Komori
Neojapan (3921) · RiskLower receivables following changes in a major customer’s collection terms

Concentration of Trade Receivables among Large Customers

First written in FY2020. 5 of 8 entries say "Worsened", first in FY2021. Latest entry: FY2027-H1.

8entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020WorsenedFY2021MitigatedFY2022WorsenedFY2023 – FY20262020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 182 companies write about · 182 as a headwind · 0 as a tailwind

Neojapan moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).

The whole theme swung hardest in 2017: 15 of 79 companies on the "Worse" side.

13 other companies' latest entry also says "Other".

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 182 companies compared. The sentences above are computed from all 182.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Lower receivables following changes in a major customer’s collection termsAnnual report

    「Accounts receivable and contract assets decreased by ¥266.451 million, mainly due to revised collection terms for one major customer.」

    Accounts receivable and contract assets decreased by ¥266.451 million, mainly due to revised collection terms for one major customer.
  2. FY2026WorsenedAnnual report

    「As of the consolidated fiscal year-end, 35% of trade receivables were attributable to one major customer.」

    The concentration ratio of trade receivables in major customers increased from 32% in the previous fiscal year to 35%.
  3. FY2025WorsenedAnnual report

    「As of the consolidated fiscal year-end, 33% of trade receivables were attributable to one major customer.」

    The concentration ratio of trade receivables in major customers increased from 32% in the previous fiscal year to 33%.
  4. FY2024WorsenedAnnual report

    「As of the consolidated fiscal year-end, 32% of trade receivables were attributable to one major customer.」

    The concentration of trade receivables increased from 1 major customer and 31% in the previous fiscal year to the same 1 customer and 32%.
  5. FY2023WorsenedAnnual report

    「As of the consolidated fiscal year-end, 31% of trade receivables were attributable to one major customer.」

    The concentration of trade receivables increased from 1 major customer and 26% in the previous fiscal year to 1 major customer and 31%.
  6. FY2022MitigatedAnnual report

    「As of the consolidated fiscal year-end, 26% of trade receivables were attributable to one major customer.」

    The concentration of trade receivables changed from 2 major customers and 32% in the previous fiscal year to 1 major customer and 26%.
  7. FY2021WorsenedAnnual report

    「As of the consolidated fiscal year-end, 32% of trade receivables were attributable to 2 major customers.」

    The concentration of trade receivables changed from 1 major customer and 25% in the previous fiscal year to 2 major customers and 32%.
  8. FY2020First statedAnnual report

    「As of the consolidated fiscal year-end, 25% of trade receivables were due from 1 large customer.」

    Identifies the concentration of 25% of trade receivables with 1 large customer as a concentration of credit risk.
Moved together

"Fluctuations in the Value of Securities and Investment Securities" moved the same way as this thread, in the same document, in 3 of its 8 moves.

322222★123456
  1. ★This thread
  2. 1Fluctuations in the Value of Securities and Investment Securities3×
  3. 2Expansion of the Cloud Services Market2×
  4. 3Economic Instability, Yen Appreciation and Share Price Volatility2×
  5. 4No Subsidiaries; Single Software Business Segment2×
  6. 5Entry into Southeast Asian Markets through a Malaysian Joint Venture2×
  7. 6Ensuring Fairness and Transparency through Outside Officers and the Audit & Supervisory Board2×

★ 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 Neojapan yet.
News
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