Komori
Shibuya (6340) · RiskRestated

Risk arising from the performance and policy changes of OEM customers for medical equipment

First written in FY2020. 2 of 4 entries say "Mitigated", first in FY2021. Latest entry: FY2023.

4entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020MitigatedFY2021 – FY20222020: 120202021: 120212022: 120222023: 12023
Same theme, other companies
Dependence on Sales to Sales and OEM PartnersA theme 34 companies write about · 33 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 4 of 15 companies on the "Worse" side.

11 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 34 companies compared. The sentences above are computed from all 34.
Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「Medical devices, the main pillar of this business, are supplied largely on an OEM basis and may be affected by the performance of OEM customers and changes in their management policies.」

    The company reiterates the risk of performance deterioration or management policy changes at OEM customers for medical devices, together with its response through joint development and regular meetings.
  2. FY2022MitigatedAnnual report

    「The group works to maintain and strengthen its business relationships with OEM customers through joint development and regular technical and sales liaison meetings.」

    The company continues its measures to maintain and strengthen relationships with OEM customers through joint development and regular meetings in response to the risk of changes in their performance and policies.
  3. FY2021MitigatedAnnual report

    「The group works to maintain and strengthen its business relationships with OEM customers through joint development and regular technical and sales liaison meetings.」

    In response to the risk of OEM customers’ performance and policy changes, the company describes measures to maintain and strengthen relationships through joint development and regular meetings.
  4. FY2020First statedAnnual report

    「Medical devices, the main pillar of this business, are supplied largely on an OEM basis and may be affected by the performance of OEM customers and changes in their management policies.」

    The company has, for the first time, separately identified as a risk the impact of OEM customers’ performance and changes in their management policies, given that most medical devices are supplied on an OEM basis.
Moved together

"Higher sales but lower earnings due to weaker profitability in the packaging plant business" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222★123
  1. ★This thread
  2. 1Higher sales but lower earnings due to weaker profitability in the packaging plant business2×
  3. 2Lower operating cash flow and cash balances due to higher inventories and other factors2×
  4. 3Reduction of cross-shareholdings2×

★ 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
Shibuya's next results are scheduled for 2026-11-09. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.