Komori
Intertrade (3747) · RiskRestated

Healthcare inventory risk from make-to-stock production

First written in FY2016. 16 of 21 entries say "Restated". Latest entry: FY2024.

21entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019-Q3RestatedFY2021-Q2 – FY20242016: 12017: 220172018: 420182019: 420192020: 320202021: 320212022: 120222023: 220232024: 12024
Same theme, other companies
Inventory risk from demand fluctuations and product obsolescenceA theme 78 companies write about · 80 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 22 of 47 companies on the "Worse" side.

16 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 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. FY2024RestatedAnnual report

    「Our Group's healthcare business uses make-to-stock production for certain products. If it makes a significant error in forecasting demand, it may incur inventory risk, which could affect its performance and other results.」

    The company continues to describe demand-forecasting and inventory risks while limiting make-to-stock production to certain products.
  2. FY2023RestatedAnnual report

    「Our Group's healthcare business uses make-to-stock production for certain products. If it makes a significant error in forecasting demand, it may incur inventory risk, which could affect its performance and other results.」

    The company continues to describe demand-forecasting and inventory risks while limiting make-to-stock production to certain products.
  3. FY2023-Q3RestatedAnnual report

    「During the third quarter of the consolidated cumulative period, there were no new business or other risks and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  4. FY2022-Q3RestatedAnnual report

    「During the third quarter of the consolidated cumulative period, there were no new business or other risks and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  5. FY2021RestatedAnnual report

    「Our Group's healthcare business uses make-to-stock production for certain products. If it makes a significant error in forecasting demand, it may incur inventory risk, which could affect its performance and other results.」

    The company continues to describe demand-forecasting and inventory risks while limiting make-to-stock production to certain products.
  6. FY2021-Q3RestatedAnnual report

    「During the third quarter of the consolidated cumulative period, there were no new business or other risks and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  7. FY2021-Q2RestatedAnnual report

    「During the second quarter of the consolidated cumulative period, there were no new business or other risks and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  8. FY2020SoftenedAnnual report

    「Our Group's healthcare business uses make-to-stock production for certain products. If it makes a significant error in forecasting demand, it may incur inventory risk, which could affect its performance and other results.」

    The description now limits the scope of make-to-stock production from the entire healthcare business, as previously stated, to “certain products.” The demand-forecasting and inventory risks themselves continue.
  9. FY2020-Q3RestatedAnnual report

    「During the third quarter of the consolidated cumulative period, there were no significant changes in the financial position, operating results or cash flows. There were also no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  10. FY2020-Q1RestatedAnnual report

    「During the first quarter of the consolidated cumulative period, there were no new business or other risks and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  11. FY2019MaterialisedAnnual report

    「Although gross profit increased as sales of products related to “IT Hanabiratake” expanded, the segment loss improved slightly because inventories were written down after the carrying value of assets related to the healthcare business was reviewed in light of their future recoverability.」

    In connection with the inventory risk from make-to-stock production, inventories were written down again in the current fiscal year based on a review of the recoverability of assets related to the healthcare business.
  12. FY2019-Q3RestatedAnnual report

    「During the third quarter of the consolidated cumulative period, there were no significant changes in the financial position, operating results or cash flows. There were also no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company explains that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  13. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company explains that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  14. FY2019-Q1RestatedAnnual report

    「During the first quarter of the consolidated cumulative period, there were no new business or other risks, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company explains that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  15. FY2018RestatedAnnual report

    「Our Group's healthcare business serves general consumers and therefore uses make-to-stock production. If it makes a significant error in forecasting demand, it may incur inventory risk, which could affect its performance and other results.」

    The company continues to describe demand-forecasting and inventory risks associated with make-to-stock production for general consumers.
  16. FY2018-Q3RestatedAnnual report

    「There have been no material changes in the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company explains that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  17. FY2018-Q2RestatedAnnual report

    「There have been no material changes in the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company explains that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  18. FY2018-Q1RestatedAnnual report

    「There are no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there has been no material change in the healthcare inventory risk arising from make-to-stock production.
  19. FY2017MaterialisedAnnual report

    「The impact of a write-down of inventories in the current consolidated fiscal year because sales of raw materials did not progress as planned at the beginning of the fiscal year」

    Because raw-material sales fell short of plan, the company recognized a ¥117 million write-down of inventories in the current period, and the inventory risk from make-to-stock production materialized.
  20. FY2017-Q3MaterialisedAnnual report

    「The impact of a write-down of raw-material inventories in the third quarter because sales of raw materials did not progress as initially planned」

    The company states that the previously described healthcare inventory risk materialized because raw-material sales fell short of plan and raw-material inventories were actually written down.
  21. FY2016First statedAnnual report

    「Our Group's healthcare business serves general consumers and therefore uses make-to-stock production. If it makes a significant error in forecasting demand, it may incur inventory risk, which could affect its performance and other results.」

    The company describes the inventory risk arising from incorrect demand forecasts because it produces for general consumers on a make-to-stock basis.
Moved together

"Operating loss and negative retained earnings" moved the same way as this thread, in the same document, in 3 of its 21 moves.

3222★1234
  1. ★This thread
  2. 1Operating loss and negative retained earnings3×
  3. 2Healthcare business remains loss-making2×
  4. 3Revenue concentration in the Financial Solutions Business and among customers engaged in dealing operations2×
  5. 4Product integration and monetisation of innovative functions based on Prospect2×

★ 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
Intertrade's next results are scheduled for 2026-11-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.