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B&P (7804) · RiskMitigated

Dependence on Specific Business Partners

First written in FY2019. 2 of 4 entries say "Mitigated", first in FY2020. Latest entry: FY2023.

4entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019MitigatedFY2020WorsenedFY20212020: 120202021: 120212022: 120222023: 020232024: 1
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

39 other companies' latest entry also says "Mitigated".

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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2023MitigatedAnnual report

    「Sales to 10 business partners accounted for approximately 30% of net sales.」

    The top 10 customers' share of net sales declined from 40% in the previous fiscal year to approximately 30%, reducing dependence on specific business partners. The policy of reducing dependence remains in place.
  2. FY2021WorsenedAnnual report

    「Sales to 10 business partners accounted for 40% of net sales. The company has adopted a management policy of avoiding dependence on specific business partners and is working to reduce concentration of net sales among its business partners.」

    The top 10 customers' share of net sales rose from 38% in the previous fiscal year to 40%, increasing dependence, while the policy of reducing dependence remains in place.
  3. FY2020MitigatedAnnual report

    「Sales to 10 business partners accounted for 38% of net sales. The company has adopted a management policy of avoiding dependence on specific business partners and is working to reduce concentration of net sales among its business partners.」

    The top 10 customers' share of net sales declined from 39% in the previous fiscal year to 38%, and the company explicitly stated its policy of reducing dependence on specific business partners.
  4. FY2019First statedAnnual report

    「Sales to 10 business partners accounted for 39% of net sales.」

    The company stated that sales to its 10 business partners accounted for 39% of net sales and identified changes in customers' management policies as a risk that could affect its business results.
Moved together

"Nine-Month Performance for the 34th Fiscal Year" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22222★12345
  1. ★This thread
  2. 1Nine-Month Performance for the 34th Fiscal Year2×
  3. 2Rising Material Costs for Ink, Paper and Other Inputs2×
  4. 3Net Assets and Equity Ratio After Listing and Posting Profits2×
  5. 4Slight Revenue Growth and Declining Profit2×
  6. 5Dilution from the Exercise of Stock Acquisition Rights2×

★ 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 B&P yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Specific Business Partners | B&P Co.,Ltd. (7804) | Komori