Komori
Nagahori (8139) · RiskWorsened

Concentration of Trade Receivables with Major Customers

First written in FY2016. 4 of 9 entries say "Worsened", first in FY2017. Latest entry: FY2026.

9entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2018 – FY2019MitigatedFY2021WorsenedFY20232016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 020222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 176 companies write about · 176 as a headwind · 0 as a tailwind

Nagahori moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2017: 13 of 73 companies on the "Worse" side.

55 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 176 companies compared. The sentences above are computed from all 176.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「As of the consolidated balance-sheet date for the current consolidated fiscal year, 28.4% of trade receivables were due from a specific major customer.」

    The proportion of trade receivables due from a specific major customer increased from 27.2% in the previous disclosure to 28.4%, expanding the concentration risk in trade receivables.
  2. FY2025MitigatedAnnual report

    「As of the consolidated balance-sheet date for the current consolidated fiscal year, 27.2% of trade receivables were due from a specific major customer.」

    The proportion of trade receivables due from a specific major customer decreased from 28.9% in the previous disclosure to 27.2%.
  3. FY2023WorsenedAnnual report

    「As of the consolidated balance-sheet date for the current consolidated fiscal year, 28.9% of trade receivables were due from a specific major customer.」

    The proportion of trade receivables due from a specific major customer increased from 7.5% in FY2021 to 28.9%, expanding the concentration risk in trade receivables.
  4. FY2021MitigatedAnnual report

    「As of the consolidated balance-sheet date for the current consolidated fiscal year, 7.5% of trade receivables were due from a specific major customer.」

    The proportion of trade receivables due from a specific major customer decreased from 11.3% in the previous fiscal year to 7.5%.
  5. FY2020WorsenedAnnual report

    「As of the consolidated balance-sheet date for the current consolidated fiscal year, 11.3% of trade receivables were due from a specific major customer.」

    The proportion of trade receivables due from a specific major customer increased from 11.1% in the previous fiscal year to 11.3%.
  6. FY2019MitigatedAnnual report

    「As of the consolidated balance-sheet date for the current consolidated fiscal year, 11.1% of trade receivables were due from a specific major customer.」

    The proportion of trade receivables due from a specific major customer decreased from 13.0% in the previous fiscal year to 11.1%.
  7. FY2018MitigatedAnnual report

    「As of the consolidated balance-sheet date for the current consolidated fiscal year, 13.0% of trade receivables were due from a specific major customer.」

    The proportion of trade receivables due from a specific major customer decreased from 16.0% in the previous fiscal year to 13.0%.
  8. FY2017WorsenedAnnual report

    「As of the consolidated balance-sheet date for the current consolidated fiscal year, 16.0% of trade receivables were due from a specific major customer, Sogo & Seibu Co., Ltd.」

    The proportion of trade receivables due from a specific major customer increased from 10.9% in the previous fiscal year to 16.0%. The proportion of sales attributable to the same company was also 16.3%.
  9. FY2016First statedAnnual report

    「As of the consolidated balance-sheet date for the current consolidated fiscal year, 10.9% of trade receivables were due from a specific major customer, Sogo & Seibu Co., Ltd.」

    The Company disclosed that 10.9% of trade receivables were concentrated in a specific major customer.
Moved together

"Risk of fluctuations in foreign exchange rates and bullion prices" moved the same way as this thread, in the same document, in 5 of its 9 moves.

533222★123456
  1. ★This thread
  2. 1Risk of fluctuations in foreign exchange rates and bullion prices5×
  3. 2Reliance on Interest-Bearing Debt and Interest-Rate Risk3×
  4. 3Improving Profit Margins by Reducing SG&A Expenses3×
  5. 4Expansion of Operating Cash Flow, Reduction of Interest-Bearing Debt, and Improvement in Equity Ratio2×
  6. 5Material uncertainty regarding going concern due to continued operating losses2×
  7. 6Maintaining Stable Shareholder Returns2×

★ 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
Nagahori's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.