Gamecard Holdings (6249) · FactDisclosure of the reversal of banknote redesign-related demand
Increased Demand for Banknote Validators and Standard Units Following the July 2024 Banknote Redesign
First written in FY2025-H1. . Latest entry: FY2026-H1.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Earnings Pullback Following the End of Special Demand from Institutional Changes such as New Banknotes and CoinsA theme 8 companies write about · 5 as a headwind · 2 as a tailwind
The whole theme swung hardest in 2025: 2 of 6 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.
Full recordFilings, disclosures and news, newest first
- FY2026-H1Disclosure of the reversal of banknote redesign-related demandAnnual report
「In the gaming industry, the business environment became increasingly challenging because of higher personnel expenses and increased capital investment in gaming machines and other equipment, in addition to the反動 from the previous year’s banknote redesign measures, while」
The document states that the current interim period saw a reversal of the demand related to the July 2024 banknote redesign, which had contributed to higher sales in the previous fiscal year. - FY2025-H1First statedAnnual report
「Although sales increased due in part to demand related to the July 2024 banknote redesign, operating income declined slightly because sales of banknote validators and standard units, which have low profit margins, increased.」
While demand for banknote validators, standard units and other products related to the July 2024 banknote redesign actually contributed to the increase in sales, higher sales of low-margin products contributed to the slight decline in operating income.