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SK-Electronics (6677) · RiskWorsened

High Dependence on Overseas Sales

First written in FY2016. 9 of 18 entries say "Worsened", first in FY2018. Latest entry: FY2026-H1.

18entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2018 – FY2021-Q22016: 12017: 020172018: 120182019: 120192020: 120202021: 220212022: 320222023: 320232024: 320242025: 220252026: 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

SK-Electronics moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).

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

5 other companies' latest entry also says "Worsened".

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. FY2026-H1WorsenedAnnual report

    「Overseas 13,242,432 — Revenue from contracts with customers 14,359,096」

    Overseas sales were ¥13,242.432 million, accounting for approximately 92.2% of consolidated sales of ¥14,359.096 million. Dependence on overseas sales increased from approximately 88.9% in the previous six-month consolidated accounting period.
  2. FY2025MitigatedAnnual report

    「The Group's overseas sales for the fiscal year were ¥26.164 billion, including indirect exports, accounting for 89.6% of total consolidated sales.」

    The overseas sales ratio declined from 90.7% in the previous fiscal year to 89.6%. However, overseas sales continue to account for most of consolidated sales.
  3. FY2025-H1MitigatedAnnual report

    「Overseas 12,692,597 — Revenue from contracts with customers 14,276,141」

    Overseas sales for the six-month consolidated accounting period were ¥12,692.597 million, accounting for approximately 88.9% of sales of ¥14,276.141 million. Although this was down from 90.7% in the previous fiscal year, dependence on overseas sales remains high.
  4. FY2024WorsenedAnnual report

    「The Group's overseas sales for the fiscal year were ¥23.333 billion, including indirect exports, accounting for 90.7% of total consolidated sales.」

    The overseas sales ratio rose from approximately 88.7% in the previous fiscal year to 90.7%, and dependence on overseas sales increased.
  5. FY2024-Q2Overseas sales ratio: up year on year, down quarter on quarterAnnual report

    「Overseas 11,119,699 74 11,119,773 Revenue from contracts with customers 12,102,894 47,042 12,149,937」

    Overseas sales were ¥11,119.773 million, accounting for approximately 91.5% of revenue from contracts with customers of ¥12,149.937 million. Although the ratio rose from approximately 88.1% in the same quarter of the previous year, it was down from approximately 93.7% in the previous quarter.
  6. FY2024-Q1WorsenedAnnual report

    「Overseas 6,043,524 Revenue from contracts with customers 6,447,256」

    Overseas sales for the first quarter were ¥6,043.524 million, accounting for approximately 93.7% of revenue from contracts with customers of ¥6,447.256 million. Dependence on overseas sales increased from approximately 88.8% in the same quarter of the previous year.
  7. FY2023-Q3RestatedAnnual report

    「Japan 2,468,744 57,488 China 12,111,335 — Taiwan 3,115,139 — South Korea 3,254,942 — Other — 990 Overseas 18,481,417 990 Revenue from contracts with customers 20,950,162 58,478 21,008,641」

    Overseas sales for the nine-month period of the third quarter of the fiscal year were approximately ¥18.482 billion, accounting for approximately 88.0% of sales of approximately ¥21.009 billion, and dependence on overseas sales remains high.
  8. FY2023-Q2MitigatedAnnual report

    「Japan 1,602,330 43,231 China 8,693,194 — Taiwan 1,932,421 — South Korea 1,613,930 — Other — 579 Overseas 12,239,547 579 Revenue from contracts with customers 13,841,877 43,810 13,885,688」

    Overseas sales were approximately ¥12.240 billion, accounting for approximately 88.1% of sales of ¥13.886 billion. Although this was down from approximately 88.8% in the previous quarter, dependence on overseas sales remains high.
  9. FY2023-Q1MitigatedAnnual report

    「Overseas 6,648,399 Revenue from contracts with customers 7,485,284」

    Overseas sales for the first quarter were ¥6,648.399 million, while revenue from contracts with customers was ¥7,485.284 million, resulting in an overseas sales ratio of approximately 88.8%. Although this was down from approximately 91.2% in the same quarter of the previous year, dependence on overseas sales remains high.
  10. FY2022WorsenedAnnual report

