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Sun A.Kaken (4234) · RiskDropped

Impact of Repeated Natural Disasters on Economic Recovery

First written in FY2019-Q2. 3 of 8 entries say "Restated". Latest entry: FY2022.

8entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019-Q2 – FY2019-Q3OtherFY2021-Q1 – FY20222018: 12019: 120192020: 320202021: 220212022: 12022
Same theme, other companies
Economic stagnation and declining demand caused by natural disasters and adverse weatherA theme 46 companies write about · 46 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 4 of 12 companies on the "Worse" side.

6 other companies' latest entry also says "Dropped".

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 46 companies compared. The sentences above are computed from all 46.
Full recordFilings, disclosures and news, newest first
  1. FY2022DroppedAnnual report
    The impact of natural disasters on the economic recovery, which had been mentioned previously, is not specifically addressed as an economic-environment factor in this annual securities report.
  2. FY2021RestatedAnnual report

    「For laminated products applied to paper and fabric used as tape substrates and for other purposes, orders declined due to lower demand for packaging tape resulting from reduced cargo movement between businesses and a lull in demand for protective tape used in preparation for natural disasters.」

    The increase in demand for protective tape in preparation for natural disasters levelled off and, together with lower demand for packaging tape, became a factor behind the decline in orders.
  3. FY2021-Q3RestatedAnnual report

    「For laminated products applied to paper and fabric used as tape substrates and for other purposes, orders declined due to lower demand for packaging tape caused by logistics disruptions related to COVID-19 and a lull in demand for protective tape used in preparation for natural disasters. However, revenue increased following the acquisition of Sinomura Chemical Industry Co., Ltd. as a subsidiary.」

    Demand for protective tape in preparation for natural disasters, which supported the increase in orders in the previous period, levelled off and, together with lower packaging-tape demand due to logistics disruptions, became a factor behind the decline in orders.
  4. FY2021-Q2Lull in disaster-prevention demandAnnual report

    「For laminated products applied to paper and fabric used as tape substrates and for other purposes, orders declined and revenue fell because logistics remained sluggish due to the impact of COVID-19, reducing demand for packaging tape, while demand for protective tape, which had increased in preparation for natural disasters, levelled off.」

    Demand for protective tape in preparation for natural disasters, which supported the increase in orders in the previous period, levelled off and, together with lower packaging-tape demand due to sluggish logistics, became a factor behind the decline in orders.
  5. FY2021-Q1Increase in orders driven by disaster-prevention demandAnnual report

    「For laminated products applied to paper and fabric used as tape substrates and for other purposes, demand for packaging tape declined due to logistics disruptions caused by the spread of COVID-19. However, orders increased and revenue rose as customers, the tape manufacturers, increased production of protective tape in preparation for natural disasters.」

    Customers' increased production of protective tape in preparation for natural disasters drove higher orders and revenue for laminated products.
  6. FY2020MaterialisedAnnual report

    「For laminated products applied to paper and fabric used as tape substrates and for other purposes, revenue increased as demand grew during the recovery from typhoon damage that occurred last autumn, in addition to expanded transactions with domestic tape manufacturers through rationalisation and pricing measures.」

    The typhoon damage that occurred last autumn was identified as an actual event and as a factor behind higher revenue in industrial materials due to reconstruction demand.
  7. FY2019-Q3RestatedAnnual report

    「In the Japanese economy, the economy is on a moderate recovery track due to a recovery in consumer spending and capital investment and increased exports. However, the pace of the recovery has begun to slow due to higher labour costs associated with increasingly severe labour shortages, natural disasters and the effects of US-China trade friction.」

    The occurrence of natural disasters continues to be identified as a factor slowing the pace of the economic recovery.
  8. FY2019-Q2First statedAnnual report

    「In the Japanese economy, corporate earnings had improved and the economy had been on a moderate recovery track, supported by a recovery in consumer spending and capital investment and resilient domestic and external demand. However, the recovery has begun to lose momentum amid increasingly severe labour shortages and the resulting rise in labour costs, higher crude oil prices, repeated natural disasters and intensifying US-China trade friction.」

    Repeated natural disasters were newly identified as a factor casting a shadow over the recovery of the domestic economy.
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Impact of Repeated Natural Disasters on Economic Recovery | Sun A.Kaken Company,Limited (4234) | Komori