Dexerials (4980) · RiskRestated
Risk of market-share and earnings pressure from intensifying competition
First written in FY2018. 1 of 3 entries say "Worsened", first in FY2022. Latest entry: FY2026.
3entries
9years
0from disclosures
How it moved
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 602 companies write about · 627 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 29 of 91 companies on the "Worse" side.
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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 627 threads.Full recordFilings, disclosures and news, newest first
- FY2026RestatedAnnual report
「The Group is working to develop products that leverage differentiated technologies and strengthen business competitiveness, taking medium-term technology and price trends into account.」
The company identified technological innovation, the introduction of low-priced products and margin declines caused by price negotiations as high-priority product competitiveness risks, and stated that it would address them through differentiated technologies, improvements to production processes and higher yields. - FY2022WorsenedAnnual report
「In addition, if the effective allocation of human resources does not progress sufficiently, including because of delays in digital transformation (DX) initiatives, the Group's competitiveness could decline relative to its competitors.」
In addition to the existing risk of intensifying competition, the company explicitly stated that delays in DX and in allocating human resources could lead to declining competitiveness. - FY2018First statedAnnual report
「Competition remains severe in the markets where the Group sells its products.」
The company stated that its market share and earnings could be affected by competitors' R&D, production capacity and financial and human-resource competitiveness, as well as customers switching suppliers or reducing orders.