Komori
Somar (8152) · RiskMaterialised

Dependence on Specific Suppliers and Customers

First written in FY2016. 3 of 6 entries say "Worsened", first in FY2017-Q2. Latest entry: FY2026.

6entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2017-Q1 – FY20262016: 320162017: 220172018: 020182019: 020192020: 020202021: 020212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Dependence on Specific Business Partners and Procurement SourcesA theme 25 companies write about · 25 as a headwind · 0 as a tailwind

Somar moved to the "Worse" side of this theme in 2016, 5 years before the typical company in this theme (2021).

The whole theme swung hardest in 2017: 6 of 14 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 25 companies compared. The sentences above are computed from all 25.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「ASAHI KASEI CORPORATION, a specific business partner, announced on 27 May 2025 that it would withdraw from the business, and will terminate sales of products related to its SB latex business in December 2027.」

    The withdrawal of a specific supplier from the business and the planned termination of sales in December 2027 have been disclosed, making concrete the dependence risk associated with the expected end of transactions in paper-manufacturing chemicals.
  2. FY2017WorsenedAnnual report

    「During the fiscal year, sales of binders for coated paper, a major product purchased and sold in this business, declined substantially more than initially expected because the consolidation and closure of domestic production sites by supplier manufacturers reduced the relative competitiveness of logistics operations in some domestic regions, resulting in the loss of major customers in those regions, among other factors.」

    Against a backdrop of the consolidation and closure of production sites by supplier manufacturers, logistics competitiveness declined, resulting in the loss of major customers and a larger-than-expected decline in sales.
  3. FY2017-Q3WorsenedAnnual report

    「In addition, sales of binders for coated paper, a major product in this business segment, declined substantially more than initially expected because the consolidation policy for domestic production facilities by supplier manufacturers reduced the relative competitiveness of the logistics system, resulting in the loss of major customers in some regions.」

    Against a backdrop of production-facility consolidation policies by supplier manufacturers, the competitiveness of the logistics system declined, resulting in the loss of major customers and a larger-than-expected decline in sales.
  4. FY2017-Q2WorsenedAnnual report

    「In addition, sales of binders for coated paper, a major product in this business segment, declined substantially more than initially expected because the company lost major customers in some regions following the consolidation of domestic production facilities by supplier manufacturers.」

    The company continued to lose major customers against a backdrop of production-facility consolidation by supplier manufacturers, causing binder sales to decline more than initially expected. Sales of paper-manufacturing chemicals decreased 25.7% year on year.
  5. FY2017-Q1MaterialisedAnnual report

    「In addition, sales of binders for coated paper, a major product in this business segment, declined substantially, partly because the company lost some major customers as a result of production-facility consolidation policies by supplier manufacturers.」

    The company states that it lost major customers as a result of production-facility consolidation policies by supplier manufacturers, causing a substantial decline in sales.
  6. FY2016First statedAnnual report

    「During the current consolidated fiscal year, the group had 1 customer accounting for 10% or more of net sales.」

    The company discloses a certain degree of dependence on a specific supplier and the existence of 1 customer accounting for 10% or more of net sales.
Moved together

"Risks of Intensifying Competition, Raw Material Price and Foreign Exchange Fluctuations, and Delays in Launching New Products" moved the same way as this thread, in the same document, in 5 of its 6 moves.

5443★1234
  1. ★This thread
  2. 1Risks of Intensifying Competition, Raw Material Price and Foreign Exchange Fluctuations, and Delays in Launching New Products5×
  3. 2Operating Profit and Ordinary Profit Turn Positive4×
  4. 3Changes in Overseas Economic Conditions, Political Circumstances, Currencies and Legal Systems4×
  5. 4Contraction of the Paper-Related Market Due to Declining Domestic Paper Demand3×

★ 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
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News
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Dependence on Specific Suppliers and Customers | SOMAR CORPORATION (8152) | Komori