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Samco (6387) · RiskRestated

Procurement Risk from Limited Sources of Specialized Parts and Outsourcing Providers

First written in FY2016. 22 of 25 entries say "Restated". Latest entry: FY2026-H1.

25entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q2RestatedFY2020-Q1 – FY2022-Q2RestatedFY2023-Q1 – FY2026-H12016: 22017: 120172018: 420182019: 320192020: 420202021: 320212022: 320222023: 320232024: 120242025: 020252026: 1
Same theme, other companies
Procurement Dependence on Specific Suppliers and Dedicated MaterialsA theme 50 companies write about · 50 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2025: 4 of 15 companies on the "Worse" side.

21 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the current interim accounting period, there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  2. FY2024-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  3. FY2024-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  4. FY2023-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  5. FY2023-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  6. FY2023-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  7. FY2022WorsenedAnnual report

    「In addition to the sharp expansion in demand for manufacturing equipment accompanying the global semiconductor shortage, disasters and accidents affecting suppliers and subcontractors, and business closures or bankruptcies resulting from labor shortages or difficulties finding successors, may prevent us from securing a stable supply of components.」

    Explicitly identifies procurement constraints arising from the global semiconductor shortage and the sharp expansion in demand for manufacturing equipment, in addition to the previously identified risks of reliance on specialized components and a limited number of subcontractors and labor shortages. It also states that the company is working to arrange orders for key components in advance and standardize specifications.
  8. FY2022-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  9. FY2022-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  10. FY2021-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  11. FY2021-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  12. FY2021-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  13. FY2020RestatedAnnual report

    「We maintain good relationships with suppliers and subcontractors over many years and seek to ensure stable procurement through measures such as purchasing from multiple companies. However, in addition to disasters and accidents affecting suppliers and subcontractors, business closures or bankruptcies resulting from labor shortages or difficulties finding successors may prevent us from securing a stable supply of components.」

    Continues to disclose procurement risks arising from reliance on specialized components and a limited number of subcontractors, disasters and accidents, and labor shortages or difficulties finding successors, as well as measures involving long-standing relationships and purchasing from multiple companies.
  14. FY2020-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  15. FY2020-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  16. FY2020-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  17. FY2019WorsenedAnnual report

    「In addition to disasters and accidents affecting suppliers and subcontractors, business closures or bankruptcies resulting from labor shortages or difficulties finding successors may prevent us from securing a stable supply of components.」

    Adds business closures and bankruptcies resulting from labor shortages or difficulties finding successors to the previously identified procurement risks of disasters, accidents and surging prices.
  18. FY2019-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  19. FY2019-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  20. FY2018RestatedAnnual report

    「We maintain good relationships with suppliers and subcontractors over many years and seek to ensure stable procurement through measures such as purchasing from multiple companies. However, events such as disasters or accidents affecting suppliers or subcontractors, and surging purchase prices, may prevent us from securing a stable supply of components.」

    Continues to disclose procurement risks arising from reliance on specialized components and a limited number of subcontractors, as well as measures involving long-standing relationships and purchasing from multiple companies.
  21. FY2018-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  22. FY2018-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  23. FY2017RestatedAnnual report

    「We maintain good relationships with suppliers and subcontractors over many years and seek to ensure stable procurement through measures such as purchasing from multiple companies. However, events such as disasters or accidents affecting suppliers or subcontractors, and surging purchase prices, may prevent us from securing a stable supply of components.」

    Continues to disclose procurement risks arising from reliance on specialized components and a limited number of subcontractors, as well as measures such as purchasing from multiple companies.
  24. FY2017-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes regarding procurement risks arising from reliance on specialized components and a limited number of subcontractors.
  25. FY2016First statedAnnual report

    「For some raw materials, components and other items, suppliers or outsourcing partners are limited because of their specialized nature, or alternatives are difficult to obtain.」

    The company disclosed the possibility that stable procurement may be disrupted and shipments delayed because suppliers and outsourcing partners are limited, disasters or accidents occur, or procurement prices rise.
Moved together

"Expanding sales in the electronic components sector in Japan and overseas" moved the same way as this thread, in the same document, in 2 of its 25 moves.

222222★123456
  1. ★This thread
  2. 1Expanding sales in the electronic components sector in Japan and overseas2×
  3. 2Economic Slowdown in China and Emerging Markets and Uncertainty over the Outlook for the Global Economy2×
  4. 3Risk of Customers Freezing or Scaling Back Capital Investment or Changing Investment Plans2×
  5. 4Dependence on Sales to Specific Regions and Customers2×
  6. 5Decline in the Fair Value of Investment Securities Held2×
  7. 6New Medium-Term Management Plan and Roadmap Toward the Company's 40th Anniversary2×

★ 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
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News
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Procurement Risk from Limited Sources of Specialized Parts and Outsourcing Providers | SAMCO INC. (6387) | Komori