Komori
Belc (9974) · RiskMitigated

Risk of Inability to Recover Security Deposits

First written in FY2017. 20 of 27 entries say "Worsened", first in FY2018. Latest entry: FY2027-H1.

27entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2018 – FY2023-Q1WorsenedFY2025-Q1 – 2026-07-102017: 120172018: 120182019: 220192020: 320202021: 320212022: 420222023: 420232024: 420242025: 120252026: 42026
Same theme, other companies
Risk of non-recovery and early termination of lease deposits and security depositsA theme 65 companies write about · 65 as a headwind · 0 as a tailwind

Belc moved to the "Worse" side of this theme in 2018, 5 years before the typical company in this theme (2023).

The whole theme swung hardest in 2017: 7 of 41 companies on the "Worse" side.

14 other companies' latest entry also says "Mitigated".

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 65 companies compared. The sentences above are computed from all 65.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MitigatedAnnual report

    「Security deposits 11,304 11,270」

    The balance of security deposits declined from ¥11,304 million at the end of the previous consolidated fiscal year to ¥11,270 million, slightly reducing exposure to the risk of non-recovery due to the bankruptcy of tenants or similar events.
  2. 2026-07-10WorsenedEarnings

    「Security deposits 11,304 11,333」

    Security deposits increased from ¥11,304 million at the end of February 2026 to ¥11,333 million at the end of May 2026.
  3. FY2026WorsenedAnnual report

    「As of the end of the current consolidated fiscal year, the balance of security deposits paid was ¥11,304 million. These deposits are generally returned in installments over the lease term, but if some or all cannot be recovered because of the financial failure or other circumstances affecting the lessor, this could affect the performance of the Company and its group.」

    The balance of security deposits paid increased from ¥10,849 million in the previous fiscal year to ¥11,304 million, increasing the exposure to the risk of non-recovery.
  4. 2026-04-10WorsenedEarnings

    「Security deposits 10,849 11,304」

    Security deposits increased from ¥10,849 million at the end of the previous consolidated fiscal year to ¥11,304 million, expanding exposure to collection risk.
  5. FY2026-H1WorsenedAnnual report

    「Security deposits paid 10,849 11,021」

    The balance of security deposits paid increased from ¥10,849 million at the end of the previous consolidated fiscal year to ¥11,021 million, updating the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  6. FY2025-H1WorsenedAnnual report

    「Security deposits paid 9,001 9,654」

    The balance of security deposits paid increased from ¥9,001 million at the end of the previous consolidated fiscal year to ¥9,654 million, updating the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  7. FY2025-Q1WorsenedAnnual report

    「Security deposits paid 9,001 9,055」

    The balance of security deposits paid increased from ¥9,001 million at the end of the previous consolidated fiscal year to ¥9,055 million, updating the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  8. FY2024MitigatedAnnual report

    「As of the end of the current consolidated fiscal year, the balance of security deposits paid was ¥9,001 million.」

    The balance of security deposits paid decreased from ¥9,522 million in the previous fiscal year to ¥9,001 million, reducing the exposure to the risk of non-recovery due to the failure or other circumstances affecting the lessor.
  9. FY2024-Q3MitigatedAnnual report

    「Security deposits paid 9,522 9,474」

    The balance of security deposits paid decreased from ¥9,522 million at the end of the previous consolidated fiscal year to ¥9,474 million, slightly reducing the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  10. FY2024-Q2MitigatedAnnual report

    「Security deposits paid 9,522 9,537」

    The balance of security deposits paid increased from ¥9,522 million at the end of the previous consolidated fiscal year to ¥9,537 million, while decreasing from ¥9,590 million in the previous quarterly report; compared with the latest disclosure, the exposure to the risk of non-recovery has declined.
  11. FY2024-Q1WorsenedAnnual report

    「Security deposits paid 9,522 9,590」

    The balance of security deposits paid increased from ¥9,522 million at the end of the previous consolidated fiscal year to ¥9,590 million, updating the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  12. FY2023MitigatedAnnual report

    「As of the end of the current consolidated fiscal year, the balance of security deposits paid was ¥9,522 million. These deposits are generally returned in installments over the lease term, but if some or all cannot be recovered because of the financial failure or other circumstances affecting the lessor, this could affect the performance of the Company and its group.」

    The balance of security deposits paid decreased from ¥9,546 million in the previous fiscal year to ¥9,522 million, slightly reducing the exposure to the risk of non-recovery.
  13. FY2023-Q3WorsenedAnnual report

    「Security deposits paid 9,546 9,564」

    The balance of security deposits paid increased from ¥9,546 million at the end of February 2022 to ¥9,564 million at the end of November 2022, updating the exposure to the risk of non-recovery due to the failure or other circumstances affecting the lessor.
  14. FY2023-Q2MitigatedAnnual report

    「Security deposits paid 9,546 9,516」

    The balance of security deposits paid decreased by ¥30 million from ¥9,546 million at the end of the previous consolidated fiscal year to ¥9,516 million, slightly reducing the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  15. FY2023-Q1WorsenedAnnual report

    「Security deposits paid 9,546 9,553」

    The balance of security deposits paid increased from ¥9,546 million at the end of the previous consolidated fiscal year to ¥9,553 million, updating the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  16. FY2022WorsenedAnnual report

