Komori
Tokushu Tokai Paper (3708) · RiskWorsened

Concentration of sales and receivables among major customers

First written in FY2018. 3 of 6 entries say "Worsened", first in FY2022. Latest entry: FY2026.

6entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018MitigatedFY2023 – FY2024WorsenedFY2025 – FY20262018: 120182019: 020192020: 020202021: 020212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 164 companies write about · 164 as a headwind · 0 as a tailwind

Tokushu Tokai Paper moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2017: 10 of 65 companies on the "Worse" side.

49 other companies' latest entry also says "Worsened".

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 164 companies compared. The sentences above are computed from all 164.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「As of the consolidated fiscal year-end, 49.86% of trade receivables were attributable to a specific major customer.」

    The concentration of trade receivables attributable to a specific major customer rose from 48.5% in the previous fiscal year to 49.86%.
  2. FY2025WorsenedAnnual report

    「As of the consolidated fiscal year-end, 48.5% of trade receivables were attributable to a specific major customer.」

    The concentration of trade receivables attributable to a specific major customer rose from 48.3% in the previous fiscal year to 48.5%.
  3. FY2024MitigatedAnnual report

    「As of the consolidated fiscal year-end, 48.3% of trade receivables were attributable to a specific major customer.」

    The concentration of trade receivables attributable to a specific major customer declined from 50.2% in the previous fiscal year to 48.3%.
  4. FY2023MitigatedAnnual report

    「As of the consolidated fiscal year-end, 50.2% of trade receivables were attributable to a specific major customer.」

    The concentration of trade receivables attributable to a specific major customer declined from 50.7% to 50.2%, but still accounted for approximately half.
  5. FY2022WorsenedAnnual report

    「As of the consolidated fiscal year-end, 50.7% of trade receivables were attributable to a specific major customer.」

    The concentration of trade receivables attributable to a specific major customer rose to 50.7%, from 46.3% in the previous disclosure.
  6. FY2018First statedAnnual report

    「As of the consolidated fiscal year-end, 46.3% of trade receivables were attributable to a specific major customer.」

    A credit and collection exposure arising from 46.3% of trade receivables being concentrated with a specific major customer was threaded for the first time.
Moved together

"Deterioration in 日本東海インダストリアルペーパーサプライ’s Performance and Equity-Method Investment Loss" moved the same way as this thread, in the same document, in 4 of its 6 moves.

433222★123456
  1. ★This thread
  2. 1Deterioration in 日本東海インダストリアルペーパーサプライ’s Performance and Equity-Method Investment Loss4×
  3. 2Strengthening the R&D Organization3×
  4. 3Suspension of Use of Paper Manufacturing Equipment and Impairment3×
  5. 4Raw Material and Fuel Price Volatility2×
  6. 5Monetization of Environmental-Related Businesses2×
  7. 6Reduction in Purchased Electricity and CO2 Emissions through a New Biomass Boiler2×

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