    「The Group's overseas sales for the fiscal year were ¥22.504 billion, including indirect exports, accounting for 90.5% of total consolidated sales.」

    The overseas sales ratio rose from 88.4% in the previous fiscal year to 90.5%, and dependence on overseas sales increased again.
  11. FY2022-Q3Overseas sales ratio of approximately 90.9%Annual report

    「Overseas 16,179,924 16,179,924 Revenue from contracts with customers 17,801,319 17,801,319」

    During the cumulative third-quarter consolidated period, overseas sales totaled ¥16,179.924 million, accounting for approximately 90.9% of revenue from contracts with customers of ¥17,801.319 million, indicating continued high dependence on overseas sales.
  12. FY2022-Q1WorsenedAnnual report

    「Japan 440,288 440,288 China 2,759,745 2,759,745 Taiwan 1,096,714 1,096,714 South Korea 696,549 696,549 Overseas 4,553,009 4,553,009 Revenue from contracts with customers 4,993,298 4,993,298」

    Overseas sales totaled ¥4,553.009 million, accounting for approximately 91.2% of revenue of ¥4,993.298 million. On a quarterly basis, dependence on overseas sales increased from the previous fiscal year's overseas sales ratio of 88.4%.
  13. FY2021MitigatedAnnual report

    「The Group's overseas sales during the consolidated fiscal year totaled ¥18,071 million, including indirect exports, accounting for 88.4% of total consolidated sales.」

    The overseas sales ratio declined from 93.7% in the previous fiscal year to 88.4%. However, overseas sales still account for the majority of consolidated sales.
  14. FY2021-Q2WorsenedAnnual report

    「Although travel restrictions related to the spread of COVID-19 continued to constrain sales activities overseas, resulting in a year-on-year decline in revenue,」

    In relation to dependence on overseas sales, the Company disclosed that travel restrictions constrained overseas sales activities and resulted in a year-on-year decline in revenue.
  15. FY2020WorsenedAnnual report

    「Overseas sales totaled ¥17,897 million, including indirect exports, accounting for 93.7% of total consolidated sales.」

    The overseas sales ratio increased from 92.8% in the previous fiscal year to 93.7%, indicating an even greater dependence on overseas sales.
  16. FY2019WorsenedAnnual report

    「The Group's overseas sales during the consolidated fiscal year totaled ¥23,925 million, including indirect exports, accounting for 92.8% of total consolidated sales.」

    The overseas sales ratio increased from 88.3% in the previous fiscal year to 92.8%, indicating an even greater dependence on overseas sales.
  17. FY2018WorsenedAnnual report

    「The Group's overseas sales during the consolidated fiscal year totaled ¥20,118 million, including indirect exports, accounting for 88.3% of total consolidated sales.」

    The overseas sales ratio increased from 86.1% in the previous fiscal year to 88.3%, indicating greater dependence on overseas sales.
  18. FY2016First statedAnnual report

    「The Group's overseas sales during the consolidated fiscal year totaled ¥13,550 million, including indirect exports, accounting for 86.1% of total consolidated sales.」

    Overseas sales totaled ¥13,550 million and accounted for 86.1% of consolidated sales. The Company identifies changes in the social and economic environments in South Korea, Taiwan, China and elsewhere as risks.
Moved together

"Declining revenue and profit, with profit attributable to owners of the parent broadly flat" moved the same way as this thread, in the same document, in 8 of its 18 moves.

865555★123456
  1. ★This thread
  2. 1Declining revenue and profit, with profit attributable to owners of the parent broadly flat8×
  3. 2Impact of foreign exchange movements on profit and net assets6×
  4. 3Progress in OLED and Large-Format LCD Panel Investment5×
  5. 4Uncertainty over the Outlook for the Global Economy and Domestic Economic Conditions5×
  6. 5Profitability management focused on operating margin5×
  7. 6Financing Through Long-Term Borrowings5×

★ 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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High Dependence on Overseas Sales | SK-Electronics CO.,LTD. (6677) | Komori