Komori
Autowave (2666) · RiskMaterialised

Decline in insurance-referred repair volumes due to the spread of advanced safety vehicles

First written in FY2020-Q1. 2 of 4 entries say "Materialised", first in FY2020-Q3. Latest entry: FY2020.

4entries
2years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2020-Q1MaterialisedFY2020-Q2 – FY20202019: 220192020: 22020
Same theme, other companies
Decline in demand for insurance-referred repairs due to wider adoption of advanced safety vehiclesA 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.

Full recordFilings, disclosures and news, newest first
  1. FY2020MaterialisedAnnual report

    「鈑金部門につきましては、先進安全自動車などの普及などで、損害保険会社の指定修理工場としての紹介による修理受入台数が減少したものの、店頭での一般修理の受入促進や、作業工程の見直しにより1台当たり単価ならびに利益が上昇した結果、売上高が前期比0.9%増加いたしました。」

    先進安全自動車の普及による保険紹介修理の受入台数減少が続いているが、一般修理の受入促進等により鈑金売上高は前期比0.9%増加した。
  2. FY2020-Q3MaterialisedAnnual report

    「しかしながら、先進安全自動車などの普及で、保険紹介による修理受入台数が減少し、売上高が前年同四半期比1.2%減少いたしました。」

    ASVの普及による保険紹介修理の受入台数減少が続き、鈑金部門の売上高減少として実際に現れている。
  3. FY2020-Q2WorsenedAnnual report

    「しかしながら、ASV(先進安全自動車)の普及などで、保険紹介による修理受入台数が減少し、売上高が前年同四半期比6.2%減少いたしました。」

    ASV普及等による保険紹介修理の受入台数減少が続き、鈑金部門の売上高減少幅は前年同四半期比2.6%減少だった第1四半期から6.2%減少へ拡大した。
  4. FY2020-Q1First statedAnnual report

    「However, the spread of ASVs (advanced safety vehicles) and other factors reduced the number of repairs accepted through insurer referrals, causing revenue to decline 2.6% year on year.」

    The Company explains that the spread of ASVs reduced the number of insurer-referred repairs accepted and caused bodywork revenue to decline 2.6% year on year.
Moved together

"Instability in overseas political and economic conditions, yen appreciation, falling share prices and weaker consumer sentiment" moved the same way as this thread, in the same document, in 3 of its 4 moves.

3222★1234
  1. ★This thread
  2. 1Instability in overseas political and economic conditions, yen appreciation, falling share prices and weaker consumer sentiment3×
  3. 2Contraction of the automotive products market and changes in demand structure2×
  4. 3Demand volatility for winter products due to snowfall and mild winters2×
  5. 4Tighter consumer spending and demand volatility following the October 2019 consumption-tax increase2×

★ 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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