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Awa Paper & Technological Company (3896) · RiskWorsened

Sales Concentration and Credit Risk Relating to Specific Customers

First written in FY2016. 3 of 9 entries say "Worsened", first in FY2022. Latest entry: FY2026.

9entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseOtherFY2016 – FY2021WorsenedFY2022 – FY2023MitigatedFY2024 – FY20252016: 120162017: 020172018: 120182019: 120192020: 020202021: 120212022: 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

Awa Paper & Technological Company moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).

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

    「株式会社サンコー 4,523,573 26.4 6,383,407 34.5」

    The share of sales to 株式会社サンコー increased from 26.4% to 34.5%, increasing concentration in a specific customer.
  2. FY2025MitigatedAnnual report

    「株式会社サンコー 4,265,831 26.5 4,523,573 26.4 旭洋株式会社 2,202,898 12.9」

    The share of sales to 株式会社サンコー fell slightly from 26.5% to 26.4%, while 旭洋株式会社 was disclosed as a major customer with a 12.9% share. Customer concentration eased slightly, but dependence on specific customers remains.
  3. FY2024MitigatedAnnual report

    「株式会社サンコー 4,805,521 27.8 4,265,831 26.5」

    The share of sales to the major customer 株式会社サンコー fell from 27.8% to 26.5%, slightly easing concentration, although it remains a major customer.
  4. FY2023WorsenedAnnual report

    「株式会社サンコー 3,833,611 25.5 4,805,521 27.8」

    The share of sales to the major customer 株式会社サンコー increased from 25.5% to 27.8%, further increasing customer concentration.
  5. FY2022WorsenedAnnual report

    「株式会社サンコー 3,833,611 25.5」

    Sales to the major customer 株式会社サンコー increased from 22.3% of sales in the previous fiscal year to 25.5%, increasing customer concentration.
  6. FY2021Changes in the Composition of Major CustomersAnnual report

    「株式会社サンコー 2,797,788 22.3 株式会社ダイナックス 996,345 7.9 オザックス株式会社 806,189 6.4」

    The major customers' shares of sales for the current fiscal year were 22.3% for 株式会社サンコー, 7.9% for 株式会社ダイナックス and 6.4% for オザックス. Concentration in 株式会社サンコー increased from the previous fiscal year, while オザックス's share declined.
  7. FY2019Changes in the Composition of Major CustomersAnnual report

    「オザックス株式会社 3,122,306 19.3 株式会社サンコー 2,742,088 17.0 株式会社ダイナックス 1,683,093 10.4」

    The major customers' shares of sales were 19.3% for オザックス, 17.0% for 株式会社サンコー and 10.4% for 株式会社ダイナックス.
  8. FY2018Changes in the Composition of Major CustomersAnnual report

    「オザックス株式会社 3,071,371 19.1 株式会社サンコー 2,417,945 15.0 株式会社ダイナックス 1,966,345 12.2」

    オザックス's share of sales fell from 31.0% in the previous fiscal year to 19.1%, while 株式会社サンコー was newly listed as a major customer with a 15.0% share.
  9. FY2016First statedAnnual report

    「Sales to オザックス株式会社 account for 32.9% of the Group's total sales. Although the Group believes it has built a favourable business relationship with the company over many years, if transactions with the company can no longer continue for any reason, or if trade receivables from the company are delayed or become uncollectible for any reason, this could affect the Group's performance.」

    Sales to オザックス account for 32.9%, and the continuation of transactions and collection of trade receivables are identified as risks.
Moved together

"Developing Environmentally Responsible Functional Materials and Contributing to Water-Resource Conservation" moved the same way as this thread, in the same document, in 3 of its 9 moves.

333322★123456
  1. ★This thread
  2. 1Developing Environmentally Responsible Functional Materials and Contributing to Water-Resource Conservation3×
  3. 2Difficulties Procuring Overseas Raw Materials and Rising Crude Oil and Energy Prices3×
  4. 3Declining Demand for Core Products as Electric and Fuel-Cell Vehicles Become More Widespread3×
  5. 4Doubling Production Capacity for RO-Membrane Supports through Construction of the New Komatsushima Plant3×
  6. 5Expanding the Business Scope and Strengthening the Supply Structure for Water-Treatment Materials2×
  7. 6Developing New Markets and Expanding the Business Scope2×

★ 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
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Sales Concentration and Credit Risk Relating to Specific Customers | AWA PAPER & TECHNOLOGICAL COMPANY,Inc. (3896) | Komori