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Ymirlink (4372) · RiskRestated

Risk of Declining Customer IT Investment

First written in FY2022. 5 of 6 entries say "Restated". Latest entry: FY2026-H1.

6entries
4years
0from disclosures
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ProgressHeldSoftenedWorseRestatedFY2022 – FY2026-H12023: 120232024: 220242025: 220252026: 12026
Same theme, other companies

The whole theme swung hardest in 2020: 16 of 36 companies on the "Worse" side.

51 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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    前連結会計年度の有価証券報告書に記載した顧客企業のIT投資減退リスクについて、重要な変更がないと開示している。
  2. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    前連結会計年度の有価証券報告書に記載した事業等のリスクについて、重要な変更がないとの開示が継続している。
  3. FY2024RestatedAnnual report

    「現在は顧客企業のIT関連投資マインドの持続的な上昇を背景として当社事業は順調に拡大しておりますが、今後国内外の政治・経済情勢を背景とした、顧客企業におけるIT関連投資を減退するような環境が発生した場合においては、当社グループの事業及び業績に影響を及ぼす可能性があります。」

    顧客企業のIT関連投資が減退する環境が発生した場合の事業・業績への影響可能性を継続して開示している。
  4. FY2024-H1RestatedAnnual report

    「During the interim accounting period, there were no new business risks or significant changes to the business risks described in the Securities Report for the previous fiscal year.」

    新たな事業等のリスクの発生、または前事業年度の有価証券報告書に記載したリスクの重要な変更はないと開示している。
  5. FY2024-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    前事業年度の有価証券報告書に記載した事業等のリスクについて重要な変更がないと明示しており、顧客企業のIT投資減退リスクの記載内容に重要な変化はない。
  6. FY2022First statedAnnual report

    「If domestic or international political and economic conditions create an environment in which customer companies reduce IT-related investment, this could affect the Company's business and performance.」

    A decline in customer companies' IT-related investment due to domestic or international political and economic conditions is identified as a risk to the business and performance.
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Risk of Declining Customer IT Investment | YMIRLINK,Inc. (4372) | Komori