Komori
Meiji Holdings (2269) · RiskFirst statedLatest M&A and Subsidiary Changes (2026-07-21): "Materialised"

AustAsia Profitability Deterioration and Impairment Risk Due to Oversupply of Raw Milk in China

First written in FY2025. 2 of 4 entries say "Materialised", first in 2026-05-29. Latest entry: 2026-07-21.

4entries
2years
3from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2025Mitigated2026-03-25Materialised2026-05-29 – 2026-07-212025: 120252026: 32026
Same theme, other companies
Risk of deteriorating earnings and impairment at an equity-method investee due to oversupply of raw milk in ChinaA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

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  2. FY2025First statedAnnual report

    「当連結会計年度においても、中国国内における生乳の供給過多により収益性が悪化しており、純損失を計上していることなどにより、減損の兆候が認められたことから、減損テストを実施しております。」

    AustAsia Group Ltd.について、中国国内の生乳供給過多による収益性悪化と純損失が発生し、減損兆候が認められた。持分法投資損失は66億73百万円で、減損損失自体は認識していない。
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No upcoming earnings preview for Meiji Holdings yet. It last moved in the M&A and Subsidiary Changes of 2026-07-21: "Materialised".
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