Komori
Moresco (5018) · RiskMitigated

Dependence on sales to 松村石油

First written in FY2017. 3 of 7 entries say "Worsened", first in FY2019. Latest entry: FY2026.

7entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017WorsenedFY2019 – FY2020MitigatedFY2021 – FY2022WorsenedFY20242017: 120172018: 020182019: 120192020: 120202021: 120212022: 120222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 92 companies write about · 92 as a headwind · 0 as a tailwind

Moresco moved to the "Worse" side of this theme in 2019, 5 years before the typical company in this theme (2024).

The whole theme swung hardest in 2025: 22 of 69 companies on the "Worse" side.

21 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 92 companies compared. The sentences above are computed from all 92.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「松村石油株式会社 5,127 14.7」

    Sales to 松村石油 were ¥5,127 million, accounting for 14.7% of sales, down from 14.9% in the previous fiscal year.
  2. FY2024WorsenedAnnual report

    「松村石油株式会社 5,124 16.1」

    Sales to 松村石油 were ¥5,124 million, accounting for 16.1% of sales, up from 15.9% in the previous fiscal year.
  3. FY2022MitigatedAnnual report

    「松村石油株式会社 4,354 15.9」

    Sales to 松村石油 were ¥4,354 million, accounting for 15.9% of sales, down from 16.9% in the previous fiscal year.
  4. FY2021MitigatedAnnual report

    「松村石油株式会社 4,139 16.9」

    Sales to 松村石油 were ¥4,139 million, accounting for 16.9% of sales, down from 18.6% in the previous fiscal year.
  5. FY2020WorsenedAnnual report

    「Sales to the company as a percentage of the Group's total sales in the most recent two fiscal periods were 18.1% (¥5,222 million) in the fiscal year ended February 2019 and 18.6% (¥5,025 million) in the fiscal year ended February 2020.」

    Dependence on sales to 松村石油 increased from 18.1% to 18.6%, with sales reaching ¥5,025 million in the fiscal year ended February 2020.
  6. FY2019WorsenedAnnual report

    「Sales to the company as a percentage of the Group's total sales in the most recent two fiscal periods were 16.8% (¥4,686 million) in the fiscal year ended February 2018 and 18.1% (¥5,222 million) in the fiscal year ended February 2019.」

    Dependence on sales to 松村石油 increased from 16.8% to 18.1%, with sales reaching ¥5,222 million.
  7. FY2017First statedAnnual report

    「Sales to the company account for a high proportion of the Group's total sales, and changes in the business relationship with the company may affect the Group's operating results. Fiscal year ended February 2017: 16.5% (¥4,412 million)」

    Sales to 松村石油, a major shareholder, accounted for 16.5% of sales in the fiscal year ended February 2017, or ¥4,412 million, and the Company disclosed for the first time that changes in the business relationship could affect operating results.
Moved together

"Slowing Economic Growth in China and Southeast Asia and Uncertainty About the Outlook" moved the same way as this thread, in the same document, in 5 of its 7 moves.

543322★123456
  1. ★This thread
  2. 1Slowing Economic Growth in China and Southeast Asia and Uncertainty About the Outlook5×
  3. 2Capturing demand in the North American market and Mexico4×
  4. 3Developing the Southeast Asian Market and Capturing Demand in Neighboring Countries3×
  5. 4Improving Quality, Production Efficiency and Costs and Strengthening the Global Production Structure3×
  6. 5Sluggish sales of synthetic lubricating oil for high-temperature applications due to lower hard disk drive production2×
  7. 6Dividend Policy of Returning Profits While Securing Retained Earnings2×

★ 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 Moresco yet.
News
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Dependence on sales to 松村石油 | MORESCO Corporation (5018) | Komori