Komori
Santo (1788) · RiskRestated

Concerns over the impact of US-China trade tensions on manufacturing

First written in FY2019-Q2. 11 of 14 entries say "Restated". Latest entry: FY2025-H1.

14entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019-Q3 – FY2020-Q2RestatedFY2021-Q1 – FY2025-H12019: 220192020: 220202021: 320212022: 220222023: 220232024: 220242025: 1
Same theme, other companies
Global Economic Uncertainty from US-China Tensions and COVID-19A theme 44 companies write about · 45 as a headwind · 0 as a tailwind

Santo moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).

The whole theme swung hardest in 2019: 13 of 36 companies on the "Worse" side.

17 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.
Showing 14 of the 44 companies compared. The sentences above are computed from all 44.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    Stated that there had been no material change in existing risks, including concerns about the impact of US-China trade friction on manufacturing.
  2. FY2024-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    Stated that there had been no material change in existing risks, including concerns about the impact of US-China trade friction on manufacturing.
  3. FY2024-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    Stated that there had been no material change in existing risks, including concerns about the impact of US-China trade friction on manufacturing.
  4. FY2024-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    Stated that there had been no material change in existing risks, including concerns about the impact of US-China trade friction on manufacturing.
  5. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    Stated that there had been no material change in existing risks, including concerns about the impact of US-China trade friction on manufacturing.
  6. FY2023-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    Stated that there had been no material change in concerns about the impact of US-China trade friction on manufacturing.
  7. FY2022-Q3RestatedAnnual report

    「During the cumulative third-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    Stated that there had been no material change in concerns about the impact of US-China trade friction on manufacturing.
  8. FY2022-Q1RestatedAnnual report

    「During the cumulative first-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    Stated that there had been no material change in concerns about the impact of US-China trade friction on manufacturing.
  9. FY2021-Q3RestatedAnnual report

    「During the cumulative third-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    Stated that there had been no material change in concerns about the impact of US-China trade friction on manufacturing.
  10. FY2021-Q2RestatedAnnual report

    「During the cumulative second-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    Stated that there had been no material change in concerns about the impact of US-China trade friction on manufacturing.
  11. FY2021-Q1RestatedAnnual report

    「During the cumulative first-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    Stated that there had been no material change in concerns about the impact of US-China trade friction on manufacturing.
  12. FY2020-Q2WorsenedAnnual report

    「During the cumulative second quarter, Japan's economy remained challenging overall. Manufacturing activity stagnated due to the impact of US-China trade friction, while domestic demand was affected by a decline in personal consumption following the increase in the consumption tax rate.」

    Stated that manufacturing activity had stagnated in addition to the impact of US-China trade friction, resulting in a challenging economic environment.
  13. FY2019-Q3WorsenedAnnual report

    「Although inventory adjustments in manufacturing have progressed, activity has remained weak due in part to the impact of US-China trade friction and the slowdown in the Chinese economy.」

    Stated that manufacturing activity remained weak against the backdrop of US-China trade friction and the slowdown in the Chinese economy.
  14. FY2019-Q2First statedAnnual report

    「Manufacturing activity remains a concern amid the impact of US-China trade friction」

    First identified the potential impact of US-China trade friction on manufacturing activity as an economic-environment concern.
Moved together

"Deterioration in Operating Cash Flow and Decline in Cash Balance Due to an Increase in Trade Receivables" moved the same way as this thread, in the same document, in 2 of its 14 moves.

22★12
  1. ★This thread
  2. 1Deterioration in Operating Cash Flow and Decline in Cash Balance Due to an Increase in Trade Receivables2×
  3. 2Decline in the Equity Ratio2×

★ 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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