Impact on profit from changes in the valuation of investment securities
First written in FY2016-Q3. 5 of 25 entries say "Worsened", first in FY2019-Q1. Latest entry: FY2026-H1.
Planet 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 2026: 35 of 81 companies on the "Worse" side.
51 other companies' latest entry also says "Other".
- FY2026-H1Decrease in Valuation DifferenceAnnual report
「Net assets decreased by ¥8.556 million, or 0.2%, from the end of the previous fiscal year to ¥5,627.132 million, mainly due to a decrease in the valuation difference on other securities.」
The decrease in the valuation difference on other securities contributed to the decrease in net assets. - FY2025Full-year confirmation of the decrease in investment securities due to salesAnnual report
「Fixed assets decreased by ¥171.105 million, or 5.1%, from the end of the previous fiscal year to ¥3,165.709 million. This was mainly due to the sale of part of the investment securities and other factors.」
The sale of part of the investment securities resulted in a 5.1% decrease in full-year fixed assets from the end of the previous fiscal year. - FY2025-H1Decrease in investment securities due to salesAnnual report
「Fixed assets decreased by ¥280.923 million, or 8.4%, from the end of the previous fiscal year to ¥3,055.891 million. This was mainly due to a decrease in investment securities resulting from sales and other factors.」
The sale of investment securities resulted in an 8.4% decline in fixed assets from the end of the previous fiscal year. The disclosure now indicates a decrease due to sales, rather than focusing on increases and decreases from valuation changes as before. - FY2024-Q2RestatedAnnual report
「Fixed assets decreased by ¥235.880 million, or 7.3%, from the end of the previous fiscal year to ¥3,002.853 million. This was mainly due to a decline in the valuation of investment securities and other factors.」
The disclosure continues to cite the decline in the valuation of investment securities as a factor behind the decrease in fixed assets. - FY2024-Q1Decrease in valuationAnnual report
「Fixed assets decreased by ¥242.670 million, or 7.5%, from the end of the previous fiscal year to ¥2,996.064 million. This was mainly due to a decline in the valuation of investment securities and other factors. Net assets decreased by ¥158.870 million, or 3.0%, to ¥5,186.565 million, mainly due to a decrease in the valuation difference on other securities.」
Whereas increases in the valuation difference had been cited through the previous period, the first quarter under review saw declines in both the valuation of investment securities and the valuation difference on other securities, contributing to decreases in fixed assets and net assets. - FY2023-Q3Continued increase in valuation differenceAnnual report
「Valuation difference on other securities 588,128 657,074」
The valuation difference on other securities increased from ¥588.128 million at the end of the previous fiscal year to ¥657.074 million, with the positive impact of valuation changes on net assets continuing. - FY2023-Q2Continued increase in valuation differenceAnnual report
「Valuation difference on other securities 588,128 616,433」
The valuation difference on other securities increased from ¥588.128 million at the end of the previous fiscal year to ¥616.433 million, with the positive impact of valuation changes on net assets continuing. - FY2023-Q1Increase in valuation differenceAnnual report
「Net assets increased by ¥73.049 million, or 1.4%, from the end of the previous fiscal year to ¥5,234.317 million, mainly due to an increase in the valuation difference on other securities.」
The increase in the valuation difference on other securities contributed to the increase in net assets. The impact of valuation changes is described as being in an upward direction. - FY2022Shift to an increase in valuationAnnual report
「Fixed assets increased by ¥238.900 million, or 8.6%, from the end of the previous fiscal year to ¥3,019.253 million. This was mainly due to an increase in the valuation of shares in affiliated companies and other factors.」
Whereas declines in valuation had been cited previously, the increase in the valuation of shares in affiliated companies was cited as the main factor behind the increase in fixed assets in FY2022. - FY2022-Q3Shift to a decline in valuationAnnual report
「Investment securities 1,144,694 1,074,666 Valuation difference on other securities 507,494 459,930」
The recorded amount of investment securities decreased from the end of the previous fiscal year, and the valuation difference on other securities also decreased from ¥507.494 million to ¥459.930 million. This represents a change from the previously cited increases in valuation. - FY2022-Q2Continued increase in valuationAnnual report
「Fixed assets increased by ¥191.828 million, or 6.9%, from the end of the previous fiscal year to ¥2,972.181 million. This was mainly due to an increase in the valuation of investment securities and other factors.」
The increase in the valuation of investment securities continues to be cited as the main factor behind the increase in fixed assets, which rose 6.9% from the end of the previous fiscal year. The valuation difference on other securities also increased from ¥507.494 million to ¥653.874 million. - FY2022-Q1Increase in valuation differenceAnnual report
「Net assets increased by ¥12.108 million, or 0.3%, from the end of the previous fiscal year to ¥4,845.129 million, mainly due to an increase in the valuation difference on other securities.」
For investment securities, the increase in the valuation difference on other securities is cited as a factor behind the increase in net assets. - FY2021Continued increase in valuationAnnual report
「Fixed assets increased by ¥243.437 million, or 9.6%, from the end of the previous fiscal year to ¥2,780.352 million. This was mainly due to an increase in the valuation of investment securities and other factors.」
