Komori
GMO Pepabo (3633) · RiskRestated

Risk of investee companies missing plans and synergies not being realized

First written in FY2016. 13 of 17 entries say "Restated". Latest entry: FY2025.

17entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q3RestatedFY2020-Q1 – FY2022-Q1RestatedFY2024-Q1 – FY20252017: 320172018: 420182019: 220192020: 220202021: 120212022: 120222023: 120232024: 220242025: 020252026: 1
Same theme, other companies

GMO Pepabo moved to the "Worse" side of this theme in 2023, 2 years after the typical company in this theme (2021).

The whole theme swung hardest in 2020: 30 of 88 companies on the "Worse" side.

89 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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 204 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「投資先企業の事業が計画どおり進捗しない場合、また、想定した事業シナジー効果が得られない場合等は、当社グループの事業及び業績に影響を与える可能性があります。」

    投資先の計画未達・シナジー未実現による影響リスクを継続している。
  2. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    投資先の計画未達・シナジー未実現リスクについて重要な変更はない旨を記載している。
  3. FY2023MaterialisedAnnual report

    「During the consolidated fiscal year, the Company recorded an impairment loss of ¥29.999 million on securities, all of which comprised shares classified as other securities.」

    投資先の計画未達・シナジー未実現等に関連する投資リスクが、株式29,999千円の減損処理として通期業績に現れた。
  4. FY2022MaterialisedAnnual report

    「当連結会計年度において、有価証券について5,999千円(その他有価証券の株式5,999千円)減損処理を行っております。」

    投資先の計画未達・シナジー未実現等に関する既存リスクに関連し、当連結会計年度に有価証券5,999千円の減損処理を行った。
  5. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    投資先の計画未達・シナジー未実現リスクについて、重要な変更はないと記載している。
  6. FY2021-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    投資先の計画未達・シナジー未実現リスクについて、重要な変更はないと記載している。
  7. FY2020-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    投資先の計画未達・シナジー未実現リスクについて、重要な変更はないと記載している。
  8. FY2019MaterialisedAnnual report

    「有価証券について11,000千円(その他有価証券で時価評価されていない非上場株式11,000千円)減損処理しております。」

    投資先の計画未達・シナジー未実現等に関するリスクに関連し、非上場株式11,000千円の減損処理を行った。
  9. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    投資先の計画未達・シナジー未実現リスクについて、重要な変更はないと記載している。
  10. FY2018RestatedAnnual report

    「投資先企業の事業が計画どおり進捗しない場合、また、想定した事業シナジー効果が得られない場合等は、当社の事業及び業績に影響を与える可能性があります。」

    投資先の計画未達・シナジー未実現リスクを引き続き記載している。
  11. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no newly arising business risks. There were also no material changes in the business risks described in the securities report for the previous fiscal year.」

    投資先の計画未達・シナジー未実現リスクについて、重要な変更はないと記載している。
  12. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no newly arising business risks. There were also no material changes in the business risks described in the securities report for the previous fiscal year.」

    投資先の計画未達・シナジー未実現リスクについて、重要な変更はないと記載している。
  13. FY2018-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business risks. There were also no material changes in the business risks described in the securities report for the previous fiscal year.」

    投資先の計画未達・シナジー未実現リスクについて、重要な変更はないと記載している。
  14. FY2017RestatedAnnual report

    「投資先企業の事業が計画どおり進捗しない場合、また、想定した事業シナジー効果が得られない場合等は、当社の事業及び業績に影響を与える可能性があります。」

    投資先の計画未達・シナジー未実現リスクを引き続き記載している。
  15. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no newly arising business risks. There were also no material changes in the business risks described in the securities report for the previous fiscal year.」

    投資先の計画未達・シナジー未実現リスクについて、重要な変更はないと記載している。
  16. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no newly arising business risks. There were also no material changes in the business risks described in the securities report for the previous fiscal year.」

    投資先の計画未達・シナジー未実現リスクについて、重要な変更はないと記載している。
  17. FY2016First statedAnnual report

    「投資先企業の事業が計画どおり進捗しない場合、また、想定した事業シナジー効果が得られない場合等は、当社グループの事業及び業績に影響を与える可能性があります。」

    事業シナジーを期待したインターネット関連企業への投資について、回収不能や計画未達の可能性を示している。
Moved together

"Additional Investment in New Services and New Businesses and Delayed Monetization" moved the same way as this thread, in the same document, in 3 of its 17 moves.

33★12
  1. ★This thread
  2. 1Additional Investment in New Services and New Businesses and Delayed Monetization3×
  3. 2Securing Diverse Talent and Strengthening the Corporate Structure3×

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