Komori
Havix (3895) · RiskWorsened

Intensifying Competition from Domestic and Overseas Rivals and Erosion of Product Advantages

First written in FY2016. 5 of 10 entries say "Restated". Latest entry: 2026-11-09.

10entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20222016: 120162017: 120172018: 120182019: 120192020: 020202021: 120212022: 120222023: 020232024: 020242025: 120252026: 32026
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 610 companies write about · 635 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 29 of 92 companies on the "Worse" side.

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 635 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「If competitors sell products at lower prices, or if the Group is unable to maintain the superiority of its products due to the emergence of new competing manufacturers or inexpensive Chinese-made products, this could affect the Group's financial position and operating results.」

    In terms of competitive risk, the emergence of inexpensive Chinese-made products has been identified in addition to low-price sales and new competing manufacturers.
  2. FY2026-H1WorsenedAnnual report

    「Rising food ingredient prices and soaring labour costs due to labour shortages have increased the cost-consciousness of food-service operators, prompting a shift to inexpensive Chinese-made disposable products. As a result, expanding sales of the Group's products and revising prices remain challenging.」

    In the competitive environment, the shift to inexpensive Chinese-made products is progressing in the food-service industry, making it difficult to expand sales of the Group's products and revise prices.
  3. FY2022RestatedAnnual report

    「The Group continuously monitors market trends and works to gather information promptly, while striving to improve its competitiveness in product quality, cost and other areas. It is also developing products with enhanced functionality and will pursue differentiation from other companies.」

    In response to the challenging competitive environment, the Group continues to gather market information, improve its competitiveness in quality and cost, and differentiate itself through functional products.
  4. FY2021RestatedAnnual report

    「The Group continuously monitors market trends and works to gather information promptly, while striving to improve its competitiveness in product quality, cost and other areas. It is also developing products with enhanced functionality and will pursue differentiation from other companies.」

    The response policy to a challenging competitive environment, competitiveness in quality and cost, and differentiation through functional products has been reconfirmed.
  5. FY2019RestatedAnnual report

    「The Group operates in a challenging competitive environment both in Japan and overseas. Although the Group is working to improve its competitiveness in product quality, cost and other areas, if competitors sell products at lower prices or the Group is unable to maintain the superiority of its products due to the emergence of new competing manufacturers, this could affect the Group's financial position and operating results.」

    The risk of declining product superiority due to intensifying domestic and overseas competition, low-price sales and the emergence of new competing manufacturers has been reconfirmed.
  6. FY2018RestatedAnnual report

    「The Group operates in a challenging competitive environment both in Japan and overseas. Although the Group is working to improve its competitiveness in product quality, cost and other areas, if competitors sell products at lower prices or the Group is unable to maintain the superiority of its products due to the emergence of new competing manufacturers, this could affect the Group's financial position and operating results.」

    The risk of declining product superiority due to intensifying domestic and overseas competition, low-price sales and the emergence of new competing manufacturers has been reconfirmed.
  7. FY2017RestatedAnnual report

    「The Group operates in a challenging competitive environment both in Japan and overseas. Although the Group is working to improve its competitiveness in product quality, cost and other areas, if competitors sell products at lower prices or the Group is unable to maintain the superiority of its products due to the emergence of new competing manufacturers, this could affect the Group's financial position and operating results.」

    The risk of declining product superiority due to intensifying domestic and overseas competition, low-price sales and the emergence of new competing manufacturers has been reconfirmed.
  8. FY2016First statedAnnual report

    「The Group operates in a challenging competitive environment both in Japan and overseas. Although the Group is working to improve its competitiveness in product quality, cost and other areas, if competitors sell products at lower prices or the Group is unable to maintain the superiority of its products due to the emergence of new competing manufacturers, this could affect the Group's financial position and operating results.」

    Low-price sales by competitors and the emergence of new competing manufacturers have been identified as specific factors.
Moved together

"Risk of fluctuations in pulp and fuel prices and foreign exchange rates" moved the same way as this thread, in the same document, in 4 of its 10 moves.

44322★12345
  1. ★This thread
  2. 1Risk of fluctuations in pulp and fuel prices and foreign exchange rates4×
  3. 2Foodservice Industry Market Remains Firm Even After Inbound Demand Eases4×
  4. 3Selling price revisions in response to rising raw material prices3×
  5. 4Impairment of assets due to weak demand in the paper-related business and higher raw material and fuel costs2×
  6. 5Instability in Overseas Political and Economic Conditions and Heightened Geopolitical Risks2×

★ 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
Havix's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Results of 2026-11-09: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Intensifying Competition from Domestic and Overseas Rivals and Erosion of Product Advantages | HAVIX CORPORATION (3895) | Komori