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Koa Shoji Holdings (9273) · RiskWorsened

Competitors’ adoption of analytical facilities and high-potency manufacturing plants

First written in FY2018. 2 of 4 entries say "Worsened", first in FY2019. Latest entry: FY2023.

4entries
6years
0from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2018WorsenedFY2019RestatedFY20212018: 120182019: 120192020: 020202021: 120212022: 020222023: 12023
Same theme, other companies
Competitors' replication of analytical facilities and highly potent manufacturing capabilitiesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2023WorsenedAnnual report

    「However, competitors are also taking steps to make comparable capital investments and deploy specialized personnel, which could temporarily weaken the Group's competitiveness.」

    In addition to the existing risk of competitors following with analytical equipment and construction of similar plants, the company explicitly identifies competitors' deployment of specialized personnel and the possibility of a temporary decline in competitiveness.
  2. FY2021RestatedAnnual report

    「However, the Group's competitive advantages could be undermined by competitors' introduction of analytical equipment or construction of similar plants, potentially affecting the Group's operating results and financial condition.」

    The company reconfirms the risk of competitors following with analytical equipment and high-potency injectable drug plants.
  3. FY2019WorsenedAnnual report

    「Meanwhile, the business environment for contract manufacturing is expected to become more challenging as competitors expand their contract manufacturing businesses in the high-potency pharmaceutical field and new entrants from other industries enter the market.」

    In addition to the existing risk of competitors following with analytical equipment and similar plants, the company explicitly identifies expansion by competitors into high-potency contract manufacturing and new entry from other industries.
  4. FY2018First statedAnnual report

    「The Group's competitive advantages could be undermined by competitors' introduction of analytical equipment or construction of similar plants, potentially affecting the Group's operating results and financial condition.」

    The company positions its analytical capabilities and high-potency injectable drug plant as competitive advantages, while identifying the risk of competitors following suit.
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Koa Shoji Holdings's next results are scheduled for 2026-11-06. Read the earnings preview
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Competitors’ adoption of analytical facilities and high-potency manufacturing plants | KOA SHOJI HOLDINGS CO.,LTD. (9273) | Komori