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Tbk (7277) · RiskRestated

Dependence on the Domestic Standard Truck Sales Market

First written in FY2016. 11 of 29 entries say "Restated". Latest entry: FY2026.

29entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q2RestatedFY2018 – FY2022-Q2WorsenedFY2022-Q3 – FY2023-Q3OtherFY2025-H1 – FY20262016: 220162017: 220172018: 420182019: 420192020: 220202021: 320212022: 420222023: 320232024: 220242025: 220252026: 12026
Same theme, other companies

The whole theme swung hardest in 2019: 36 of 68 companies on the "Worse" side.

10 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 85 companies compared. The sentences above are computed from all 85.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Our Group remains highly dependent on its domestic standard truck-related business (payload capacity of 4 tonnes or more), and also has a high market share for its products. Consequently, the Group's operating results and financial position may be affected by trends in this market.」

    The company continues to disclose its view that dependence on the domestic standard truck-related business is high.
  2. FY2026-H1RestatedAnnual report

    「Domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 36,706 units, up 2.0% from the previous fiscal year, due to a rebound from deferred purchases caused by the 2024 logistics problem and increased demand for medium-duty trucks.」

    Domestic registrations of standard trucks increased 2.0% from the previous fiscal year, but no significant change was indicated regarding the dependence risk associated with the domestic standard truck-related business itself.
  3. FY2025Domestic registrations recovered, but dependence continuedAnnual report

    「Our Group remains highly dependent on its domestic standard truck-related business (payload capacity of 4 tonnes or more), and also has a high market share for its products. Consequently, the Group's operating results and financial position may be affected by trends in this market.」

    The company continues to state that its dependence on the domestic standard truck market is high. Meanwhile, domestic registrations totaled 74,563 units in the current fiscal year, up 10.3% from the previous fiscal year.
  4. FY2025-H1Registrations increased, but sales slowedAnnual report

    「In Japan, domestic sales slowed due to the resolution of automakers' back orders as the semiconductor shortage eased, the end of rush demand ahead of model changes, and the impact of the 2024 logistics problem. Nevertheless, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 35,974 units, up 4.7% from the previous fiscal year.」

    While domestic registrations of standard trucks increased 4.7% from the previous fiscal year, domestic sales slowed due to the resolution of back orders, the end of rush demand, and the 2024 logistics problem.
  5. FY2024-Q3MitigatedAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 50,172 units, up 29.6% year on year, as the supply shortage of parts, including semiconductors, began to recover.」

    Against a backdrop of recovery in the supply shortage of parts, including semiconductors, domestic registrations of standard trucks increased 29.6% year on year, and domestic market conditions improved. The environment surrounding market dependence risk has eased from the previous period.
  6. FY2024-Q2MitigatedAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 34,348 units, up 35.9% from the previous fiscal year, as the supply shortage of parts, including semiconductors, began to recover.」

    Against a backdrop of recovery in the supply shortage of parts, including semiconductors, domestic registrations of standard trucks increased 35.9% year on year, and domestic market conditions improved further from the previous quarter.
  7. FY2024-Q1MitigatedAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 15,090 units, up 27.0% from the previous fiscal year, as the supply shortage of parts, including semiconductors, began to recover.」

    As the supply shortage of parts, including semiconductors, recovered, domestic registrations of standard trucks increased 27.0% year on year. Conditions in the domestic standard truck market have improved from the previous period.
  8. FY2023-Q3WorsenedAnnual report

    「Domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 38,717 units, down 35.6% year on year.」

    Due to production delays caused by parts shortages, domestic registrations of standard trucks declined 35.6% year on year, and market conditions related to dependence on this market deteriorated significantly.
  9. FY2023-Q2WorsenedAnnual report

    「In the truck manufacturing industry relevant to our Group, supply was disrupted by production delays caused by shortages of parts, including a global semiconductor shortage. As a result, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 25,269 units, down 37.7% year on year.」

