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Takihyo (9982) · RiskWorsened

Sales and bad-debt risk arising from customer concentration and deterioration in customers' financial condition

First written in FY2017. 4 of 7 entries say "Worsened", first in FY2022. Latest entry: FY2025.

7entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2018 – FY2019WorsenedFY2022 – FY20252017: 120172018: 120182019: 120192020: 020202021: 020212022: 120222023: 120232024: 120242025: 12025
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 164 companies write about · 164 as a headwind · 0 as a tailwind

Takihyo moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).

The whole theme swung hardest in 2017: 10 of 65 companies on the "Worse" side.

49 other companies' latest entry also says "Worsened".

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 164 companies compared. The sentences above are computed from all 164.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「SHIMAMURA Co.,Ltd. 19,381 33.6 22,201 36.6」

    The sales ratio for SHIMAMURA, a major customer, increased from 33.6% in the previous fiscal year to 36.6%, indicating a numerical increase in concentration on a specific customer.
  2. FY2024WorsenedAnnual report

    「Our group's dependence on its top 5 customers for sales is approximately 47.4%.」

    Dependence on the top 5 customers for sales increased from approximately 47.1% in the previous fiscal year to approximately 47.4%.
  3. FY2023WorsenedAnnual report

    「Our group's dependence on its top 5 customers for sales is approximately 47.1%.」

    Dependence on the top 5 customers increased from approximately 46.2% in the previous fiscal year to approximately 47.1%.
  4. FY2022WorsenedAnnual report

    「The top 5 customers of our group account for approximately 46.2% of sales. Our group continually seeks to strengthen close relationships with its major customers while making the expansion of new sales channels an important sales policy.」

    Dependence on the top 5 customers increased from approximately 43.0% in the previous fiscal year to approximately 46.2%.
  5. FY2019MitigatedAnnual report

    「The top 5 customers of our group account for approximately 43.0% of sales. Our group continually seeks to strengthen close relationships with its major customers while making the expansion of new sales channels an important sales policy.」

    Dependence on the top 5 customers declined from approximately 46.5% in the previous fiscal year to approximately 43.0%.
  6. FY2018MitigatedAnnual report

    「Our group's dependence on its top 5 customers for sales is approximately 46.5%.」

    Dependence on the top 5 customers declined from the approximately 47.1% previously reported to approximately 46.5%.
  7. FY2017First statedAnnual report

    「Our group's dependence on its top 5 customers for sales is approximately 47.1%. While our group continually seeks to strengthen close relationships with its major customers and considers expanding new sales channels an important sales policy, our group's results may be affected if transactions are interrupted or their continuation is impaired due to unforeseen circumstances such as changes in a customer's management policy.」

    Quantifies the dependence on the top 5 customers at approximately 47.1% and describes the risk of suspended transactions and bad debts resulting from changes in customers' business policies or their insolvency.
Moved together

"Reducing selling, general and administrative expenses" moved the same way as this thread, in the same document, in 2 of its 7 moves.

222222★123456
  1. ★This thread
  2. 1Reducing selling, general and administrative expenses2×
  3. 2Raising Funds through Long-Term Borrowings2×
  4. 3Rebuilding the OEM and ODM business to emphasize distinctive characteristics and strengths2×
  5. 4Expanding the Retail Business and Developing the Market through In-House Branding2×
  6. 5Impairment of Software and Other Fixed Assets and Reversal of Deferred Tax Assets Due to More Conservative Earnings Outlook2×
  7. 6Production Suspensions, Delivery Delays, and Declining Sales Due to COVID-192×

★ 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.

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Sales and bad-debt risk arising from customer concentration and deterioration in customers' financial condition | Takihyo Co.,Ltd. (9982) | Komori