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Global Communication Planning (4073) · RiskRestated

Concentration of Payment Terminal Suppliers

First written in FY2021. 3 of 7 entries say "Restated". Latest entry: 2026-09-18.

7entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021WorsenedFY2022 – FY2023MitigatedFY2024RestatedFY2025 – 2026-09-182021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Concentrated dependence on specific suppliersA theme 99 companies write about · 99 as a headwind · 0 as a tailwind

Global Communication Planning moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2020: 20 of 62 companies on the "Worse" side.

41 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 99 companies compared. The sentences above are computed from all 99.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-18RestatedManagement plan

    「新たな仕入先としてNewland Payment Technology社と販売店契約を締結し、複数メーカーと契約を締結することで仕入れルートの分散化を図っております。」

    Castles Technology社への依存に対するNewland Payment Technology社との取引及び仕入れルート分散を再確認している。
  2. FY2026RestatedAnnual report

    「We have also entered into a sales agency agreement with Newland Payment Technology as a new supplier and are diversifying procurement routes by entering into agreements with multiple manufacturers.」

    The company continues to diversify procurement routes among multiple manufacturers, including Newland Payment Technology, to reduce its dependence on Castles Technology for payment terminal procurement.
  3. FY2025RestatedAnnual report

    「In addition, we entered into a distributor agreement with Newland Payment Technology as a new supplier and are diversifying our procurement routes by entering into agreements with multiple manufacturers.」

    It continues to diversify procurement routes through multiple manufacturers, including Newland Payment Technology, to reduce dependence on Castles Technology for payment terminals.
  4. FY2024MitigatedAnnual report

    「In addition, we entered into a distributor agreement with Newland Payment Technology as a new supplier and are diversifying our procurement routes by entering into agreements with multiple manufacturers.」

    To address the risk of dependence on Castles Technology for most payment terminals, the Company is increasing the number of suppliers and diversifying procurement routes through a distributor agreement with Newland Payment Technology.
  5. FY2023WorsenedAnnual report

    「As many of the supplier's factories are located in China and Taiwan, disruptions to procurement caused by political or social unrest, new legal regulations or restrictions, natural disasters, conflicts, foreign exchange conditions, higher resource prices or higher purchase prices resulting from semiconductor shortages in the countries where the factories are located could affect our financial position and operating results.」

    In addition to concentration on a specific supplier, the factors have been expanded to include procurement and pricing risks arising from political and social conditions, regulations, disasters, conflicts, foreign exchange, resource prices and semiconductor shortages.
  6. FY2022WorsenedAnnual report

    「As many of the supplier's factories are located in China and Taiwan, disruptions to procurement caused by political or social unrest, new legal regulations or restrictions, natural disasters, conflicts or other events in the countries where the factories are located could affect our financial position and operating results.」

    In addition to concentration on Castles Technology as a supplier, it explicitly identifies procurement risks arising from the political and social conditions, regulations, natural disasters and conflicts in the countries where its factories are located.
  7. FY2021First statedAnnual report

    「We procure most of our payment terminals from Castles Technology.」

    It indicates that most of the main terminals are procured from a single company, creating the potential for an impact on performance if procurement becomes difficult.
Moved together

"Development of a business continuity infrastructure, including a BCP/DR center" moved the same way as this thread, in the same document, in 2 of its 7 moves.

22222★12345
  1. ★This thread
  2. 1Development of a business continuity infrastructure, including a BCP/DR center2×
  3. 2Share Value Dilution from the Exercise of Stock Acquisition Rights2×
  4. 3Uncertainty in the Global Economy Due to US-China Tensions and Other Factors2×
  5. 4Continuation of Operating Losses and Request for Financial Support2×
  6. 5Impact of COVID-19 on Business and Markets2×

★ 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 Global Communication Planning yet. It last moved in the Management plan of 2026-09-18: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Concentration of Payment Terminal Suppliers | Global Communication Planning Co.,Ltd. (4073) | Komori