Komori
Ips (4390) · RiskMitigated

Dependence on Specific Suppliers for International Communications Lines

First written in FY2018. 1 of 4 entries say "Restated". Latest entry: FY2025.

4entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2018 – FY20202018: 120182019: 120192020: 120202021: 020212022: 020222023: 020232024: 020242025: 12025
Same theme, other companies
Concentrated dependence on specific suppliersA theme 102 companies write about · 102 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 20 of 63 companies on the "Worse" side.

19 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 102 companies compared. The sentences above are computed from all 102.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「Dependence on specific suppliers has decreased compared with the past as a result of procuring C2C lines connecting the Philippines and Hong Kong and the Philippines and Singapore, but」

    The company explicitly states that procuring C2C lines has reduced its dependence on specific suppliers of international telecommunications lines compared with the past. The risks associated with dependence on 4 suppliers, including supply suspension, delays and price increases, continue.
  2. FY2020Reorganised supplier structure to 4 companiesAnnual report

    「The suppliers are ① Telstra International Limited (Hong Kong), ② Telekom Malaysia Berhad (Malaysia), ③ PLDT, Inc. (the Philippines) and ④ Globe Telecom, Inc. (the Philippines), for a total of 4 companies.」

    The company now describes its international telecommunications line suppliers as 4 companies instead of the previous 3, including PLDT. The risks of supply suspension, delays, defects, discontinuation of maintenance services and price increases continue.
  3. FY2019RestatedAnnual report

    「The suppliers are Telstra Corporation Limited (Australia), Telekom Malaysia Berhad (Malaysia) and Globe Telecom, Inc. (the Philippines), for a total of 3 companies.」

    The company reiterates the structure of procuring international telecommunications lines from 3 companies and the risks of supply suspension, delays, defects, price increases and discontinuation of maintenance services.
  4. FY2018First statedAnnual report

    「The suppliers are Telstra Corporation Limited (Australia), Telekom Malaysia Berhad (Malaysia) and Globe Telecom, Inc. (the Philippines), for a total of 3 companies.」

    The company depends on 3 companies for IRUs and leased lines, with risks including supply suspension, delays, defects, price increases and discontinuation of maintenance services.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Ips yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.