The disclosure shifted from citing declines in valuation through the previous period to continuing to cite the increase in the valuation of investment securities as the main factor behind the increase in fixed assets. - FY2021-Q3Continued increase in valuationAnnual report
「Fixed assets increased by ¥201.274 million, or 7.9%, from the end of the previous fiscal year to ¥2,738.190 million. This was mainly due to an increase in the valuation of investment securities and other factors.」
The increase in the valuation of investment securities continues to be cited as the main factor behind the increase in fixed assets, which rose 7.9% from the end of the previous fiscal year. - FY2021-Q2Continued increase in valuationAnnual report
「Fixed assets increased by ¥110.084 million, or 4.3%, from the end of the previous fiscal year to ¥2,646.999 million. This was mainly due to an increase in the valuation of investment securities and other factors.」
The increase in the valuation of investment securities continues to be cited as the main factor behind the increase in fixed assets, which rose 4.3% from the end of the previous fiscal year. - FY2021-Q1Increase in valuationAnnual report
「Fixed assets increased by ¥39.070 million, or 1.5%, from the end of the previous fiscal year to ¥2,575.985 million. This was mainly due to an increase in the valuation of investment securities and other factors.」
Whereas declines in the valuation of investment securities had been cited through the previous period, the increase in valuation is cited as the main factor behind the increase in fixed assets in the first quarter under review. - FY2020MaterialisedAnnual report
「Due mainly to the recording of a valuation loss on investment securities as an extraordinary loss in the period under review, profit before income taxes decreased by ¥75.454 million, or 10.4%, from the previous fiscal year to ¥647.451 million.」
A valuation loss on investment securities was recorded as an extraordinary loss, resulting in a 10.4% year-on-year decline in profit before income taxes. The cash flow statement shows valuation gains (losses) of ¥100.000 million. - FY2020-Q3WorsenedAnnual report
「Fixed assets decreased by ¥219.785 million, or 7.8%, from the end of the previous fiscal year to ¥2,594.644 million. This was mainly due to a decline in the valuation of investment securities and other factors.」
Fixed assets decreased 7.8% from the end of the previous fiscal year, mainly due to a decline in the valuation of investment securities. The balance of investment securities also decreased from ¥1,280.049 million to ¥1,009.486 million. - FY2020-Q2WorsenedAnnual report
「Fixed assets decreased by ¥3.797 million, or 0.1%, from the end of the previous fiscal year to ¥2,810.632 million. This was mainly due to a decline in the valuation of investment securities and other factors.」
The decline in the valuation of investment securities continues to be cited as a factor behind the decrease in fixed assets. The valuation difference on other securities also decreased from ¥530.023 million to ¥433.163 million. - FY2019-Q3WorsenedAnnual report
「Fixed assets decreased by ¥445.613 million, or 13.8%, from the end of the previous fiscal year to ¥2,773.966 million. This was mainly due to a decline in the valuation of investment securities and other factors.」
The decline in the valuation of investment securities contributed to the decrease in fixed assets. Investment securities decreased from ¥1,552.384 million at the end of the previous fiscal year to ¥1,234.570 million. - FY2019-Q2WorsenedAnnual report
「Fixed assets decreased by ¥414.926 million, or 12.9%, from the end of the previous fiscal year to ¥2,804.653 million. This was mainly due to a decline in the valuation of investment securities and other factors.」
The decline in the valuation of investment securities contributed to the decrease in fixed assets. Investment securities decreased from ¥1,552.384 million to ¥1,241.796 million, and the impact of valuation changes continued. - FY2019-Q1WorsenedAnnual report
「Fixed assets decreased by ¥316.916 million, or 9.8%, from the end of the previous fiscal year to ¥2,902.662 million. This was mainly due to a decline in the valuation of investment securities and other factors.」
The decline in the valuation of investment securities contributed to the decrease in fixed assets. Investment securities decreased from ¥1,552.384 million to ¥1,300.386 million, highlighting the impact of valuation changes. - FY2018MaterialisedAnnual report
「Valuation gains (losses) on investment securities (△ indicates a gain) 9,999」
Valuation gains (losses) on investment securities of ¥9.999 million were recorded in the cash flow statement for the fiscal year under review, resulting in an impact on profit and loss from valuation changes. - FY2016RestatedAnnual report
「Although valuation gains on investment securities and other items were recorded in the previous period, valuation losses on investment securities and other factors resulted in ordinary profit of ¥700.626 million, down 5.5% from the previous period, and net profit of ¥447.845 million, up 0.9% from the previous period.」
The valuation loss on investment securities was a factor behind the decline in ordinary profit for the full year. The valuation loss was quantified at ¥1.855 million. - FY2016-Q3First statedAnnual report
「Although valuation gains on investment securities and other items were recorded in the previous period, valuation losses on investment securities and other factors resulted in ordinary profit of ¥498.416 million, down 7.5% year on year, and quarterly net profit of ¥312.324 million, down 6.0% year on year.」
A valuation loss on investment securities of ¥1.855 million was recorded in the period under review, and the difference from the valuation gains and other items recorded in the same period of the previous year contributed to the declines in ordinary profit and net profit.