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Yamashita Health Care Holdings (9265) · RiskRestated

Intensifying Competition and Pricing Pressure from New Entrants and Industry Consolidation

First written in FY2018-Q3. 11 of 13 entries say "Restated". Latest entry: FY2022-Q1.

13entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2022-Q12018: 320182019: 420192020: 420202021: 22021
Same theme, other companies
Deterioration of the Competitive Environment from Cross-Industry and Cross-Format Competition and Industry RestructuringA theme 72 companies write about · 71 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 21 of 39 companies on the "Worse" side.

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

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 72 companies compared. The sentences above are computed from all 72.
Full recordFilings, disclosures and news, newest first
  1. FY2022-Q1RestatedAnnual report

    「In the medical equipment industry, as the COVID-19 pandemic has had a significant impact on the operating environment for medical institutions, companies are increasingly required to have the ability to propose services that meet medical institutions' needs and help improve their management, as well as to improve profitability through price competitiveness and cost reductions. Competition among companies is expected to intensify further.」

    The continued intensification of competition is presented as the outlook against the backdrop of the challenging operating environment for medical institutions caused by the COVID-19 pandemic.
  2. FY2021-Q3RestatedAnnual report

    「In the medical equipment industry, as the operating environment for medical institutions has become extremely challenging because of the COVID-19 pandemic, companies are increasingly required to have the ability to propose services that help medical institutions improve their management, as well as to improve profitability through price competitiveness and cost reductions, and competition among companies is intensifying further.」

    Intensifying competition continues to be disclosed against the backdrop of the worsening operating environment for medical institutions caused by the COVID-19 pandemic.
  3. FY2021-Q1RestatedAnnual report

    「Companies are increasingly required to have the ability to propose services that help medical institutions improve their management during the COVID-19 pandemic, as well as to improve profitability through price competitiveness and cost reductions, and competition among companies is intensifying further.」

    The intensification of competition over proposal capabilities, price competitiveness, and cost reductions in support of medical institutions during the COVID-19 pandemic was reaffirmed.
  4. FY2020RestatedAnnual report

    「Companies are increasingly required to have the ability to propose services that help medical institutions improve their management, as well as to improve profitability through price competitiveness and cost reductions, and competition among companies is intensifying further.」

    Intensifying competition over proposals for medical institutions, price competitiveness, and cost reductions continues to be identified.
  5. FY2020-Q3RestatedAnnual report

    「Against this backdrop, companies are increasingly required to have the ability to propose services that help medical institutions improve their management, as well as to improve profitability through price competitiveness and cost reductions, and competition among companies is intensifying further.」

    Intensifying competition over proposals for medical institutions, price competitiveness, and profitability through cost reductions continues to be disclosed.
  6. FY2020-Q2RestatedAnnual report

    「Technological innovation, including in medical ICT, is advancing rapidly, and competition among companies is intensifying further amid an increase in new entrants crossing industry boundaries and more active moves toward industry consolidation.」

    Intensifying competition driven by technological innovation, including medical ICT, new entrants, and industry consolidation continues to be disclosed.
  7. FY2020-Q1RestatedAnnual report

    「In addition, as technological innovation rapidly advances in medical and related fields, competition among companies is intensifying further amid an increase in new entrants crossing industry boundaries and more active moves toward industry consolidation.」

    Intensifying competition driven by technological innovation, new entrants, and industry consolidation continues to be disclosed.
  8. FY2019RestatedAnnual report

    「In addition, as technological innovation rapidly advances in medical and related fields, competition among companies is intensifying further amid an increase in new entrants crossing industry boundaries and more active moves toward industry consolidation.」

    Intensifying competition driven by technological innovation, new entrants, and industry consolidation continues to be identified as an external-environment risk.
  9. FY2019-Q3RestatedAnnual report

    「Competition among companies is intensifying further, with demand increasing not only for the ability to propose services that help medical institutions improve their management, but also for greater price competitiveness and improved profitability through cost reductions.」

    Intensifying competition continues to be identified in an environment requiring proposals that help medical institutions improve management and stronger price competitiveness.
  10. FY2019-Q2RestatedAnnual report

    「In the medical equipment industry to which our Group belongs, the business environment is becoming increasingly challenging, partly because of the impact of lower selling prices for medical materials following the medical reimbursement rate revision in April 2018, while competition among companies is intensifying further.」

    Lower selling prices for medical materials, a more challenging business environment, and intensifying competition continue to be identified as external conditions.
  11. FY2019-Q1RestatedAnnual report

    「Competition among companies is intensifying further owing to the impact of lower selling prices for medical materials following the medical reimbursement rate revision implemented in April this year.」

    Intensifying competition against the backdrop of lower prices following the medical reimbursement rate revision continues to be identified as an external industry condition.
  12. FY2018WorsenedAnnual report

    「As technological innovation advances rapidly, competition among companies is intensifying further amid an increase in new entrants crossing industry boundaries and more active moves toward industry consolidation.」

    In addition to the previously identified risks of new entrants from other industries and industry consolidation, these trends are described as becoming more active, strengthening the wording regarding intensifying competition.
  13. FY2018-Q3First statedAnnual report

    「In the medical equipment industry, competition among companies is becoming increasingly intense amid entry by companies from other industries and industry consolidation, and the impact of revisions to medical service fees on selling prices for medical materials is also anticipated.」

    Intensifying competition and its impact on selling prices are identified as external risks.
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Intensifying Competition and Pricing Pressure from New Entrants and Industry Consolidation | YAMASHITA HEALTH CARE HOLDINGS,INC. (9265) | Komori