Komori
Idom (7599) · RiskWorsened

Expanded Investments in Affiliated Companies, Valuation Losses and Bad-Debt Risk

First written in FY2020. 8 of 10 entries say "Worsened", first in FY2024. Latest entry: FY2027-H1.

10entries
7years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2020 – FY2021WorsenedFY2024 – FY2027-H12020: 120202021: 120212022: 020222023: 020232024: 320242025: 120252026: 42026
Same theme, other companies
Risk of Recovery Shortfalls and Valuation Losses on Loans to and Investments in AffiliatesA theme 49 companies write about · 51 as a headwind · 0 as a tailwind

Idom moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).

The whole theme swung hardest in 2019: 7 of 15 companies on the "Worse" side.

6 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 49 companies compared. The sentences above are computed from all 49.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1WorsenedAnnual report

    「Long-term loans receivable 2,103 2,184」

    Long-term loans receivable increased by ¥81 million, from ¥2,103 million at the end of the previous fiscal year to ¥2,184 million, expanding the Company's lending exposure to affiliates and other entities.
  2. 2026-10-14WorsenedEarnings

    「長期貸付金 2,103 2,184」

    長期貸付金が前期末の2,103百万円から2,184百万円へ増加し、関係会社貸付金を含む貸付エクスポージャーが拡大した。
  3. FY2026WorsenedAnnual report

    「Long-term loans ¥1,789 million ¥2,103 million」

    Long-term loans, including loans to affiliated companies, increased from ¥1,789 million in the previous fiscal year to ¥2,103 million, expanding exposure to investments and loans to affiliated companies.
  4. 2026-04-13WorsenedEarnings

    「Long-term loans receivable 1,789 2,103」

    The balance of long-term loans receivable from affiliates and other entities increased from the end of the previous fiscal year, expanding lending exposure.
  5. FY2025WorsenedAnnual report

    「Loans to affiliates increased from ¥1,573 million to ¥1,789 million.」

    Loans to affiliates increased from ¥1,573 million in the previous fiscal year to ¥1,789 million. Exposure to lending to affiliates has continued to expand.
  6. FY2025-H1WorsenedAnnual report

    「Long-term loans ¥1,574 million ¥1,826 million」

    Long-term loans increased by ¥252 million from ¥1,574 million at the end of the previous fiscal year to ¥1,826 million. Exposure to investment in and lending to affiliates has continued to expand.
  7. FY2025-Q1WorsenedAnnual report

    「Long-term loans ¥1,574 million ¥1,770 million」

    Long-term loans increased by ¥196 million from ¥1,574 million at the end of the previous fiscal year to ¥1,770 million. Exposure to investment in and lending to affiliates has expanded, but no bad debts or similar losses were disclosed.
  8. FY2024WorsenedAnnual report

    「Loans to affiliates increased from ¥72 million to ¥1,573 million.」

    Loans to affiliates increased substantially from ¥72 million in the previous fiscal year to ¥1,573 million. Exposure to risks associated with increased investment in and lending to affiliates, including bad debts, has expanded.
  9. FY2021RestatedAnnual report

    「Depending on their future business development, investment in these affiliates may increase and affect the group's operating results and financial condition.」

    The policy of diversifying the earnings base through affiliates, together with the risks of increased investment, bad debts, and valuation losses on shares of affiliates, continues to be disclosed.
  10. FY2020First statedAnnual report

    「Depending on their future business development, investment in these affiliates may increase and affect the group's operating results and financial condition. In addition, depending on the performance of each affiliate, bad debt losses on receivables from affiliates and valuation losses on shares of affiliates may be recognized in the non-consolidated financial statements.」

    Increases in investment accompanying business expansion by affiliates, bad debts on receivables from affiliates, and valuation losses on shares of affiliates were explicitly identified for the first time as risks associated with the group's affiliate policy.
Moved together

"Increase in losses on disposal of fixed assets and store closure losses associated with the closure of low-profitability stores" moved the same way as this thread, in the same document, in 4 of its 10 moves.

444333★123456
  1. ★This thread
  2. 1Increase in losses on disposal of fixed assets and store closure losses associated with the closure of low-profitability stores4×
  3. 2Increase in Interest-Bearing Debt and Deterioration in Funding Conditions4×
  4. 3Risk of Declines in the Value of Held Assets and Impairment4×
  5. 4Earnings Pressure From Higher Selling, General and Administrative Expenses3×
  6. 5Decline in Operating Cash Flow and Increase in Cash from Financing Activities3×
  7. 6Risk of Non-Recovery of Security Deposits and Guarantee Deposits, etc., Due to Landlord Credit Deterioration3×

★ 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 Idom yet. It last moved in the Earnings of 2026-10-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.