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Tabikobo (6548) · RiskRestated

Intensifying Competition from Emerging Online Travel Companies, Other Industries and C-to-C Businesses

First written in FY2017. 11 of 15 entries say "Restated". Latest entry: FY2026.

15entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2018-Q2 – FY2018RestatedFY2019-Q3 – FY20262017: 320172018: 220182019: 320192020: 220202021: 220212022: 020222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Intensified Competition in the Online Travel Sales MarketA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「As a response to this risk, we limit our sales channels to the internet and differentiate ourselves from competitors by providing specialized, flexible and prompt responses to customer inquiries through destination-specific concierges responsible for handling customer inquiries.」

    The company continues to differentiate itself from emerging online travel companies, companies from other industries and C-to-C services through the expertise, flexibility and speed of its internet sales and destination-specific concierges.
  2. FY2025RestatedAnnual report

    「As a response to this risk, we limit our sales channels to the internet and differentiate ourselves from competitors by providing specialized, flexible and prompt responses to customer inquiries through destination-specific concierges responsible for handling customer inquiries.」

    In response to competition from emerging online travel companies, companies from other industries and C2C transactions, the Group continues to differentiate itself through the expertise, flexibility and responsiveness of destination-specific concierges.
  3. FY2024RestatedAnnual report

    「As a response to this risk, we limit our sales channels to the internet and differentiate ourselves from competitors by providing specialized, flexible and prompt responses to customer inquiries through concierges organized by travel destination.」

    Intensifying competition from emerging online travel companies, companies from other industries and C2C transactions is treated as a risk, and the Group continues to differentiate itself through the expertise and flexibility of destination-specific concierges.
  4. FY2021RestatedAnnual report

    「In addition, companies that have not previously operated travel businesses and emerging venture companies may enter the travel industry as a new business, using technologies or business models not traditionally seen in the industry.」

    Intensifying competition from emerging online travel companies, companies from other industries and C2C transactions remains a risk.
  5. 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.」

    No material changes were reported regarding the risk of intensifying competition from emerging online travel companies, entrants from other industries and C2C transactions.
  6. 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.」

    No material changes were reported regarding the risk of intensifying competition from emerging online travel companies, entrants from other industries and C2C transactions.
  7. 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.」

    No material changes were reported regarding the risk of intensifying competition from emerging online travel companies, entrants from other industries and C2C transactions.
  8. 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.」

    No material changes were reported regarding the risk of intensifying competition from emerging online travel companies, entrants from other industries and C2C transactions.
  9. 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.」

    No material changes were reported regarding the risk of intensifying competition from emerging online travel companies, entrants from other industries and C2C transactions.
  10. 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.」

    No material changes were reported regarding the risk of intensifying competition from emerging online travel companies, entrants from other industries and C2C transactions.
  11. FY2018MaterialisedAnnual report

    「Results for beach destinations such as Hawaii, Bali and Guam were below the previous year due to price competition with competitors, as well as declining traveler numbers caused by the situation in North Korea and the eruption in Bali.」

    Price competition with competitors actually became an external factor contributing to the deterioration of performance in beach destinations.
  12. FY2018-Q3MaterialisedAnnual report

    「Beach destinations such as Hawaii, Bali and Guam performed poorly as the number of travelers declined due to price competition with competitors, the situation involving North Korea and the eruption of a volcano on Bali.」

    Price competition with competitors was identified as an actual factor behind weak performance and affected results in beach destinations.
  13. FY2018-Q2MaterialisedAnnual report

    「Beach destinations such as Hawaii, Bali and Guam performed poorly due to external factors, including intensifying price competition with competitors and an increase in cancellations of trips to Guam resulting from the situation involving North Korea.」

    Price competition with competitors actually intensified and was identified as a factor behind weak performance in beach destinations.
  14. FY2018-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.」

    No material changes were reported regarding the risk of intensifying competition from emerging online travel companies, entrants from other industries and C2C transactions.
  15. FY2017First statedAnnual report

    「Companies that have not previously operated travel businesses and emerging venture companies may enter the travel industry as a new business, using technologies or business models not traditionally seen in the industry.」

    The disclosure indicates that competition could intensify beyond expectations due to emerging online travel companies, entrants from other industries and direct consumer-to-consumer transactions.
Moved together

"Decline in Travel Demand Caused by Infectious Diseases, Natural Disasters, Terrorism, Economic Conditions and Foreign-Exchange Fluctuations" moved the same way as this thread, in the same document, in 3 of its 15 moves.

32★12
  1. ★This thread
  2. 1Decline in Travel Demand Caused by Infectious Diseases, Natural Disasters, Terrorism, Economic Conditions and Foreign-Exchange Fluctuations3×
  3. 2Growth in Sales and Profit and Enhancement of Corporate Value2×

★ 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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Intensifying Competition from Emerging Online Travel Companies, Other Industries and C-to-C Businesses | TABIKOBO Co.Ltd. (6548) | Komori