Takamisawa (5283) · RiskMitigated
Risk of collecting trade receivables due to China’s real estate downturn
First written in FY2025. 1 of 2 entries say "Mitigated", first in FY2026. Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Collection and Transaction Risk Arising from Credit Concerns at Customers and Partner CompaniesA theme 54 companies write about · 54 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 5 of 19 companies on the "Worse" side.
6 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 54 companies compared. The sentences above are computed from all 54.Full recordFilings, disclosures and news, newest first
- FY2026MitigatedAnnual report
「1 April 2026 (deemed transfer date)」
All equity interests in 溜博高見澤混凝土有限公司, which was exposed to the risk of collecting receivables amid the downturn in China’s real estate market, were transferred on 1 April 2026, and the company was excluded from the scope of consolidation. - FY2025First statedAnnual report
「Due to the downturn in China's real estate and construction industries, an increasing number of projects involving customers such as developers have not reached completion and construction has not progressed. Collection of receivables has been significantly delayed, and the collection period is expected to lengthen.」
Against the backdrop of the downturn in China's real estate and construction industries, the Company describes significant delays and prolonged collection periods as a new specific risk. It has recognized an allowance for doubtful accounts of ¥934 million against ¥1,049 million in trade receivables from 溜博高見澤混凝土有限公司.