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Japan Material (6055) · RiskRestated

Dependence on the Electronics-Related Business and Semiconductor Market

First written in FY2018. 17 of 23 entries say "Restated". Latest entry: FY2026.

23entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – FY2022-Q3MitigatedFY20242018: 220182019: 420192020: 420202021: 220212022: 320222023: 420232024: 220242025: 120252026: 12026
Same theme, other companies
Dependence on capital expenditure trends in the electronics and biological sectorsA theme 20 companies write about · 18 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2018: 7 of 17 companies on the "Worse" side.

7 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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The Group's principal business is its electronics-related business, which accounted for 96.7% of consolidated net sales for the fiscal year ended March 2026.」

    Revenue dependence on the electronics-related business was 96.7%, slightly up from 96.6% in the previous fiscal year. The risk of demand fluctuations driven by capital investment trends at semiconductor and LCD-related plants also continues.
  2. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new major risks or significant changes to the business risks described in the annual securities report that management recognized as potentially having a material effect on the financial position, operating results, or cash flows of the consolidated companies, among the matters concerning business conditions and financial matters described in this Semiannual Report.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  3. FY2024MitigatedAnnual report

    「The Group's principal business is its electronics-related business, which accounted for 96.6% of consolidated net sales for the fiscal year ended March 2024.」

    Revenue dependence on the electronics-related business edged down from 96.7% in the previous fiscal year to 96.6%, but remained high.
  4. FY2024-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 management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  5. 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 management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  6. FY2024-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  7. FY2023WorsenedAnnual report

    「The Group's principal business is its electronics-related business, which accounted for 96.7% of consolidated net sales for the fiscal year ended March 2023. In particular, the semiconductor market is subject to substantial short-term swings between favorable and unfavorable conditions, and sharp imbalances between supply and demand may arise when demand expands or contracts, resulting in significant market fluctuations in prices and other factors.」

    Revenue dependence on the electronics-related business increased from 96.2% in the previous fiscal year to 96.7%, bringing dependence on the semiconductor market to an even higher level.
  8. FY2023-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 management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  9. FY2023-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  10. FY2022WorsenedAnnual report

    「The Group's principal business is its electronics-related business, which accounted for 96.2% of consolidated net sales for the fiscal year ended March 2022. In particular, the semiconductor market is subject to substantial short-term swings between favorable and unfavorable conditions, and sharp imbalances between supply and demand may arise when demand expands or contracts, resulting in significant market fluctuations in prices and other factors.」

    Revenue dependence on the electronics-related business increased from 95.3% in the previous fiscal year to 96.2%, indicating greater dependence on the semiconductor market.
  11. 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 management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  12. 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 management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  13. 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 management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  14. 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 management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  15. FY2021-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material changes in the risk arising from dependence on the electronics-related business and semiconductor market.
  16. FY2020MitigatedAnnual report

    「The Group's principal business is its electronics-related business, which accounted for 95.3% of consolidated net sales for the fiscal year ended March 2020.」

    Revenue dependence on the electronics-related business declined from 95.7% in the previous disclosure to 95.3%. However, the company continues to indicate a high dependence on its principal business and risks from fluctuations in demand driven by capital investment trends at semiconductor and LCD plants.
  17. 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.」

    The company expressly stated that there had been no material changes in its business and other risks, and did not indicate any specific change in the risk arising from dependence on the electronics-related business and semiconductor market.
  18. 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.」

    The company expressly stated that there had been no material changes in its business and other risks, and did not indicate any specific change in the risk arising from dependence on the electronics-related business and semiconductor market.
  19. 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.」

    The company stated that there had been no material changes in its business and other risks, and did not indicate any specific change in the risk arising from dependence on the electronics-related business and semiconductor market.
  20. FY2019WorsenedAnnual report

    「The Group's principal business is its electronics-related business, which accounted for 95.7% of consolidated net sales for the fiscal year ended March 2019. In particular, the semiconductor market is subject to substantial short-term swings between favorable and unfavorable conditions, and sharp imbalances between supply and demand may arise when demand expands or contracts, resulting in significant market fluctuations in prices and other factors.」

    Revenue dependence on the electronics-related business increased from 95.0% in the previous disclosure to 95.7%, continuing to indicate risks from fluctuations in demand and prices in the semiconductor market.
  21. 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.」

    The Company expressly states that there have been no material changes to business and other risks, and no specific changes in the risk arising from dependence on the electronics-related business and semiconductor market are indicated.
  22. 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.」

    The Company expressly states that there have been no material changes to business and other risks, and no specific changes in the risk arising from dependence on the electronics-related business and semiconductor market are indicated.
  23. FY2018First statedAnnual report

    「The Group's principal business is its electronics-related business, which accounted for 95.0% of consolidated revenue in the fiscal year ended March 2018. In particular, the semiconductor market is subject to substantial short-term cyclical fluctuations, and sharp imbalances between demand and supply can arise when demand expands or contracts, resulting in significant market fluctuations in prices and other factors.」

    The Company disclosed that the electronics-related business accounts for 95.0% of consolidated revenue and that market fluctuations in the semiconductor industry and demand fluctuations resulting from customer capital investment could affect business performance and financial condition.
Moved together

"Concentration of Credit Risk Relating to Trade Receivables and Major Customers" moved the same way as this thread, in the same document, in 3 of its 23 moves.

32222★12345
  1. ★This thread
  2. 1Concentration of Credit Risk Relating to Trade Receivables and Major Customers3×
  3. 2Establishment of New Head Office Functions and Electronics-Related Manufacturing Facilities2×
  4. 3Increase in Employee Headcount Accompanying Expansion of Electronics-Related Business2×
  5. 4Dependence on specific business partners2×
  6. 5Market Price Fluctuations and Valuation Losses on Investment Securities2×

★ 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
No upcoming earnings preview for Japan Material yet.
News
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Dependence on the Electronics-Related Business and Semiconductor Market | JAPAN MATERIAL Co.,Ltd. (6055) | Komori