Komori
Daihatsu Infinearth Mfg. (6023) · Risk中国市場拡大と急変リスクの併存

Dependence on the Chinese Shipbuilding Market and Chinese Licensees

First written in FY2016. 20 of 23 entries say "Restated". Latest entry: FY2026.

23entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20262016: 220162017: 320172018: 420182019: 320192020: 320202021: 220212022: 320222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Decline in Marine Equipment Demand Due to Weak Shipping and Shipbuilding MarketsA theme 15 companies write about · 16 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2020: 6 of 15 companies on the "Worse" side.

0 other companies' latest entry also says "Other".

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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026中国市場拡大と急変リスクの併存Annual report

    「中国の造船所では建造能力を拡大しながら受注を伸ばし、世界シェアを近年急拡大しています。当社機関も納入を伸ばしておりますが、市況の急激な変化による反動により、機関納入が落ち込む可能性があります。」

    中国造船市場で建造能力・受注・世界シェアが拡大し、当社機関の納入も伸長している一方、市況急変による反動減のリスクが明示された。
  2. FY2024中国市場での拡販活動と市場規模の具体化Annual report

    「当社グループにおきましては、市場の動向や多様化するお客様ニーズを分析し、その結果を基にメンテナンス関連の営業活動を強化しております。さらに、中国ライセンシー2社とともに、活況を呈する中国マーケットでのシェア拡大とブランド価値の向上を目指し、積極的な拡販活動を展開しております。」

    中国ライセンシー2社とともに、中国市場でのシェア拡大・ブランド価値向上に向けた拡販活動を積極化していることが記載された。
  3. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  4. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  5. FY2023-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  6. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  7. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  8. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  9. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  10. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  11. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  12. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  13. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  14. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  15. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  16. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  17. FY2018RestatedAnnual report

    「当社グループが最も影響を受ける海運・造船市場の景況は、新興国経済の拡大、殊に中国経済に負うところが大きく、想定外の事情で中国の造船市場が縮小し、中国ライセンシーの機関生産量が急減した場合、中国製ライセンス機関と併せてダイハツブランド機関のシェア拡大を目指す中期構想に齟齬が生じる可能性があります。」

    中国造船市場と中国ライセンシーへの依存が、従来と同じ構造的リスクとして記載されている。
  18. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  19. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存を含む事業等のリスクについて、重要な変更はないと開示されている。
  20. FY2018-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存について、重要な変更はないと開示されている。
  21. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存について、重要な変更はないと開示されている。
  22. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    中国造船市場と中国ライセンシーへの依存について、重要な変更はないと開示されている。
  23. FY2016First statedAnnual report

    「想定外の事情で中国の造船市場が縮小し、中国ライセンシーの機関生産量が急減した場合、中国製ライセンス機関と併せてダイハツブランド機関のシェア拡大を目指す中期構想に齟齬が生じる可能性があります。」

    中国の造船市場縮小や中国ライセンシーの生産量急減が、中期構想に影響する可能性を記載している。
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Daihatsu Infinearth Mfg.'s next results are scheduled for 2026-10-28. Read the earnings preview
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