    Against a backdrop of supply disruptions caused by parts shortages, domestic registrations of standard trucks declined 37.7% year on year. Market conditions related to dependence on the domestic standard truck market have deteriorated significantly. No new measures to eliminate the dependence risk itself were disclosed.
  10. FY2023-Q1WorsenedAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 11,885 units, down 35.9% from the previous fiscal year, due to production delays caused by parts shortages, including lockdowns in China and semiconductor shortages.」

    Domestic registrations of standard trucks declined 35.9% from the previous fiscal year, and market conditions related to dependence on the domestic standard truck market deteriorated significantly.
  11. FY2022WorsenedAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 77,293 units, down 10.0% from the previous fiscal year, due to production delays caused by parts shortages, including semiconductor shortages, despite a recovery from the impact of the spread of COVID-19.」

    Domestic registrations of standard trucks declined 10.0% from the previous fiscal year, and market conditions related to dependence on the domestic standard truck market deteriorated.
  12. FY2022-Q3WorsenedAnnual report

    「Exports, primarily to ASEAN, continued on an upward trend amid the recovery of the global economy.」

    While exports to ASEAN were on an upward trend, domestic registrations of standard trucks declined 3.4% year on year, indicating that market conditions related to dependence on the domestic standard truck market had deteriorated from the previous quarter.
  13. FY2022-Q2Decline in domestic standard truck registrationsAnnual report

    「Domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 40,560 units, down 1.7% year on year.」

    Domestic registrations of standard trucks declined 1.7% year on year. No significant change was disclosed regarding the risk of dependence on the domestic standard truck market itself.
  14. FY2022-Q1RestatedAnnual report

    「Due in part to a recovery from the impact of COVID-19, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 18,554 units, up 0.9% from the previous fiscal year.」

    Domestic registrations of standard trucks turned to a 0.9% increase from the previous fiscal year, but no significant change was disclosed regarding the risk of dependence on the domestic standard truck market itself.
  15. FY2021Full-year decline in the domestic standard truck marketAnnual report

    「Due to the impact of COVID-19 and other factors, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 85,868 units, down 6.5% from the previous fiscal year.」

    Domestic registrations of standard trucks declined 6.5% from the previous fiscal year for the full year, and the risk of dependence on this market remains.
  16. FY2021-Q2Decline in domestic standard truck registrationsAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 41,255 units, down 14.6% year on year, due to the impact of COVID-19 and other factors, in addition to rush demand ahead of the previous year's transition to new emissions regulations.」

    Domestic registrations of standard trucks declined 14.6% year on year. No policy change was disclosed regarding the risk of dependence on the domestic standard truck market itself.
  17. FY2020-Q3RestatedAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 67,715 units, up 2.6% year on year.」

    Domestic registrations of standard trucks increased 2.6% year on year. No significant change was disclosed regarding the risk of dependence on this market.
  18. FY2020-Q2RestatedAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 48,324 units, up 8.5% year on year.」

    Domestic registrations of standard trucks increased 8.5% year on year. No significant change was disclosed regarding the risk of dependence on this market.
  19. FY2020-Q1RestatedAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 20,533 units, up 1.9% year on year.」

    Domestic registrations of standard trucks increased 1.9% year on year. No significant change was disclosed regarding the risk of dependence on this market.
  20. FY2019RestatedAnnual report

    「Although the Group has implemented measures to reduce the proportion of consolidated sales related to new standard truck sales in Japan, defined as trucks with a payload capacity of 4 tons or more, the proportion remains high. In addition, because the market share of the Group's products is also high, the Group's consolidated sales are increasingly likely to be affected by trends in this market.」

    The company continues to explain that, despite pursuing measures to expand sales in overseas markets and elsewhere, its dependence on the domestic standard truck market remains high.
  21. FY2019-Q3Slight decline in domestic standard truck registrationsAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 66,013 units, down 0.1% year on year.」

