Komori
Lobtex (5969) · RiskWorsened

Concentration of trade receivables with major customers

First written in FY2018. 3 of 7 entries say "Mitigated", first in FY2019. Latest entry: FY2026.

7entries
9years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseWorsenedFY2020MitigatedFY2022 – FY2024WorsenedFY2025 – FY20262018: 120182019: 120192020: 120202021: 020212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 185 companies write about · 185 as a headwind · 0 as a tailwind

Lobtex moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2017: 15 of 79 companies on the "Worse" side.

57 other companies' latest entry also says "Worsened".

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 185 companies compared. The sentences above are computed from all 185.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「As of the consolidated fiscal year-end, 17.6% of trade receivables were due from certain major customers.」

    The proportion of trade receivables due from certain major customers increased from 14.0% in the previous disclosure to 17.6%.
  2. FY2025WorsenedAnnual report

    「As of the consolidated fiscal year-end, 14.0% of trade receivables were due from certain major customers.」

    The proportion of trade receivables due from certain major customers increased from 11.1% in the previous disclosure to 14.0%.
  3. FY2024MitigatedAnnual report

    「As of the consolidated fiscal year-end, 11.1% of trade receivables were due from certain major customers.」

    The proportion of trade receivables due from certain major customers decreased from 14.8% in the previous disclosure to 11.1%.
  4. FY2022MitigatedAnnual report

    「As of the consolidated fiscal year-end, 14.8% of trade receivables were due from certain major customers.」

    The proportion of trade receivables due from certain major customers decreased from 16.3% in the previous fiscal year to 14.8%.
  5. FY2020WorsenedAnnual report

    「As of the consolidated fiscal year-end, 16.3% of trade receivables were due from certain major customers.」

    The proportion of trade receivables due from certain major customers increased from 16.2% in the previous fiscal year to 16.3%.
  6. FY2019MitigatedAnnual report

    「As of the consolidated fiscal year-end, 16.2% of trade receivables were due from certain major customers.」

    The proportion of trade receivables due from certain major customers decreased from 18.6% in the previous fiscal year to 16.2%.
  7. FY2018First statedAnnual report

    「As of the consolidated fiscal year-end, 18.6% of trade receivables were due from certain major customers.」

    The Company disclosed that 18.6% of trade receivables were concentrated among certain major customers.
Moved together

"Inventory valuation losses" moved the same way as this thread, in the same document, in 6 of its 7 moves.

654433★123456
  1. ★This thread
  2. 1Inventory valuation losses6×
  3. 2Capital expenditure to expand production facilities and enhance golf practice facility equipment5×
  4. 3Increase in Net Assets Due to Growth in Retained Earnings4×
  5. 4Concentration of Sales Among Major Customers4×
  6. 5Decrease in Cash Flow from Operating Activities3×
  7. 6Lower revenue and profit in the Metal Products Business3×

★ 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
Lobtex's next results are scheduled for 2026-11-10. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.