Komori
Toshin Holdings (9444) · RiskRestated

Maturation of and Intensifying Competition in the Mobile Telecommunications Market

First written in FY2016. 27 of 28 entries say "Restated". Latest entry: FY2026.

28entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20262016: 320162017: 420172018: 320182019: 420192020: 320202021: 220212022: 220222023: 320232024: 120242025: 120252026: 22026
Same theme, other companies
Maturation of the Mobile Communications Market and Lengthening Device Replacement CyclesA theme 10 companies write about · 11 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 3 of 6 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. FY2026RestatedAnnual report

    「The Group's operating environment has become increasingly challenging as the market for mobile communications equipment matures and competition intensifies」

    The maturity of and intensifying competition in the mobile telecommunications market continue to be identified as major business environment risks.
  2. 2026-07-14RestatedEarnings

    「As smartphones become more advanced and prices rise, the replacement cycle for devices is tending to lengthen.」

    The Company continued to report higher device prices and a lengthening replacement cycle in the telecommunications market.
  3. FY2025-H1RestatedAnnual report

    「No new business or other risks arose during the current interim consolidated accounting period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in existing risks, including the maturing mobile communications market and intensifying competition.
  4. FY2024RestatedAnnual report

    「The Group's operating environment has become increasingly challenging as the market for mobile communications equipment matures and competition intensifies」

    The maturity and intensifying competition of the mobile communications equipment market continue to be identified as key risks in the operating environment.
  5. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in existing business and other risks, including the maturing mobile communications market and intensifying competition.
  6. FY2024-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in existing business risks, including the maturing mobile communications market and intensifying competition.
  7. FY2023-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year, and there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in existing business and other risks.
  8. FY2023-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in existing business risks, including the maturing mobile communications market and intensifying competition.
  9. FY2023-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in existing business risks, including the maturing mobile communications market and intensifying competition.
  10. FY2022-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in existing business risks, including the maturing mobile communications market and intensifying competition.
  11. FY2021-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year, and there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in existing business risks, including the maturing mobile communications market and intensifying competition.
  12. FY2021-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in existing business risks, including the maturing mobile communications market and intensifying competition.
  13. FY2021-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The existing treatment of business risks, including the maturing mobile communications market and intensifying competition, continues to state that there have been no new developments or material changes.
  14. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year, and there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The Company expressly states that there have been no material changes to existing business risks, including market maturity and intensifying competition.
  15. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The Company expressly states that no new risks have arisen and that there have been no material changes to existing business risks, including market maturity and intensifying competition.
  16. FY2020-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The Company expressly states that there have been no material changes to existing business risks, including market maturity and intensifying competition.
  17. FY2019RestatedAnnual report

    「The Group's operating environment has become increasingly challenging as the market for mobile communications equipment matures and competition intensifies」

    The maturity and intensifying competition of the mobile communications equipment market continue to be identified as key risks in the operating environment.
  18. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year, and there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It explicitly states that there have been no material changes in existing risks, including the maturing mobile communications market and intensifying competition.
  19. FY2019-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The Company expressly states that no new risks have arisen and that there have been no material changes to existing business risks, including market maturity and intensifying competition.
  20. FY2019-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    It explicitly states that there have been no material changes in existing risks, including the maturing mobile communications market and intensifying competition.
  21. FY2018RestatedAnnual report

    「The business environment in which we operate is becoming increasingly challenging as the mobile communications equipment market matures and competition intensifies.」

    The maturation of and intensifying competition in the mobile communications equipment market continue to be explicitly identified as major operating-environment risks.
  22. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The Company expressly states that no new risks have arisen and that there have been no material changes to existing business risks, including market maturity and intensifying competition.
  23. FY2018-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The Company expressly states that there have been no material changes to existing business risks, including market maturity and intensifying competition.
  24. FY2017RestatedAnnual report

    「The business environment in which we operate is becoming increasingly challenging as the mobile communications equipment market matures and competition intensifies.」

    The maturity and intensifying competition of the mobile communications equipment market continue to be identified as key risks in the operating environment.
  25. FY2017-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year, and there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The Company expressly states that there have been no material changes to existing business risks, including market maturity and intensifying competition.
  26. FY2017-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The Company expressly states that no new risks have arisen and that there have been no material changes to existing business risks, including market maturity and intensifying competition.
  27. FY2017-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The Company explicitly states that there have been no material changes to existing business risks, including market maturation and the competitive environment.
  28. FY2016First statedAnnual report

    「The mobile telecommunications market continues to mature, while competition intensifies.」

    Explicitly identifies market maturity and intensifying competition as external risks surrounding the core business.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Toshin Holdings yet. It last moved in the Earnings of 2026-07-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.