Komori
Optorun (6235) · RiskMitigated

Concentration of Sales and Production in China

First written in FY2017. 17 of 23 entries say "Restated". Latest entry: FY2024.

23entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2018-Q3RestatedFY2021-Q1 – FY2022-Q1RestatedFY2023-Q1 – FY2024-H12018: 320182019: 420192020: 420202021: 420212022: 220222023: 320232024: 220242025: 1
Same theme, other companies
High dependence on overseas sales, overseas production, and the Chinese marketA theme 19 companies write about · 17 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2017: 3 of 10 companies on the "Worse" side.

2 other companies' latest entry also says "Mitigated".

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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. FY2024MitigatedAnnual report

    「日本 823,821 中国 21,527,167 台湾 6,627,581 ベトナム 2,881,124 韓国 115,758 その他 430,384 合計 32,405,837」

    中国向け売上高は21,527百万円で、連結売上高に占める割合は約66.4%となった。前年度の約70.5%から中国売上集中度が低下したが、中国は依然として最大の地域である。
  2. FY2024-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  3. FY2024-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  4. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  5. FY2023-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  6. FY2022MitigatedAnnual report

    「当社グループは、2022年12月期における地域別の連結売上高の79%を中国が占めております。」

    中国の売上高比率は前年度の83%から79%へ低下し、売上地域の中国集中度が緩和した。ただし中国は引き続き重要な販売・生産地域である。
  7. FY2022-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  8. FY2021RestatedAnnual report

    「当社グループは、2021年12月期における地域別の連結売上高の83%を中国が占めております。」

    中国の売上高比率は前年度と同じ83%で、売上地域の中国集中が継続している。
  9. FY2021-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  10. FY2021-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  11. FY2021-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  12. FY2020MitigatedAnnual report

    「当社グループは、2020年12月期における地域別の連結売上高の83%を中国が占めております。」

    中国の売上高比率は前年度の91%から83%へ低下し、売上地域の中国集中度が緩和した。
  13. FY2020-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  14. FY2020-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  15. FY2020-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  16. FY2019WorsenedAnnual report

    「当社グループは、2019年12月期における地域別の連結売上高の91%を中国が占めております。」

    中国の売上高比率が前年度の87%から91%へ上昇し、売上地域の中国集中度が高まった。
  17. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  18. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  19. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更がないとされた。
  20. FY2018MitigatedAnnual report

    「当社グループは、2018年12月期における地域別の連結売上高の87%を中国が占めております。」

    中国の売上高比率は前年度の90%から87%に低下した。ただし、中国は引き続き主要な販売・生産地域である。
  21. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更はないとされた。
  22. FY2018-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    中国への売上・生産地域集中に関する既存リスクについて、重要な変更はないとされた。
  23. FY2017First statedAnnual report

    「China accounted for 90% of our group's consolidated sales by geographic region for the fiscal year ended December 2017.」

    Changes in China's economic, political, legal and social conditions, together with the concentration of major production facilities there, are identified as risks.
Moved together

"Quality and Product Liability Risks Associated with Complex Equipment Manufacturing" moved the same way as this thread, in the same document, in 3 of its 23 moves.

333222★123456
  1. ★This thread
  2. 1Quality and Product Liability Risks Associated with Complex Equipment Manufacturing3×
  3. 2Sharing Value with Directors and Executive Officers through Restricted Stock Compensation3×
  4. 3Development of New Sputtering Equipment and Next-Generation Deposition Equipment3×
  5. 4Strengthening a Global Network of Customer-Centric Sites2×
  6. 5Pushing the Boundaries of Optical Thin-Film Technology and Becoming a World-Class Technology-Driven Company2×
  7. 6Expanding into High-Growth IoT-Related Markets2×

★ 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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Concentration of Sales and Production in China | OPTORUN CO.,LTD. (6235) | Komori