which is centered on spring and summer.
  6. FY2020RestatedAnnual report

    「For the fiscal year ended March 2020, sales were ¥6,742 million (48.1%) in the first half and ¥7,268 million (51.9%) in the second half, while operating profit was ¥258 million (41.7%) in the first half and ¥360 million (58.3%) in the second half.」

    Seasonality, with sales and operating profit concentrated in the second half, was again confirmed for the fiscal year ended March 2020, although the concentration was less pronounced than in the previous fiscal year.
  7. FY2019MaterialisedAnnual report

    「Fiscal year ended March 2019: Sales, first half 47.7%, second half 52.3%; operating profit, first half 35.8%, second half 64.2%」

    In the fiscal year ended March 2019 as well, the seasonal variation, with sales and operating profit concentrated in the second half, was reflected in the results.
  8. FY2017MaterialisedAnnual report

    「For the fiscal year ended March 2017, sales were ¥7,628 million (48.2%) in the first half and ¥8,198 million (51.8%) in the second half, while operating profit was ¥401 million (34.9%) in the first half and ¥748 million (65.1%) in the second half.」

    The seasonal variation, with sales and operating profit concentrated in the second half, was reflected in the results for the fiscal year.
  9. FY2016First statedAnnual report

    「The performance of our group tends to be stronger in the second half, which is centered on spring and summer, than in the first half, which is centered on autumn and winter.」

    For the fiscal year ended March 2016, sales were 49.0% in the first half and 51.0% in the second half, while operating profit was 33.6% in the first half and 66.4% in the second half, quantifying the seasonal concentration.
Moved together

"Expansion of Sewn-Product Sales Leveraging Production in Indonesia and Bangladesh" moved the same way as this thread, in the same document, in 4 of its 9 moves.

433222★123456
  1. ★This thread
  2. 1Expansion of Sewn-Product Sales Leveraging Production in Indonesia and Bangladesh4×
  3. 2Raw Material and Business Performance Risks from Rising Heavy Fuel Oil Prices3×
  4. 3Higher Freight Rates Due to Labor Shortages3×
  5. 4Securing a profit in the warehousing business amid declining business volume in domestic dyeing and processing2×
  6. 5Concerns About U.S. Protectionist Policies and Intensifying Trade Frictions2×
  7. 6Quality Improvement and Engineer Dispatches for Existing Customers in Thailand2×

★ 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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