Komori
Himacs (4299) · RiskMitigated

Counterparty Credit Risk

First written in FY2018. 4 of 8 entries say "Mitigated", first in FY2020. Latest entry: FY2026.

8entries
9years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2020 – FY2021WorsenedFY2023 – FY20242018: 120182019: 120192020: 120202021: 120212022: 020222023: 120232024: 120242025: 020252026: 22026
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

Himacs 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: 10 of 65 companies on the "Worse" side.

63 other companies' latest entry also says "Mitigated".

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. FY2026MitigatedAnnual report

    「At the end of the consolidated fiscal year, 25% of trade receivables were attributable to a specific major customer.」

    The concentration of trade receivables with a specific major customer declined from 29% in the previous disclosure to 25%. We continued to manage due dates and balances and monitor credit conditions in accordance with the credit management rules.
  2. 2026-05-22MitigatedGeneral Meetings of Shareholders

    「At the end of the consolidated fiscal year, 25% of trade receivables were attributable to a specific major customer.」

    Disclosed a 25% concentration of trade receivables with a specific major customer, down from 29% previously.
  3. FY2024WorsenedAnnual report

    「At the end of the consolidated fiscal year, 29% of trade receivables were due from a specific major customer.」

    The concentration of trade receivables with a specific major customer rose from 28% in the previous disclosure to 29%. We continued to manage due dates and balances and monitor credit conditions in accordance with the credit management rules.
  4. FY2023WorsenedAnnual report

    「At the end of the consolidated fiscal year, 28% of trade receivables were due from a specific major customer.」

    The concentration of trade receivables with a specific major customer rose from 25% in the previous disclosure to 28%. We continued to manage due dates and balances and monitor credit conditions in accordance with the credit management rules.
  5. FY2021MitigatedAnnual report

    「At the end of the consolidated fiscal year, 25% of trade receivables were attributable to a specific major customer.」

    The concentration of trade receivables with a specific major customer declined from 28% in the previous fiscal year to 25%. We also continued to manage due dates and balances and monitor credit conditions in accordance with the credit management rules.
  6. FY2020MitigatedAnnual report

    「At the end of the consolidated fiscal year, 28% of trade receivables were due from a specific major customer.」

    The concentration of trade receivables with a specific major customer declined from 34% in the previous fiscal year to 28%. We also continued to manage due dates and balances and monitor credit conditions in accordance with the credit management rules.
  7. FY2019WorsenedAnnual report

    「At the end of the consolidated fiscal year, 34% of trade receivables were due from a specific major customer.」

    Disclosed a 34% concentration of trade receivables with a specific major customer, quantifying the concentration of customer credit risk.
  8. FY2018First statedAnnual report

    「Trade receivables are exposed to customers' credit risk. At the end of the consolidated fiscal year, 26% of trade receivables were due from a specific major customer.」

    Described the credit risk associated with customers and the concentration of 26% of trade receivables with a specific major customer.
Moved together

"Risk of unprofitability due to increased development effort, functional improvements and defect repairs" moved the same way as this thread, in the same document, in 5 of its 8 moves.

555333★123456
  1. ★This thread
  2. 1Risk of unprofitability due to increased development effort, functional improvements and defect repairs5×
  3. 2Dependence on Specific Customers for Revenue5×
  4. 3Sales dependence on specific industries, primarily insurance5×
  5. 4Increasing the proportion of transactions in non-financial sectors and with end users3×
  6. 5Expanding from maintenance into long-term, stable order intake and upstream proposals3×
  7. 6Recruitment of New Graduate and Experienced Engineers and Development of Project Talent3×

★ 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 Himacs yet. It last moved in the General Meetings of Shareholders of 2026-05-22: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Counterparty Credit Risk | HIMACS,Ltd. (4299) | Komori