Jenoba (5570) · RiskDropped
Competition concerns arising from the entry of a major mobile carrier
First written in FY2023-Q2. 1 of 2 entries say "Dropped", first in FY2023-Q3. Latest entry: FY2023-Q3.
2entries
1years
0from disclosures
How it moved
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 614 companies write about · 640 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 29 of 92 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 640 threads.Full recordFilings, disclosures and news, newest first
- FY2023-Q3DroppedAnnual report
「During the cumulative period through the third quarter, there were no new business or other risks, nor any material changes to the business and other risks described in the securities registration statement.」
The main text for this quarter does not mention any specific concern regarding the entry of major mobile carriers and states that there have been no material changes to the risks. This is not an explicit withdrawal; the specific description has simply been removed. - FY2023-Q2First statedAnnual report
「There are concerns, including the entry of major mobile carriers,」
Identifies the entry of major mobile carriers into the ICT civil engineering and IT agriculture fields as a competitive concern.