Intermestic (262A) · RiskMaterialised
Exchange-Rate Fluctuations Affecting Imported Purchases and Overseas Subsidiaries
First written in FY2024. 1 of 2 entries say "Materialised", first in FY2025-H1. Latest entry: FY2025-H1.
2entries
1years
0from disclosures
How it moved
Same theme, other companies
Earnings impact from exchange-rate fluctuations and foreign-currency-denominated transactionsA theme 480 companies write about · 418 as a headwind · 20 as a tailwind
Intermestic moved to the "Worse" side of this theme in 2025, 6 years after the typical company in this theme (2019).
The whole theme swung hardest in 2025: 71 of 159 companies on the "Worse" side.
24 other companies' latest entry also says "Materialised".
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 195 companies compared. The sentences above are computed from all 195.Comparing 200 of the theme's 494 threads.Full recordFilings, disclosures and news, newest first
- FY2025-H1MaterialisedAnnual report
「In Hong Kong, the effects of the economic slowdown and foreign exchange movements were observed.」
This states that the Hong Kong business was in fact affected by foreign exchange movements. - FY2024First statedAnnual report
「Sharp movements in foreign exchange rates could have a material impact on the Group’s results of operations and financial position through higher costs for imported goods and fluctuations in the yen-denominated financial statement figures of overseas consolidated subsidiaries.」
The response measures include foreign exchange forward contracts and diversification of production sites.