    Domestic registrations of standard trucks declined slightly, by 0.1% year on year. No significant change was disclosed regarding the risk of dependence on the domestic standard truck market itself.
  22. FY2019-Q2Decline in domestic standard truck registrationsAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 44,531 units, down 2.2% year on year.」

    Domestic registrations of standard trucks declined 2.2% year on year. No policy change was disclosed regarding the risk of dependence on the domestic standard truck market itself.
  23. FY2019-Q1RestatedAnnual report

    「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 20,144 units, up 7.2% year on year.」

    Domestic registrations of standard trucks increased 7.2% year on year, but no significant change was disclosed regarding the ongoing risk of dependence on this market.
  24. FY2018RestatedAnnual report

    「We are implementing measures to expand sales in overseas markets and the construction machinery market to reduce our dependence on this market, but have not yet eliminated the structural risk that consolidated net sales will decline if this market contracts.」

    The company explained that, although it is implementing measures to expand sales in overseas and construction machinery markets, its dependence on the domestic standard truck market has not been eliminated.
  25. FY2018-Q3WorsenedAnnual report

    「In the truck manufacturing industry relevant to the Group, domestic registrations of standard trucks in Japan, defined as trucks with a payload capacity of 4 tons or more, totaled 66,083 units, a decrease of 4.2% year on year.」

    The decline in domestic registrations of standard trucks widened to 4.2% year on year, from a 0.5% decline in the previous quarter.
  26. FY2018-Q2Slight decline in domestic standard truck registrationsAnnual report

    「In the truck manufacturing industry relevant to the Group, domestic registrations of standard trucks in Japan, defined as trucks with a payload capacity of 4 tons or more, totaled 45,530 units, a decrease of 0.5% year on year.」

    Japan's standard truck market turned to a slight year-on-year decline. No policy change was disclosed regarding the underlying risk of dependence on Japan's standard truck market.
  27. FY2017-Q3RestatedAnnual report

    「In the truck manufacturing industry relevant to the Group, domestic registrations of standard trucks in Japan, defined as trucks with a payload capacity of 4 tons or more, totaled 68,982 units, an increase of 9.4% year on year.」

    Japan's standard truck market increased year on year, but no material change was disclosed regarding the continuing risk of dependence on this market.
  28. FY2017-Q2RestatedAnnual report

    「In the truck manufacturing industry relevant to the Group, domestic registrations of standard trucks in Japan, defined as trucks with a payload capacity of 4 tons or more, totaled 45,781 units, an increase of 8.2% year on year.」

    Japan's standard truck market increased year on year, but no material change was disclosed regarding the risk of dependence on this market.
  29. FY2016First statedAnnual report

    「Although the Group has implemented measures to reduce the proportion of consolidated sales related to new standard truck sales in Japan, defined as trucks with a payload capacity of 4 tons or more, the proportion remains high. In addition, because the market share of the Group's products is also high, the Group's consolidated sales are increasingly likely to be affected by trends in this market.」

    The Company explains that, although it has implemented measures to reduce its dependence, its dependence on Japan's standard truck market remains high.
Moved together

"Expansion of the Asia Business Centered on Thailand" moved the same way as this thread, in the same document, in 7 of its 29 moves.

777555★123456
  1. ★This thread
  2. 1Expansion of the Asia Business Centered on Thailand7×
  3. 2Securing business rights and reducing costs while positioning China as a medium- to long-term business opportunity7×
  4. 3Establishing Sustained Profitability in the U.S. Business7×
  5. 4Risk of a Global Economy, China and ASEAN Slowdown5×
  6. 5Significant profit decline due to external conditions and upfront costs5×
  7. 6Delays in Procuring Materials and Parts, Supply Shortages and Price Increases5×

★ 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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Dependence on the Domestic Standard Truck Sales Market | TBK Co.,Ltd. (7277) | Komori