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Fabrica Holdings (4193) · RiskSoftened

Uncertainty Caused by the Spread of COVID-19 and Restrictions on Economic Activity

First written in FY2022-Q1. 4 of 10 entries say "Restated". Latest entry: FY2024-Q3.

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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q1 – FY2022SoftenedFY2023-Q3 – FY2024-Q32021: 220212022: 420222023: 320232024: 12024
Same theme, other companies
Risk of COVID-19 impacts on business activities, supply chains, demand and financial performanceA theme 1257 companies write about · 1269 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2020: 103 of 175 companies on the "Worse" side.

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 1283 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3SoftenedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, restrictions on activities related to COVID-19 were eased and progress was made toward normalizing social and economic activity. However, concerns remained about the impact on the global economy of rising prices, global monetary tightening and geopolitical risks, including the prolonged situation in Ukraine, and the outlook continued to be uncertain.」

    The document notes the easing of activity restrictions and progress toward normalizing social and economic activity, indicating that uncertainty centered on the spread of infections and activity restrictions had eased further. However, uncertainty from rising prices, monetary tightening and the situation in Ukraine remains.
  2. FY2024-Q1SoftenedAnnual report

    「During the cumulative first quarter of the current consolidated fiscal year, economic activity in Japan showed signs of picking up as restrictions on activities related to COVID-19 were eased and the disease was downgraded to Category 5, among other developments.」

    The document notes that economic activity picked up as restrictions were eased and COVID-19 was downgraded to Category 5, further reducing uncertainty centered on the spread of infections and activity restrictions.
  3. FY2023SoftenedAnnual report

    「The company believes that the impact of COVID-19 on the operating environment for its group businesses is limited.」

    While the possibility of a further spread of infections and stagnation in economic activity remains a risk, the company indicated that, as of the filing date, the impact on its business environment was limited.
  4. FY2023-Q3SoftenedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, consumption and investment followed a recovery trend under the coexistence of COVID-19 prevention measures and economic activity, as government efforts to balance the two progressed. However, fluctuations in foreign exchange rates and the global inflationary trend had a significant impact on economic activity, leaving the outlook uncertain.」

    The document notes the balancing of infection-prevention measures with economic activity and a recovery trend in consumption and investment, indicating that uncertainty centered on the spread of infections and restrictions on economic activity had eased. However, uncertainty from foreign exchange fluctuations and global inflation remains.
  5. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, Japan's economy recovered despite being affected by a renewed increase in COVID-19 cases in July and August and supply constraints caused by higher resource prices and logistics disruptions. Economic activity also picked up from September as the spread of COVID-19 temporarily eased, but uncertainty remained, including concerns that continued monetary tightening, particularly in the United States, could cause the economy to lose momentum.」

    The document notes a renewed increase in COVID-19 cases and the resulting economic impact, while also noting that the spread of infections eased from September and economic activity picked up.
  6. FY2023-Q1MaterialisedAnnual report

    「COVID-19 delayed the delivery of vehicle parts, extending vehicle repair times.」

    It is stated that delays in the delivery of vehicle parts and longer repair times caused by the pandemic had an actual impact on the auto services group's results.
  7. FY2022RestatedAnnual report

    「The spread of COVID-19 may result in further threats of infection and stagnation of economic activity, among other effects.」

    The possibility of a resurgence in infections and stagnation of economic activity continues to be identified as a risk. At the time of filing, however, the company also indicated that it believed the impact on its business was limited.
  8. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, Japan's economy showed signs of recovery, supported by expectations that policies such as promoting COVID-19 vaccination would help revive economic activity. However, concerns about the spread of infections caused by variants remained, and the outlook continued to be uncertain.」

    While expectations for an economic recovery supported by vaccination and other measures are expressed, concerns about the spread of infections caused by variants and uncertainty about the outlook continue to be noted.
  9. FY2022-Q2RestatedAnnual report

    「Conditions remained challenging due to the impact of COVID-19. Although policies to curb the spread of infections, including the promotion of vaccination, are currently expected to support an economic recovery, the outlook remains uncertain.」

    While expectations for an economic recovery supported by vaccination and other measures are expressed, the uncertainty caused by the pandemic and its potential future impact continues to be noted.
  10. FY2022-Q1First statedAnnual report

    「As the spread of COVID-19 infections remained unabated and restrictions on economic activity continued, the emergence of highly transmissible variants and other factors meant that uncertainty about the outlook persisted.」

    The continued spread of infections and restrictions on economic activity are identified as risks, leaving the outlook uncertain.
Moved together

"Impairment loss on assets used in the Internet services business" moved the same way as this thread, in the same document, in 4 of its 10 moves.

42★12
  1. ★This thread
  2. 1Impairment loss on assets used in the Internet services business4×
  3. 2Risk of Impairment Losses on Property, Plant and Equipment2×

★ 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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Uncertainty Caused by the Spread of COVID-19 and Restrictions on Economic Activity | Fabrica Holdings Co.,Ltd. (4193) | Komori