Komori
Biprogy (8056) · RiskMaterialised

Risk of delayed adoption of cashless payments, energy and mobility

First written in FY2019. 1 of 3 entries say "Worsened", first in FY2020. Latest entry: FY2021-Q3.

3entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019WorsenedFY2020 – FY2021-Q32019: 120192020: 120202021: 12021
Same theme, other companies
Risk of Target Markets Falling Short of Growth ForecastsA theme 18 companies write about · 18 as a headwind · 0 as a tailwind

Biprogy moved to the "Worse" side of this theme in 2020, 6 years before the typical company in this theme (2026).

The whole theme swung hardest in 2026: 4 of 10 companies on the "Worse" side.

0 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 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. FY2021-Q3MaterialisedAnnual report

    「Fee-based businesses such as car sharing and services for shared offices remain sluggish, but transaction volumes in the Value Card business and digital codes have performed well, supported by demand for staying at home and other factors, while domestic transaction volumes for QR and barcode payments also continue to trend upward.」

    The risk of delayed adoption in focus areas has emerged in the form of sluggish car-sharing and shared-office services due to the impact of infectious diseases and other factors. Payment-related business, however, is trending upward.
  2. FY2020WorsenedAnnual report

    「Changes in social attitudes resulting from a global infectious disease pandemic and changes in various government policies may prevent focus-area businesses, including the sharing economy in fields such as mobility, from growing sufficiently during the anticipated period, and may also require a review of the strategy.」

    The company explicitly identified not only insufficient growth in focus areas such as mobility due to a global infectious disease pandemic, but also the possibility of reviewing its strategy.
  3. FY2019First statedAnnual report

    「Depending on progress in various government policies and social trends, if the development of a cashless society and the pace of adoption of the sharing economy in energy-related and mobility fields are significantly slower than the group expects, the businesses in its focus areas may not grow to the scale initially anticipated.」

    The company separately identified the risk that adoption of cashless payments, energy and mobility may be slower than expected due to policy progress and social trends, causing the scale of its focus-area businesses to fall short of plan.
Moved together

"Market Price Risk of Investment Securities" moved the same way as this thread, in the same document, in 2 of its 3 moves.

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★ 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
Biprogy's next results are scheduled for 2026-11-05. Read the earnings preview
News
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