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Toabo (3204) · RiskMaterialised

Impact of Yen Appreciation on Domestic Sales, Foreign-Currency Sales and the Chinese Subsidiary's Performance

First written in FY2016-Q2. 7 of 11 entries say "Restated". Latest entry: FY2026-H1.

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11years
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ProgressHeldSoftenedWorseRestatedFY2016-Q3 – FY20252016: 220162017: 120172018: 020182019: 120192020: 020202021: 020212022: 220222023: 120232024: 220242025: 020252026: 22026
Same theme, other companies
Impact of Foreign Exchange Movements and Foreign-Currency-Denominated Transactions on Business PerformanceA theme 476 companies write about · 414 as a headwind · 20 as a tailwind

Toabo moved to the "Worse" side of this theme in 2026, 8 years after the typical company in this theme (2018).

The whole theme swung hardest in 2025: 71 of 159 companies on the "Worse" side.

23 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 490 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MaterialisedAnnual report

    「The Textile segment recorded higher revenue through the acquisition of new projects, but profit did not improve due to the impact of foreign exchange rates and higher wool prices.」

    為替の影響が、テキスタイル部門で増収にもかかわらず損益改善に至らない要因として実際の業績に現れた。
  2. FY2025RestatedAnnual report

    「当社グループは、国内外において外貨建て取引を行っております。外貨建て取引に対しては、為替変動のリスクを軽減するために為替予約によるヘッジを行っております。しかしながら、為替レートが大幅に変動した場合には、経営成績及び財政状態等に影響を及ぼす可能性があります。」

    外貨建取引、為替予約によるヘッジ、為替レートの大幅変動リスクを継続して記載している。
  3. FY2024-H1RestatedAnnual report

    「原材料およびエネルギー価格の高止まりや為替の動向など、先行き不透明な状況が続いております。」

    為替の動向が、原材料・エネルギー価格の高止まりと並ぶ先行き不透明要因として継続して記載されている。
  4. FY2024-Q1RestatedAnnual report

    「原材料およびエネルギー価格の高止まりや為替の動向など、先行き不透明な状況が続いております。」

    為替の動向が、原材料・エネルギー価格の高止まりと並ぶ先行き不透明要因として継続して記載されている。
  5. FY2023-Q1急激な為替変動の明示Annual report

    「主要各国の金融引締めによる急激な為替変動等、景気の先行きは依然として不透明な状況が続いております。」

    従来の円高・円安による個別事業への影響に加え、主要各国の金融引締めに伴う急激な為替変動が経済環境上の不透明要因として明示された。
  6. FY2022-Q3RestatedAnnual report

    「ロシアのウクライナ侵攻を受けたエネルギー価格の高騰に加え、急激な円安によって物価が上昇するなど、先行きは不透明感を増しております。」

    従来の円高影響とは異なる急激な円安による物価上昇を、引き続き経済環境上の影響要因として記載している。
  7. FY2022-Q2Shift from Yen Appreciation to Yen DepreciationAnnual report

    「急激な円安によって物価が上昇するなど、先行きは不透明感を増しております。」

    従来の円高による海外販売・中国子会社への影響とは異なり、急激な円安による物価上昇が経済環境の変化として記載された。
  8. FY2018RestatedAnnual report

    「Because the results of overseas consolidated subsidiaries and equity-method affiliates are translated into yen when preparing the consolidated financial statements, their yen-denominated value may fluctuate significantly depending on the exchange rate used for translation, potentially affecting operating performance and financial position.」

    Foreign exchange risk arising from foreign-currency transactions and the yen translation of overseas entities continues to be identified as a risk item.
  9. FY2016RestatedAnnual report

    「In the textiles segment, women’s fabrics for suburban specialty stores performed well, but men’s fabrics recorded lower revenue because orders for the spring/summer 2016 season declined and overseas sales were affected by yen appreciation.」

    Yen appreciation affected overseas sales and emerged as a factor behind lower full-year revenue. The Chinese subsidiary also reported lower revenue due to foreign exchange movements.
  10. FY2016-Q3RestatedAnnual report

    「Sales of men's fabrics declined due to lower orders for the Spring/Summer 2016 season, lower domestic sales caused by yen appreciation, and a decline in the yen-denominated value of dollar-denominated sales. The Chinese subsidiary manufacturing and selling automotive interior materials increased sales due to the launch of redesigned vehicle models and the tax reduction for small vehicles, but its sales declined because of foreign exchange effects.」

    The impact of yen appreciation and foreign exchange movements on domestic apparel sales, dollar-denominated sales, and the Chinese subsidiary’s revenue continues to be reflected in the performance commentary.
  11. FY2016-Q2MaterialisedAnnual report

    「Sales of men's fabrics declined due to lower orders for the Spring/Summer 2016 season, lower domestic sales caused by yen appreciation, and a decline in the yen-denominated value of dollar-denominated sales. The Chinese subsidiary manufacturing and selling automotive interior materials increased sales due to the launch of redesigned vehicle models and the tax reduction for small vehicles, but its sales declined because of foreign exchange effects.」

    The impact of yen appreciation and foreign exchange movements on domestic and dollar-denominated apparel sales and on the Chinese subsidiary's revenue is reflected in the business performance discussion.
Moved together

"Weak demand for apparel and electronic materials, along with a decline in orders" moved the same way as this thread, in the same document, in 2 of its 11 moves.

22★12
  1. ★This thread
  2. 1Weak demand for apparel and electronic materials, along with a decline in orders2×
  3. 2Decrease in new enrollees in the driver training business2×

★ 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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Impact of Yen Appreciation on Domestic Sales, Foreign-Currency Sales and the Chinese Subsidiary's Performance | Toabo Corporation (3204) | Komori