Inbound Demand Plateaus
First written in FY2017-Q2. 4 of 6 entries say "Mitigated", first in FY2018-Q2. Latest entry: FY2024-Q1.
The whole theme swung hardest in 2019: 8 of 19 companies on the "Worse" side.
9 other companies' latest entry also says "Mitigated".
- FY2024-Q1MitigatedAnnual report
「Inbound demand has increased as entry restrictions from overseas were eased, and the economy is recovering.」
The filing stated that inbound demand increased as entry restrictions from overseas were eased, indicating a recovery trend different from the previously identified concern that demand had reached a plateau. - FY2020DroppedAnnual reportThe visitors to Japan and inbound demand noted previously are not mentioned individually in this filing.
- FY2018MitigatedAnnual report
「Looking ahead, Japan's economy is expected to remain on a recovery path for the time being, supported by continued infrastructure investment and an increase in visitors to Japan in preparation for the Tokyo Olympics to be held in 2020.」
An increase in visitors to Japan was expected, indicating expanding demand rather than a plateau in inbound demand. - FY2018-Q3MitigatedAnnual report
「In Japan, exports grew against the backdrop of a recovering global economy, while personal consumption recovered as the unemployment rate declined and inbound consumption by visitors to Japan expanded, making the economic recovery increasingly clear.」
The expansion of inbound consumption by visitors to Japan was noted, indicating a recovery in demand in the opposite direction from the previously identified plateau in inbound demand. - FY2018-Q2MitigatedAnnual report
「In the Japanese economy, pressure for wage increases is building as labour shortages become more pronounced. However, the economy is gradually recovering, as corporate earnings improve with increased exports and investment in construction expands through capital investment and growth in the number of visitors to Japan.」
Expansion in construction investment driven by an increase in visitors to Japan and other factors was noted, indicating developments supporting demand in response to the previous concern that inbound demand had reached a plateau. - FY2017-Q2First statedAnnual report
「Corporate results also remained stagnant due to inbound demand reaching a plateau and the advancing appreciation of the yen, while the economy remained flat.」
Inbound demand reaching a plateau was cited for the first time as a factor contributing to stagnation in corporate results and the domestic economy.