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Sun A.Kaken (4234) · RiskRestated

Inflows of Overseas Products and Declining Domestic Demand

First written in FY2016. 11 of 18 entries say "Restated". Latest entry: 2026-06-09.

18entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q2MaterialisedFY2018-Q3RestatedFY2019 – FY20222016: 320162017: 220172018: 120182019: 120192020: 120202021: 120212022: 220222023: 220232024: 120242025: 220252026: 22026
Same theme, other companies

Sun A.Kaken moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「Revenue from paper and fabric laminates declined, dragged down by weaker demand for packaging tape, which was affected by sluggish shipments and the influx of low-priced fabric tape from overseas.」

    The influx of low-priced fabric tape from overseas continues to reduce revenue by lowering demand for packaging tape.
  2. FY2025Impact of imports diverged by product applicationAnnual report

    「Orders for paper and fabric laminates for kraft tape substrates increased, reflecting higher prices for imported OPP tape and the shift toward decarbonization. Meanwhile, orders for fabric tape substrates declined due to the influx of low-priced products from overseas.」

    While imports continue to reduce orders for fabric tape substrates, orders for kraft tape substrates increased due to higher import prices and the shift toward decarbonization.
  3. FY2025-H1MitigatedAnnual report

    「Demand for paper and fabric laminates for adhesive tape applications, which had declined due to sluggish shipments and the influx of overseas-made tape, has recently shown signs of a modest recovery. Orders from the Group also remained on a recovery trend, resulting in higher revenue.」

    Demand for adhesive tape applications, which had declined due to the influx of overseas-made tape and other factors, showed signs of recovery, and the company's orders also began to recover. The impact of imports was partially mitigated during the period.
  4. FY2024-Q2MaterialisedAnnual report

    「Orders for laminate products for paper and fabric declined because demand for packaging tape fell amid weak consumption due to higher prices, while sales volumes at domestic tape manufacturers declined due to the inflow of imported tape.」

    The influx of overseas-made tape is affecting the company in practice through lower orders for its paper and fabric laminates, following a decline in sales volumes at domestic tape manufacturers.
  5. FY2023RestatedAnnual report

    「Erosion of the domestic market due to the inflow of imported products is also progressing, while customers’ requirements for price and quality are becoming increasingly stringent.」

    Domestic market erosion caused by imports and increasingly stringent customer requirements for price and quality continue.
  6. FY2023-Q1MitigatedAnnual report

    「In addition, as import prices for overseas-made adhesive tape have risen due to higher raw material costs and the weaker yen, demand for domestically made products has increased, and orders have remained strong.」

    Demand for domestically made products increased as import prices for overseas-made adhesive tape rose, partially mitigating the impact of domestic market erosion caused by imports in this product category.
  7. FY2022RestatedAnnual report

    「Erosion of the domestic market due to the inflow of imported products is also progressing, while customers’ requirements for price and quality are becoming increasingly stringent.」

    The operating environment for industrial materials continues to be characterized by domestic market erosion caused by imports and increasingly stringent customer requirements for price and quality.
  8. FY2021RestatedAnnual report

    「Erosion of the domestic market due to the inflow of imported products is also progressing, while customers’ requirements for price and quality are becoming increasingly stringent.」

    Erosion of the domestic market due to the inflow of imported products and increasingly stringent price and quality requirements continue to be cited as operating-environment factors for Industrial Materials.
  9. FY2020RestatedAnnual report

    「Erosion of the domestic market due to the inflow of imported products is also progressing, while customers’ requirements for price and quality are becoming increasingly stringent.」

    Erosion of the domestic market due to the inflow of imported products and increasingly stringent price and quality requirements are continuing.
  10. FY2019RestatedAnnual report

    「Erosion of the domestic market due to the inflow of imported products is also progressing, while customers’ requirements for price and quality are becoming increasingly stringent.」

    Erosion of the domestic market due to the inflow of imported products and increasingly stringent price and quality requirements continue to be cited as operating-environment factors.
  11. FY2018-Q3MaterialisedAnnual report

    「For laminate products for paper and fabric used as tape substrates and for other applications, demand for packaging tape was expected to expand as parcel deliveries increased, but shipments by domestic tape manufacturers remained sluggish due to increased imports. The Company’s orders were also weak as a result, leading to lower revenue.」

    The sluggishness in domestic shipments caused by increased imports was directly linked to weak orders and lower revenue for the Company, according to the disclosure.
  12. FY2018-Q2RestatedAnnual report

    「For laminate products for paper and fabric used as tape substrates and for other applications, logistics, particularly parcel deliveries, continued to increase, but domestic production of packaging tape remained capped, partly due to the inflow of imported products.」

    Despite the increase in logistics activity, domestic production of packaging tape has continued to remain capped due to the inflow of imported products.
  13. FY2017-Q3RestatedAnnual report

    「For release paper, the automotive-related field was relatively strong, but building-materials-related and other fields were generally weak. Orders from domestic users declined partly due to the impact of erosion of the domestic market by imported double-sided tape.」

    Erosion of the domestic market by imported products continues to be cited as a factor behind lower orders from domestic users.
  14. FY2017-Q2RestatedAnnual report

    「For release paper, the automotive-related field remained relatively strong with a certain level of orders, but orders in general-purpose applications declined due to erosion of the domestic market by imported double-sided tape and inventory adjustments by some users.」

    Erosion of the domestic market by imported products and users’ inventory adjustments continue to be cited as factors behind lower orders.
  15. FY2017-Q1RestatedAnnual report

    「For release paper, a certain level of orders was secured in automotive-related applications, but sales declined in general-purpose applications due to erosion of the domestic market by imported double-sided tape and inventory adjustments by some users.」

    Erosion of the domestic market by imported products continued to be cited, with users’ inventory adjustments also contributing to the decline in sales.
  16. FY2016First statedAnnual report

    「For laminate products for paper and fabric used as tape substrates and for other applications, the domestic tape market was partly eroded by the inflow of inexpensive imported tape, which also indirectly affected the Company.」

    The disclosure identifies the erosion of the domestic market caused by the inflow of inexpensive imported products as a factor affecting the current period.
Moved together

"Improving the Operating Rate of Stand-Up Pouch-Making Machines and Expanding Sales of Related Products" moved the same way as this thread, in the same document, in 4 of its 18 moves.

443322★123456
  1. ★This thread
  2. 1Improving the Operating Rate of Stand-Up Pouch-Making Machines and Expanding Sales of Related Products4×
  3. 2Sluggish growth in orders from existing customers4×
  4. 3Strengthening Cost Competitiveness through the Streamlining of Raw Materials, Manufacturing Processes and Inventory3×
  5. 4Changes in Orders Driven by Slower Smartphone Market Growth and Technological Innovation3×
  6. 5Rebuilding the Industrial Materials Production System Centered on Kakegawa Factory WEST2×
  7. 6Expanding sales of industrial materials and moving away from a low-profit structure2×

★ 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 Sun A.Kaken yet. It last moved in the Financial Results Presentation of 2026-06-09: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Inflows of Overseas Products and Declining Domestic Demand | Sun A.Kaken Company,Limited (4234) | Komori