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Hikari Tsushin (9435) · RiskRestated

Maturity of the Mobile Communications Market and Regulatory Changes

First written in FY2016. 11 of 13 entries say "Restated". Latest entry: FY2019.

13entries
4years
0from disclosures
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ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY20192016: 320162017: 420172018: 420182019: 22019
Same theme, other companies
Maturation of the Mobile Communications Market and Lengthening Device Replacement CyclesA theme 9 companies write about · 10 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 1 of 7 companies on the "Worse" side.

6 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.
Full recordFilings, disclosures and news, newest first
  1. FY2019RestatedAnnual report

    「In the SHOP business, as the market continues to mature, the market structure is undergoing rapid change due to the government's competition-promotion policies, the growing availability of low-cost SIM services from mobile virtual network operators (MVNOs), and the provision of new pricing plans.」

    The disclosure reconfirms changes in the market structure resulting from market maturation, government competition-promotion policies, MVNOs and low-cost SIM services, and new pricing plans.
  2. FY2019-Q3RestatedAnnual report

    「In the information and communications sector in which our group operates, as the mobile telecommunications market reaches maturity, competition including mobile virtual network operators (MVNOs) is intensifying, and the market structure is undergoing rapid change through the diversification and lower pricing of charges and services.」

    The disclosure continues to describe changes in the market structure resulting from the maturation of the mobile telecommunications market, competition including MVNOs, and the diversification and lower pricing of charges and services.
  3. FY2019-Q2RestatedAnnual report

    「In the information and communications sector in which our group operates, as the mobile telecommunications market reaches maturity, competition including mobile virtual network operators (MVNOs) is intensifying, and the market structure is undergoing rapid change through the diversification and lower pricing of charges and services.」

    The disclosure continues to describe changes in the market structure resulting from the maturation of the mobile telecommunications market, competition including MVNOs, and the diversification and lower pricing of charges and services.
  4. FY2019-Q1RestatedAnnual report

    「In the information and communications sector in which our group operates, as the mobile telecommunications market reaches maturity, competition including mobile virtual network operators (MVNOs) is intensifying, and the market structure is undergoing rapid change through the diversification and lower pricing of charges and services.」

    The disclosure continues to describe changes in the market structure resulting from the maturation of the mobile telecommunications market, competition including MVNOs, and the diversification and lower pricing of charges and services.
  5. FY2018RestatedAnnual report

    「In the SHOP business, as the market continues to mature, the market structure is undergoing rapid change due to the government's competition-promotion policies, the growing availability of low-cost SIM services from mobile virtual network operators (MVNOs), and the provision of new pricing plans.」

    The disclosure reconfirms changes in the market structure resulting from market maturation, government competition-promotion policies, MVNOs and low-cost SIM services, and new pricing plans.
  6. FY2018-Q3RestatedAnnual report

    「In the information and communications sector in which our group operates, as the mobile telecommunications market reaches maturity, competition including mobile virtual network operators (MVNOs) is intensifying, and the market structure is undergoing rapid change through the diversification and lower pricing of charges and services.」

    The disclosure continues to describe changes in the market structure resulting from the maturation of the mobile telecommunications market, competition including MVNOs, and the diversification and lower pricing of charges and services.
  7. FY2018-Q2RestatedAnnual report

    「In the information and communications sector in which our group operates, as the mobile telecommunications market reaches maturity, competition including mobile virtual network operators (MVNOs) is intensifying, and the market structure is undergoing rapid change through the diversification and lower pricing of charges and services.」

    The disclosure continues to describe changes in the market structure resulting from the maturation of the mobile telecommunications market, competition including MVNOs, and the diversification and lower pricing of charges and services.
  8. FY2018-Q1RestatedAnnual report

    「In the information and communications sector in which our group operates, as the mobile telecommunications market reaches maturity, competition including mobile virtual network operators (MVNOs) is intensifying, and the market structure is undergoing rapid change through the diversification and lower pricing of charges and services.」

    The disclosure continues to describe changes in the market structure resulting from the maturation of the mobile telecommunications market, competition including MVNOs, and the diversification and lower pricing of charges and services.
  9. FY2017RestatedAnnual report

    「As the mobile telecommunications market continues to mature, the market structure is undergoing rapid change due to the government's competition-promotion policies, the growing availability of low-cost SIM services from mobile virtual network operators (MVNOs), and the launch of new pricing plans for long-term customers.」

    The disclosure continues to describe changes in the market structure resulting from market maturation, government competition-promotion policies, MVNOs and low-cost SIM services, and new pricing plans.
  10. FY2017-Q3RestatedAnnual report

    「As the mobile telecommunications market continues to mature, the competitive environment is undergoing significant change due to the government's competition-promotion policies, the growing availability of low-cost SIM services from mobile virtual network operators (MVNOs), and the launch of new pricing plans for long-term customers.」

    The disclosure continues to describe changes in the competitive environment resulting from the maturation of the mobile telecommunications market, government competition-promotion policies, the growing availability of MVNOs and low-cost SIM services, and new pricing plans.
  11. FY2017-Q2RestatedAnnual report

    「In mobile phone sales, our group also saw a decline in unit sales due to the maturation of the mobile telecommunications market, the abolition of "effectively ¥0" handsets, and other factors.」

    The decline in unit sales resulting from market maturation and the abolition of "effectively ¥0" handsets continues to be described as an impact that actually occurred.
  12. FY2017-Q1MaterialisedAnnual report

    「In mobile phone sales, our group also saw a decline in unit sales due to the maturation of the mobile telecommunications market and the abolition of "effectively ¥0" handsets.」

    The disclosure states not only that market maturation and the abolition of "effectively ¥0" handsets represent ongoing changes in the business environment, but also that the resulting decline in unit sales actually occurred.
  13. FY2016First statedAnnual report

    「As the mobile communications market matures, the market is undergoing major changes as a result of government measures to promote competition, including the abolition of effectively free mobile handsets, the entry of mobile virtual network operators (MVNOs), mandatory SIM unlocking and the introduction of new pricing plans.」

    Describes market maturity and changes in handset sales conditions, MVNOs, SIM unlocking and pricing plans as changes in the business environment.
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Maturity of the Mobile Communications Market and Regulatory Changes | HIKARI TSUSHIN,INC. (9435) | Komori