Komori
Asulina (3647) · RiskReframed

Risk of fluctuations in power generation due to weather, disasters and equipment deterioration

First written in FY2018. 2 of 4 entries say "Reframed", first in FY2021. Latest entry: FY2024.

4entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2018ReframedFY2021MitigatedFY20232018: 12019: 020192020: 020202021: 020212022: 120222023: 120232024: 12024
Same theme, other companies
Climate change and weather-related fluctuations in power generation and agricultural yieldsA theme 25 companies write about · 25 as a headwind · 2 as a tailwind

Asulina moved to the "Worse" side of this theme in 2024, 5 years after the typical company in this theme (2019).

The whole theme swung hardest in 2018: 3 of 8 companies on the "Worse" side.

1 other company's latest entry also says "Reframed".

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 25 companies compared. The sentences above are computed from all 25.
Full recordFilings, disclosures and news, newest first
  1. FY2024ReframedAnnual report

    「As global warming progresses, there are concerns that impacts such as rising seawater temperatures and increased precipitation could increase the risks of reduced hours of sunlight and lower wind speeds.」

    The explanation of the risk of fluctuations in power generation due to climate change was expanded beyond reduced hours of sunlight to include the effects of lower wind speeds, rising seawater temperatures and increased precipitation. Responses including equipment designed for extreme weather conditions, monitoring, insurance and inspections are also disclosed.
  2. FY2023MitigatedAnnual report

    「Accordingly, the Company’s group is designing its facilities to withstand extreme weather conditions and working to strengthen its monitoring systems so that it can promptly identify abnormalities at its power plants.」

    In response to risks including reduced hours of sunlight due to climate change, the disclosure specifies equipment designed for extreme weather conditions and strengthened power plant monitoring systems.
  3. FY2021ReframedAnnual report

    「Because a reduction in sunshine hours directly leads to lower electricity sales revenue at solar power plants, climate change may affect the performance of our Group.」

    The risk of fluctuations in power generation due to weather conditions, equipment degradation and disasters was expanded to include reduced hours of sunlight as a climate-change pathway associated with global warming.
  4. FY2018First statedAnnual report

    「Power generation at solar power plants is affected by weather conditions. If equipment degradation or accidents such as natural disasters or fires cause an unexpected divergence between projected and actual power generation, this could affect the performance of the Company’s group.」

    The disclosure newly specifies the risk that weather conditions, equipment degradation, natural disasters and fires could cause actual power generation to diverge from projections.
Moved together

"Growing Earnings Contribution from the Environment-Related Business" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222★123
  1. ★This thread
  2. 1Growing Earnings Contribution from the Environment-Related Business2×
  3. 2Shareholder Return Policy Based on a Year-End Dividend2×
  4. 3Internal Control and Staffing Expansion Risks Associated with Small Organizations2×

★ 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.

When this could move next
Asulina's next results are scheduled for 2026-10-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.