Changes in Used-Product Trends, Exchange Rates and Market Prices
First written in FY2024. 1 of 3 entries say "Materialised", first in 2026-04-14. Latest entry: FY2026-H1.
Environment Friendly Holdings Corp. moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).
The whole theme swung hardest in 2023: 4 of 13 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- FY2026-H1ReframedAnnual report
「当該事業は、貴金属の国際市況及び為替相場、需給動向等の影響を受けるほか、安定的な仕入先及び販売先の確保、商品の真正性、入手経路及びトレーサビリティの確認等が重要となります。」
リユース品の流行・為替・市場価格変動リスクが、貴金属の国際市況・為替・需給動向を含むメタルリユースの市場変動リスクとして再整理された。 - 2026-04-14MaterialisedOccurring Fact
「The business environment for digital devices handled in our Group's reuse business, including iPhones and game consoles, changed significantly due to instability in profitability caused by foreign-exchange fluctuations, lower gross margins resulting from changes in market supply and demand, increased business risks arising from policy trends, and lower funding efficiency due to delays in consumption-tax refunds.」
Risks relating to foreign exchange, market supply and demand, policy trends and the timing of consumption-tax refunds were described as reducing profitability, gross margins and funding efficiency, leading to the suspension of digital-device transactions. - FY2024First statedAnnual report
「Sales trends for the iPhones and game consoles mainly handled by the Group are significantly influenced by changes in trends surrounding new and popular products. Sharp fluctuations in exchange rates and sudden changes in market prices could affect the Group's performance.」
The report identified the possibility that product trends, exchange rates and sudden market-price changes could affect sales and performance for iPhones and game consoles.