Komori
Tomoku (3946) · RiskMaterialised

Risk of Damage to Production, Logistics and Sales Facilities from Earthquakes, Typhoons and Other Natural Disasters

First written in FY2017. 7 of 9 entries say "Materialised", first in FY2019-Q2. Latest entry: FY2024.

9entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017MaterialisedFY2019-Q2 – FY2021RestatedFY20222017: 120172018: 120182019: 120192020: 220202021: 120212022: 120222023: 120232024: 12024
Same theme, other companies

Tomoku moved to the "Worse" side of this theme in 2018, 2 years before the typical company in this theme (2020).

The whole theme swung hardest in 2018: 34 of 132 companies on the "Worse" side.

36 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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 536 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024MaterialisedAnnual report

    「Domestic demand for corrugated cardboard fell below the previous year as consumers continued to hold back on purchases and favor thrift amid continued product price increases, particularly for food products, compounded by the impact of poor produce harvests caused by extreme heat and insufficient rainfall.」

    Poor crop yields for vegetables and fruit due to extreme heat and insufficient rainfall affected year-on-year demand for corrugated cardboard, with weather-related business impacts now reflected in results.
  2. FY2024-Q2MaterialisedAnnual report

    「Domestic demand for corrugated cardboard fell below the previous year due to continued consumer restraint and thrift-consciousness following product price increases, particularly for food products, as well as the impact of poor produce harvests caused by extreme heat and insufficient rainfall.」

    Weather factors such as extreme heat and insufficient rainfall affected demand for corrugated packaging, resulting in a year-on-year decline through poor crop conditions for fresh produce.
  3. FY2022RestatedAnnual report

    「Major earthquakes, typhoons, and other natural disasters could cause extensive damage to the Group's production, logistics, sales, and other sites, potentially affecting the Group's operating results and other aspects.」

    The risk of damage to production, logistics, and sales sites from earthquakes, typhoons, and other events continues to be disclosed.
  4. FY2021MaterialisedAnnual report

    「Domestic demand for corrugated packaging remained below the previous year's level due to requests associated with 2 declarations of a state of emergency, including refraining from going out, shortened business hours for restaurants, and working from home, as well as adverse weather such as record heavy rain in July and heavy snowfall from mid-December.」

    Natural factors such as record heavy rain and heavy snowfall have actually affected the business as a year-on-year decline in demand for corrugated packaging.
  5. FY2020MaterialisedAnnual report

    「In the housing industry, government measures supporting home purchases after the consumption tax increase were implemented, in addition to steady improvement in employment and income conditions and continued low mortgage rates. However, demand for home construction remained weak, partly because of the impact of the consumption tax increase and major natural disasters, with visitor numbers at housing exhibition centers declining year on year.」

    The effects of major natural disasters have appeared in actual results as a year-on-year decline in visitors to housing exhibition centers and weak housing demand.
  6. FY2020-Q3MaterialisedAnnual report

    「Although demand for corrugated packaging for food products, mail-order and delivery services, and other applications increased amid a domestic economy showing steady improvement, demand lacked momentum due to the consumption tax increase, the prolonged rainy season, and typhoons, and production is expected to be slightly below the level of the same period of the previous year.」

    The effects of the prolonged rainy season and typhoons have actually emerged as a lack of momentum in demand for corrugated packaging.
  7. FY2019MaterialisedAnnual report

    「There were also higher costs associated with vehicle shortages and soaring fuel prices, as well as cost increases caused by a succession of natural disasters, but」

    Higher costs caused by natural disasters have appeared in the results of the transportation and warehousing business.
  8. FY2019-Q2MaterialisedAnnual report

    「Demand for corrugated packaging declined for fresh produce due to the effects of extreme heat and natural disasters, but」

    The impact of natural disasters and other factors has actually emerged as a decline in demand for corrugated packaging for fresh produce.
  9. FY2017First statedAnnual report

    「Major earthquakes, typhoons, and other natural disasters could cause extensive damage to the Group's production, logistics, sales, and other sites, potentially affecting the Group's operating results and financial position.」

    The potential general impact of natural disasters on production, logistics, and sales sites is identified as a business risk.
Moved together

"Decline in Homes Sold Due to Delays in Housing Starts" moved the same way as this thread, in the same document, in 6 of its 9 moves.

665544★123456
  1. ★This thread
  2. 1Decline in Homes Sold Due to Delays in Housing Starts6×
  3. 2Solid demand for home purchases underpinned by policy support and low interest rates6×
  4. 3Logistics Constraints Caused by Driver and Vehicle Shortages5×
  5. 4Sluggish Demand for Detached Homes5×
  6. 5Increase in demand for corrugated cardboard for processed foods, e-commerce and delivery services4×
  7. 6Increase in logistics costs due to rising fuel prices4×

★ 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
Tomoku's next results are scheduled for 2026-10-30. Read the earnings preview
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