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J-Stream (4308) · FactRestated

Recovery in Inbound Demand and Domestic Consumption

First written in FY2018-Q1. 7 of 15 entries say "Restated". Latest entry: FY2024-Q1.

15entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseReframedFY2018-Q2 – FY2019-Q1RestatedFY2019-Q2 – FY2020-Q3ReframedFY2021-Q3 – FY2023-Q22017: 220172018: 220182019: 320192020: 420202021: 220212022: 120222023: 12023
Same theme, other companies

J-Stream moved to the "Worse" side of this theme in 2020.

2 other companies' latest entry also says "Restated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q1RestatedAnnual report

    「As restrictions related to the novel coronavirus infection were eased, there were positive effects from personal consumption and inbound demand, while」

    The positive effects of personal consumption and inbound demand accompanying the easing of infection-related restrictions are cited as factors improving the domestic economy.
  2. FY2023-Q2ReframedAnnual report

    「Regarding the novel coronavirus infection, the number of new cases surged in July but began to decline in August, and normalization progressed, including the resumption of travel support programs. This was accompanied by a move back to offices, and interest in telework has relatively declined, but regardless of infection trends, the recognition that promoting digital transformation (DX) is essential has become widespread」

    The assessment has shifted from an economic environment premised on infection-control measures and restrictions to one in which normalization, including the resumption of travel support programs and a return to offices, is progressing while demand for DX continues.
  3. FY2022-Q2ReframedAnnual report

    「Although downside risks from a renewed spread of the infection remained, conditions emerged in which a gradual recovery was expected.」

    Expectations for a gradual recovery based on vaccinations and improving infection conditions have been added to the assessment of severe economic conditions caused by the spread of the infection.
  4. FY2021-Q3ReframedAnnual report

    「During the third quarter cumulative consolidated period, economic activity picked up as restrictions implemented to address the COVID-19 pandemic were eased. However, uncertainty remained high due to concerns about a third wave of infections, US-China trade friction and political instability in the United States.」

    The assessment has changed from the previous severe conditions caused by restrictions on economic activity to one in which revitalization resulting from eased restrictions coexists with uncertainty caused by a third wave of infections and other factors.
  5. FY2021-Q2RestatedAnnual report

    「During the second quarter cumulative consolidated period, Japan's economy remained in a difficult situation as US-China trade friction and the prolonged restrictions on and calls for restraint in economic activity implemented in response to the spread of COVID-19 continued. Although some areas showed signs of recovery in private consumption, the group expects uncertainty to remain high.」

    Amid the prolonged spread of the infection and restrictions on economic activity, the assessment has continued to shift from the previous view that domestic consumption remained firm to the view that severe economic conditions would persist.
  6. FY2021-Q1WorsenedAnnual report

    「During the first quarter cumulative consolidated period, Japan's economy was in a difficult situation as the spread of COVID-19 led to restrictions on and calls for restraint in economic activity, causing rapid declines in private consumption and corporate earnings and worsening employment conditions.」

    The view has changed from the previous assessment that domestic consumption would remain firm despite uncertainties to a severe situation involving a rapid decline in personal consumption and corporate earnings and deterioration in the employment environment accompanying the spread of the infection.
  7. FY2020WorsenedAnnual report

    「During the fiscal year, Japan's economy was affected by destabilizing factors, including US-China trade friction, and uncertainties such as the consumption tax rate increase, but domestic consumption remained generally firm. However, from February 2020, growing concerns about the future arising from the curtailment and restriction of economic activity accompanying the spread of the novel coronavirus infection increased.」

    The previous view that domestic consumption remained firm has been supplemented with the curtailment and restriction of activity following the spread of the infection from February 2020 and growing concerns about the future.
  8. FY2020-Q3RestatedAnnual report

    「Although there were destabilizing factors, including US-China trade friction, and uncertainties such as the consumption tax rate increase, domestic consumption remained generally firm.」

    The assessment that domestic consumption remained firm despite external uncertainties continues.
  9. FY2020-Q1RestatedAnnual report

    「During the first quarter cumulative consolidated period, Japan's domestic consumption remained generally solid despite concerns about the outlook for the global economy arising from trade issues.」

    The view that domestic consumption remained firm despite concerns about the international outlook continues.
  10. FY2019RestatedAnnual report

    「Although there was uncertainty stemming from unstable international conditions, domestic consumption remained generally firm.」

    The view that domestic consumption remained firm despite uncertainty surrounding international conditions continues.
  11. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year, Japan's economy faced uncertainty stemming from unstable international conditions, but domestic consumption remained generally firm.」

    The discussion continues to cite uncertainty caused by unstable international conditions while maintaining the view that domestic consumption remained firm.
  12. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter of the fiscal year, Japan's economy was affected by higher crude oil prices, but domestic consumption remained generally firm.」

    The view that domestic consumption remained firm despite the impact of higher crude oil prices has been carried forward from the previous quarter.
  13. FY2019-Q1ReframedAnnual report

    「During the cumulative first quarter of the fiscal year, Japan's economy was affected by higher crude oil prices, but domestic consumption remained generally firm.」

    The description of domestic consumption has changed from the previous wording, which referred to signs of a recovery, to stating that it remained generally firm.
  14. FY2018-Q2ReframedAnnual report

    「During the second quarter cumulative consolidated period, Japan's economy showed signs of expanding domestic demand as private consumption gradually recovered. Despite political instability in the Far East and domestic political turmoil, share prices rose and the economy overall remained on an expansionary trend.」

    The wording has expanded from the previous reference to signs of a recovery in domestic consumption to expectations for a gradual recovery in personal consumption and expanding domestic demand, as well as a trend toward economic expansion.
  15. FY2018-Q1First statedAnnual report

    「During the cumulative first quarter of the fiscal year, Japan's economy improved, with signs of a recovery in domestic consumption in addition to inbound demand.」

    This is the first mention of inbound demand and a recovery in domestic consumption as factors improving the domestic economy.
Moved together

"Uncertainty from conditions in China and Europe, yen appreciation and share price declines" moved the same way as this thread, in the same document, in 3 of its 15 moves.

322222★123456
  1. ★This thread
  2. 1Uncertainty from conditions in China and Europe, yen appreciation and share price declines3×
  3. 2Demand for live streaming of online seminars and other events in the pharmaceutical sector2×
  4. 3Expected growth in demand for corporate video streaming services2×
  5. 4Focus on the 4K TV and VR-Related Markets2×
  6. 5Revenue growth and the return to profitability in operating and ordinary profit2×
  7. 6Increase in Labor and Outsourcing Costs2×

★ 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
J-Stream's next results are scheduled for 2026-10-29. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.