Komori
Awa Paper & Technological Company (3896) · RiskWorsened

Intensifying Price Competition from Competitors and New Entrants

First written in FY2016. 6 of 12 entries say "Worsened", first in FY2017-Q3. Latest entry: 2026-05-28.

12entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2019WorsenedFY2022 – 2026-05-282016: 120162017: 220172018: 320182019: 220192020: 020202021: 020212022: 120222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 as a headwind · 0 as a tailwind

Awa Paper & Technological Company moved to the "Worse" side of this theme in 2017, 6 years before the typical company in this theme (2023).

The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.

27 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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 607 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-28WorsenedBusiness Plan

    「Falling market prices due to intensifying competition; insufficient price pass-through」

    Intensifying competition materialized as falling market prices and insufficient price pass-through, becoming specific factors behind the shortfall in operating income.
  2. FY2024WorsenedAnnual report

    「In terms of sales, sales growth stalled due to the downturn in the Chinese economy and aggressive moves by Chinese companies, while the market launch of new products was also delayed.」

    In addition to the downturn in the Chinese economy, aggressive moves by Chinese companies emerged in actual results as sluggish sales, making the severity of the competitive environment more concrete.
  3. FY2023WorsenedAnnual report

    「For water-treatment-related materials, demand has remained firm, particularly in Asia and the Middle East, and intense competition is expected to continue.」

    The company explicitly states that, although demand for water treatment is firm, intense competition is expected to continue.
  4. FY2022WorsenedAnnual report

    「For water-treatment-related materials, demand has remained firm, particularly in Asia and the Middle East, while intense competition is expected to continue.」

    The company explicitly states that, although demand in the water-treatment market is firm, intense competition is expected to continue.
  5. FY2019RestatedAnnual report

    「Under these circumstances, intensified price competition with competitors and new entrants could affect the performance of the Group.」

    The risk of price competition from competitors and new entrants in the automotive-related and water-treatment-related markets continues.
  6. FY2019-Q3RestatedAnnual report

    「In addition, in the water-treatment-related market, demand for water purifiers and industrial applications has remained strong, while companies have entered the market one after another in China, the largest market, and intense competition has continued.」

    The company states that companies have entered China's water-treatment-related market one after another and that intense competition continues. This is a continued disclosure of the existing risk of intensifying competition.
  7. FY2019-Q2RestatedAnnual report

    「In addition, in the water-treatment-related market, demand for water purifiers and industrial applications has remained strong, while companies have entered the market one after another in Asia, intensifying competition.」

    The company states that the number of new entrants in the Asian water-treatment-related market has increased and competition has intensified. This is consistent with the statement that there have been no material changes within the scope of the existing risk of intensifying competition.
  8. FY2019-Q1RestatedAnnual report

    「In addition, in the water-treatment-related market, demand for water purifiers and industrial applications has remained firm, while emerging companies in South Korea and China have expanded and competition has intensified.」

    The company continues to note the growth of emerging companies in South Korea and China and intensifying competition in the water-treatment-related market.
  9. FY2018WorsenedAnnual report

    「In the water-treatment-related market, demand for water purifiers and industrial applications has remained firm, while emerging companies in South Korea and China have expanded and competition has intensified.」

    The company explicitly notes that the growth of emerging companies in South Korea and China has intensified competition in the water-treatment-related market.
  10. FY2018-Q2RestatedAnnual report

    「In the Group's related water-treatment market, demand has remained firm owing to a recovery in industrial demand and responses to replacement demand, while emerging companies in South Korea and China have expanded.」

    The company notes the growth of emerging companies in South Korea and China in the water-treatment market. However, it states that there have been no material changes to business or other risks.
  11. FY2017-Q3WorsenedAnnual report

    「Amid intensifying price competition in China, the company had been exploring streamlining measures, including deciding to scale back its operations there from last year. It has decided to dissolve its joint venture, 滁州市国豊阿波濾材有限公司, in Anhui Province, China, in order to transfer all manufacturing and sales operations in the Chinese market to the joint venture.」

    The company explicitly identifies intensifying price competition in China, indicating that the existing risks of competition and price competition have intensified in conjunction with a specific business reorganization.
  12. FY2016First statedAnnual report

    「Under these circumstances, intensified price competition with competitors and new entrants could affect the performance of the Group.」

    Existing competitors and new entrants are cited as risks in both the automotive-related materials and water-treatment-related materials businesses.
Moved together

"Difficulties Procuring Overseas Raw Materials and Rising Crude Oil and Energy Prices" moved the same way as this thread, in the same document, in 5 of its 12 moves.

533222★123456
  1. ★This thread
  2. 1Difficulties Procuring Overseas Raw Materials and Rising Crude Oil and Energy Prices5×
  3. 2Declining Demand for Core Products as Electric and Fuel-Cell Vehicles Become More Widespread3×
  4. 3Declining Profitability of Fixed Assets and the Risk of Impairment Losses3×
  5. 4Dependence on Interest-Bearing Debt and Funding and Interest-Rate Risk2×
  6. 5Risk of Lower Demand Due to Economic Slowdowns in China and Emerging Markets2×
  7. 6Sales Concentration and Credit Risk Relating to Specific Customers2×

★ 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 Awa Paper & Technological Company yet. It last moved in the Business Plan of 2026-05-28: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Intensifying Price Competition from Competitors and New Entrants | AWA PAPER & TECHNOLOGICAL COMPANY,Inc. (3896) | Komori