Komori
Amvis Holdings (7071) · RiskRestatedLatest Financial Results Presentation (2026-08-14): "Materialised"

Dependence on the Medical and Long-Term Care Insurance Systems and Reimbursement Revisions

First written in FY2019. 16 of 21 entries say "Restated". Latest entry: 2026-08-14.

21entries
8years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2026-H12019: 12020: 420202021: 420212022: 420222023: 220232024: 120242025: 020252026: 52026
Same theme, other companies

Amvis Holdings moved to the "Worse" side of this theme in 2026, 1 year after the typical company in this theme (2025).

The whole theme swung hardest in 2026: 7 of 16 companies on the "Worse" side.

6 other companies' latest entry also says "Materialised".

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-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding dependence on the medical and long-term care insurance systems and revisions to reimbursement rates.
  2. FY2024-Q1RestatedAnnual report

    「In addition, revenue from the Ishinkan business has a three-tier structure consisting of medical insurance reimbursement and long-term care insurance reimbursement received for providing these services, plus rent, management fees, food charges, and other non-insurance-covered sales received from residents, although most of it consists of insurance reimbursements such as medical insurance reimbursement and long-term care insurance reimbursement.」

    The company has reaffirmed its dependent revenue structure, consisting of three tiers—medical insurance reimbursement, long-term care insurance reimbursement, and non-insurance-covered sales—with most revenue comprising insurance reimbursements.
  3. FY2023-Q3RestatedAnnual report

    「In addition, revenue from the Ishinkan business has a three-tier structure consisting of medical insurance reimbursement and long-term care insurance reimbursement received for providing these services, plus rent, management fees, food charges, and other non-insurance-covered sales received from residents, although most of it consists of insurance reimbursements such as medical insurance reimbursement and long-term care insurance reimbursement.」

    The company has reaffirmed its dependent revenue structure, in which revenue consists of three tiers—medical insurance reimbursement, long-term care insurance reimbursement, and non-insurance-covered sales—while most revenue comprises insurance reimbursements.
  4. FY2023-Q2RestatedAnnual report

    「In addition, revenue from the Ishinkan business has a three-tier structure consisting of medical insurance reimbursement and long-term care insurance reimbursement received for providing these services, plus rent, management fees, food charges, and other non-insurance-covered sales received from residents, although most of it consists of insurance reimbursements such as medical insurance reimbursement and long-term care insurance reimbursement.」

    The company has reaffirmed its dependent revenue structure, in which revenue consists of three tiers—medical insurance reimbursement, long-term care insurance reimbursement, and non-insurance-covered sales—while most revenue comprises insurance reimbursements.
  5. FY2022RestatedAnnual report

    「At the group, income from these insurance programs accounts for approximately 90% of sales, resulting in a revenue structure dependent on insurance income.」

    The company has reaffirmed its revenue structure, in which medical and long-term care insurance reimbursements account for most sales and is subject to the impact of system and reimbursement revisions.
  6. FY2022-Q3RestatedAnnual report

    「In addition, revenue from the Ishinkan business has a three-tier structure consisting of medical insurance reimbursement and long-term care insurance reimbursement received for providing these services, plus rent, management fees, food charges, and other non-insurance-covered sales received from residents, although most of it consists of insurance reimbursements such as medical insurance reimbursement and long-term care insurance reimbursement.」

    The company has reaffirmed its dependent revenue structure, in which revenue consists of three tiers—medical insurance reimbursement, long-term care insurance reimbursement, and non-insurance-covered sales—while most revenue comprises insurance reimbursements.
  7. FY2022-Q2RestatedAnnual report

    「In addition, revenue from the Ishinkan business has a three-tier structure consisting of medical insurance reimbursement and long-term care insurance reimbursement received for providing these services, plus rent, management fees, food charges, and other non-insurance-covered sales received from residents, although most of it consists of insurance reimbursements such as medical insurance reimbursement and long-term care insurance reimbursement.」

    The company has reaffirmed its dependent revenue structure, in which revenue consists of three tiers—medical insurance reimbursement, long-term care insurance reimbursement, and non-insurance-covered sales—while most revenue comprises insurance reimbursements.
  8. FY2022-Q1RestatedAnnual report

    「In addition, revenue from the Ishinkan business has a three-tier structure consisting of medical insurance reimbursement and long-term care insurance reimbursement received for providing these services, plus rent, management fees, food charges, and other non-insurance-covered sales received from residents, although most of it consists of insurance reimbursements such as medical insurance reimbursement and long-term care insurance reimbursement.」

    The company has reaffirmed its dependent revenue structure, consisting of three tiers—medical insurance reimbursement, long-term care insurance reimbursement, and non-insurance-covered sales—with most revenue comprising insurance reimbursements.
  9. FY2021RestatedAnnual report

    「At the group, income from these insurance programs accounts for approximately 90% of sales, resulting in a revenue structure dependent on insurance income.」

    The company has reaffirmed its dependence on medical and long-term care insurance income and the risk that system and reimbursement revisions could affect operating results.
  10. 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.」

    The company states that there have been no material changes regarding dependence on the medical and long-term care insurance systems and revisions to reimbursement rates.
  11. FY2021-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 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.」

    The company states that there have been no material changes regarding dependence on the medical and long-term care insurance systems and revisions to reimbursement rates.
  12. FY2021-Q1RestatedAnnual report

    「During the cumulative first quarter of the fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company provides an overall statement that there have been no material changes regarding dependence on the medical and long-term care insurance systems and revisions to reimbursement rates.
  13. FY2020RestatedAnnual report

    「At the group, income from these insurance programs accounts for approximately 90% of sales, resulting in a revenue structure dependent on insurance income.」

    The company has reaffirmed its dependence on medical and long-term care insurance income and the risk that system and reimbursement revisions could affect operating results.
  14. FY2020-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding dependence on the medical and long-term care insurance systems and revisions to reimbursement rates.
  15. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding dependence on the medical and long-term care insurance systems and revisions to reimbursement rates.
  16. FY2020-Q1RestatedAnnual report

    「During the cumulative first quarter of the fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding dependence on the medical and long-term care insurance systems and revisions to reimbursement rates.
  17. FY2019First statedAnnual report

    「At the group, income from these insurance programs accounts for 90% of sales (90.0% as of September 2019), resulting in a revenue structure dependent on insurance income.」

    The company states that the health insurance and long-term care insurance systems are reviewed every 2 and 3 years, respectively, while simultaneous revisions occur every 6 years, and that laws, systems, and reimbursement revisions unfavorable to management could affect operating results.
Moved together

"A Dominant Strategy in Major Cities and a High-Market-Share Strategy in Regional Cities" moved the same way as this thread, in the same document, in 2 of its 19 moves.

222★123
  1. ★This thread
  2. 1A Dominant Strategy in Major Cities and a High-Market-Share Strategy in Regional Cities2×
  3. 2Raising Capital Through the Stock Listing and Investing in New Facilities, Hiring and Systems2×
  4. 3Shortages of Nursing and Caregiving Personnel, Hiring Competition and Rising Recruitment Costs2×

★ 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
No upcoming earnings preview for Amvis Holdings yet. It last moved in the Financial Results Presentation of 2026-08-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.