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Sanyo Industries (5958) · RiskRestated

Counterparty Bankruptcy and Bad-Debt Risk from Declining Construction Demand

First written in FY2016. 24 of 27 entries say "Restated". Latest entry: FY2026.

27entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2020-Q3RestatedFY2021-Q1 – FY20262016: 320162017: 420172018: 320182019: 420192020: 420202021: 220212022: 220222023: 120232024: 320242025: 020252026: 12026
Same theme, other companies
Collection and Transaction Risk Arising from Credit Concerns at Customers and Partner CompaniesA theme 52 companies write about · 52 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 4 of 17 companies on the "Worse" side.

35 other companies' latest entry also says "Restated".

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 52 companies compared. The sentences above are computed from all 52.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「その大半は建築に関わる取引先であり、建築需要の減少による取引先の倒産等が発生した場合に、実際の貸倒れが回収不能見込額として計上した貸倒引当金を大幅に上回り、引当不足となる可能性があります。」

    建築関連取引先への集中に伴う倒産・貸倒れリスクを継続して記載している。与信限度額管理や債権保全策も継続している。
  2. FY2025-H1RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  3. FY2024RestatedAnnual report

    「その大半は建築に関わる取引先であり、建築需要の減少による取引先の倒産等が発生した場合に、実際の貸倒れが回収不能見込額として計上した貸倒引当金を大幅に上回り、引当不足となる可能性があります。」

    建築関連取引先への集中を背景とする倒産・貸倒れリスクを継続して記載している。
  4. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  5. FY2023-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  6. FY2022RestatedAnnual report

    「その大半は建築に関わる取引先であり、建築需要の減少による取引先の倒産等が発生した場合に、実際の貸倒れが回収不能見込額として計上した貸倒引当金を大幅に上回り、引当不足となる可能性があります。」

    建築関連取引先への集中を背景とする倒産・貸倒れリスクを継続して記載している。取引先別の与信限度額管理、見直し、信用悪化時の債権保全策も継続している。
  7. FY2022-Q3RestatedAnnual report

    「No new business or other risks arose during the first nine months of the current consolidated fiscal year. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  8. FY2022-Q2RestatedAnnual report

    「No new business or other risks arose during the first half of the current consolidated fiscal year. In addition, no material changes have occurred in the business and other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  9. FY2021-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  10. FY2021-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  11. FY2021-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the first quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  12. FY2020MitigatedAnnual report

    「こうした状況に対処するため、与信管理規程を定め取引先ごとに与信限度額を設定・管理し、取引の実情に即した限度額となるよう適宜見直しを行うほか、信用悪化の兆候が見られるときは営業責任者と営業統括責任者が協議し債権保全等の対応措置を実施しております。」

    取引先倒産・貸倒れリスクに対し、取引先別の与信限度額管理、限度額の見直し、信用悪化時の協議、債権保全措置を具体的に記載している。
  13. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  14. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the first half of the current consolidated fiscal year. In addition, no material changes have occurred in the business and other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  15. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter of the current consolidated cumulative period. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  16. FY2019RestatedAnnual report

    「Most of these customers are involved in construction, and if customers become insolvent or similar events occur as a result of declining construction demand, the Group’s performance could be affected.」

    建築関連取引先への集中を背景とする倒産・貸倒れリスクを引き続き記載している。与信管理や担保設定等の保全策も継続している。
  17. FY2019-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the third quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  18. FY2019-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  19. FY2019-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the first quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  20. FY2018-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the third quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  21. FY2018-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  22. FY2018-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the first quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  23. FY2017MitigatedAnnual report

    「当該リスクに関しましては、当社グループの「与信管理規程」に従い、常時販売活動を通じて取引先の信用状況を把握し、不良債権の抑止に努めております。また、必要に応じ、不動産への担保設定、保証金の取得など適切な債権保全策を行っております。」

    建築需要減少に伴う取引先倒産・貸倒れリスクに対し、与信管理規程、信用状況の把握、担保設定・保証金取得などの具体的な債権保全策を記載している。
  24. FY2017-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the third quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  25. FY2017-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更はないとしている。
  26. FY2017-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the first quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    建築需要減少に伴う取引先倒産・貸倒れリスクについて、新たな発生や重要な変更は記載されていない。
  27. FY2016First statedAnnual report

    「Most of these customers are involved in construction, and if customers become insolvent or similar events occur as a result of declining construction demand, the Group’s performance could be affected.」

    Because the Group’s customers are concentrated in construction-related businesses, customer insolvency and bad debts arising from declining construction demand are identified as risks.
Moved together

"Strengthening Sales of Growth-Strategy Products Addressing Social Needs" moved the same way as this thread, in the same document, in 2 of its 27 moves.

2222★1234
  1. ★This thread
  2. 1Strengthening Sales of Growth-Strategy Products Addressing Social Needs2×
  3. 2Productivity Improvement, In-House Manufacturing, Cost Reduction and Quality Assurance2×
  4. 3Development and Market Launch of New Environmental, Safety and Seismic-Resistant Products2×
  5. 4Customer-Oriented R&D, Faster Development and Higher Value Added2×

★ 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.

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Counterparty Bankruptcy and Bad-Debt Risk from Declining Construction Demand | SANYO INDUSTRIES,LTD. (5958) | Komori