    「As of the end of the current consolidated fiscal year, the balance of security deposits paid was ¥9,546 million. These deposits are generally returned in installments over the lease term, but if some or all cannot be recovered because of the financial failure or other circumstances affecting the lessor, this could affect the performance of the Company and its group.」

    The balance of security deposits paid increased from ¥8,152 million in the previous fiscal year to ¥9,546 million, updating the exposure to the risk of non-recovery.
  17. FY2022-Q3WorsenedAnnual report

    「Security deposits paid 8,152 9,559」

    The balance of security deposits paid increased from ¥8,152 million at the end of the previous consolidated fiscal year to ¥9,559 million at the end of November 2021, updating the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  18. FY2022-Q2WorsenedAnnual report

    「Security deposits paid 8,152 8,622」

    The balance of security deposits paid increased from ¥8,152 million at the end of the previous consolidated fiscal year to ¥8,622 million, updating the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  19. FY2021WorsenedAnnual report

    「As of the end of the current consolidated fiscal year, the balance of security deposits paid was ¥8,152 million. These deposits are generally returned in installments over the lease term, but if some or all cannot be recovered because of the financial failure or other circumstances affecting the lessor, this could affect the performance of the Company and its group.」

    The balance of security deposits paid increased from ¥7,870 million in the previous fiscal year to ¥8,152 million, updating the exposure to the risk of non-recovery due to the failure or other circumstances affecting the lessor.
  20. FY2021-Q3WorsenedAnnual report

    「Security deposits paid 7,870 8,118」

    The balance of security deposits paid increased from ¥7,870 million at the end of the previous consolidated fiscal year to ¥8,118 million at the end of November 2020, updating the exposure to the risk of non-recovery.
  21. FY2021-Q2WorsenedAnnual report

    「Security deposits paid 7,870 8,041」

    The balance of security deposits paid increased from ¥7,870 million at the end of the previous consolidated fiscal year to ¥8,041 million, updating the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  22. FY2020WorsenedAnnual report

    「As of the end of the current consolidated fiscal year, the balance of security deposits paid was ¥7,870 million. These deposits are generally returned in installments over the lease term, but if some or all cannot be recovered because of the financial failure or other circumstances affecting the lessor, this could affect the performance of the Company and its group.」

    The balance of security deposits paid increased from ¥7,761 million in the previous fiscal year to ¥7,870 million, updating the exposure to the risk of non-recovery due to the failure or other circumstances affecting the lessor.
  23. FY2020-Q3WorsenedAnnual report

    「Security deposits paid 7,761 8,007」

    The balance of security deposits paid increased from ¥7,761 million at the end of the previous consolidated fiscal year to ¥8,007 million, updating the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  24. FY2020-Q2WorsenedAnnual report

    「Security deposits paid 7,761 8,006」

    The balance of security deposits paid increased from ¥7,761 million at the end of the previous consolidated fiscal year to ¥8,006 million, updating the exposure to the risk of non-recovery due to the financial failure or other circumstances affecting the lessor.
  25. FY2019WorsenedAnnual report

    「As of the end of the current consolidated fiscal year, the balance of security deposits paid was ¥7,761 million. These deposits are generally returned in installments over the lease term, but if some or all cannot be recovered because of the financial failure or other circumstances affecting the lessor, this could affect the performance of the Company and its group.」

    The balance of security deposits paid increased from ¥7,278 million in the previous fiscal year to ¥7,761 million, updating the exposure to the risk of non-recovery due to the failure or other circumstances affecting the lessor.
  26. FY2018WorsenedAnnual report

    「As of the end of the current consolidated fiscal year, the balance of security deposits paid was ¥7,278 million. These deposits are generally returned in installments over the lease term, but if some or all cannot be recovered because of the financial failure or other circumstances affecting the lessor, this could affect the performance of the Company and its group.」

    The balance of security deposits paid increased from ¥5,334 million in the previous fiscal year to ¥7,278 million, updating the exposure to the risk of non-recovery due to the failure or other circumstances affecting the lessor.
  27. FY2017First statedAnnual report

    「As of the end of the current consolidated fiscal year, the balance of security deposits paid was ¥5,334 million. These deposits are generally returned in installments over the lease term, but if some or all cannot be recovered because of the financial failure or other circumstances affecting the lessor, this could affect the performance of the Company and its group.」

    The disclosure indicates a risk that the ¥5,334 million in security deposits paid may become unrecoverable if the lessor fails or encounters other difficulties.
Moved together

"Impact of Interest-Bearing Debt and Interest Rate Fluctuations on Operating Performance" moved the same way as this thread, in the same document, in 11 of its 27 moves.

1187666★123456
  1. ★This thread
  2. 1Impact of Interest-Bearing Debt and Interest Rate Fluctuations on Operating Performance11×
  3. 2Global Economic Uncertainty and Economic Slowdown8×
  4. 3Impairment Risk for Store Assets7×
  5. 4Slowing Personal Consumption and Consumers’ Cost-Consciousness6×
  6. 5Expansion of Prepared Foods and Convenience Products and Improvement of Store Productivity6×
  7. 6New Store Opening Plan under the Medium-Term Management Plan6×

★ 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
No upcoming earnings preview for Belc yet. It last moved in the Earnings of 2026-07-10: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Inability to Recover Security Deposits | Belc CO.,LTD. (9974) | Komori