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Kawaguchi Chemical Industry (4361) · FactRecovery in the economy alongside concerns over crude oil and naphtha supplies

Moderate Domestic Economic Recovery and a Pickup in Capital Investment

First written in FY2016-Q3. 14 of 29 entries say "Restated". Latest entry: FY2026-H1.

29entries
11years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q3 – FY2019-Q3OtherFY2023 – FY2026-H12016: 12017: 420172018: 220182019: 320192020: 120202021: 320212022: 420222023: 420232024: 320242025: 220252026: 22026
Same theme, other companies
Gradual Recovery in the Domestic EconomyA theme 67 companies write about · 4 as a headwind · 63 as a tailwind

The whole theme swung hardest in 2020: 23 of 54 companies on the "Worse" side.

17 other companies' latest entry also says "Other".

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 67 companies compared. The sentences above are computed from all 67.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Recovery in the economy alongside concerns over crude oil and naphtha suppliesAnnual report

    「The economy continued on a gradual recovery path, supported by improvements in employment and income and strong inbound demand. Meanwhile, higher crude oil prices resulting from the situation in the Middle East and supply shortages of naphtha and other products became causes for concern.」

    The economy continued to recover on the back of improvements in employment and income and inbound demand, while higher crude oil prices related to the situation in the Middle East and supply shortages of naphtha and other products became causes for concern.
  2. FY2025Robust domestic demand coexists with weakening external demand and exports.Annual report

    「Domestic demand remained firm, supported by a recovery in inbound demand and resilient personal consumption, but weakness in external demand was evident, particularly in the automotive industry, which was heavily affected by US tariff policy.」

    While domestic demand remained firm on inbound tourism and personal consumption, weakness in external demand emerged, particularly in the automotive industry, due to the impact of US tariff policy.
  3. FY2025-H1Recovery continues while consumer sentiment weakens.Annual report

    「Although consumer sentiment was weakening, the economy continued to recover gradually, supported by ongoing improvements in employment conditions, a recovery in inbound demand and personal consumption.」

    The domestic economy continued to recover, while weakening consumer sentiment was newly cited alongside it.
  4. FY2024Recovery continues against a backdrop of improved income and employment.Annual report

    「Despite continued uncertainty, corporate earnings remained strong, particularly among export-oriented companies, against a backdrop of the weaker yen. Companies also made progress in passing higher costs through to product prices, while personal consumption continued its gradual recovery, supported by improvements in income and employment conditions.」

    The discussion of the gradual recovery in the domestic economy now cites improvements in income and employment conditions and progress in passing higher costs through to prices, in addition to the previously cited weaker yen and inbound tourism.
  5. FY2024-Q2Recovery accompanied by higher wages and rising share prices was noted.Annual report

    「The Japanese economy continued to recover gradually, supported by a recovery in inbound demand, higher wages and improved employment conditions, as well as improved corporate earnings due to the weaker yen. The Nikkei 225 also renewed its record high, reaching a level not seen since the bubble era.」

    In discussing the gradual recovery in the domestic economy, the factors cited in addition to inbound tourism and the weaker yen were higher wages, improved employment conditions and the Nikkei 225 reaching a new record high.
  6. FY2024-Q1RestatedAnnual report

    「The Japanese economy saw a pickup in personal consumption, a recovery in inbound demand and improved corporate earnings due to the weaker yen, and continued to recover gradually.」

    The domestic economy is described as continuing its gradual recovery, supported by the recovery in personal consumption and inbound demand and improved corporate earnings due to the weaker yen.
  7. FY2023RestatedAnnual report

    「The domestic economy has gradually recovered as personal consumption increased and economic activity picked up with the expansion of inbound tourism. The weaker yen generally supported corporate earnings, and companies increasingly passed higher resource and energy costs through to product prices.」

    The gradual recovery in the domestic economy, the pickup in personal consumption and inbound tourism, and the boost to corporate earnings from the weaker yen continue to be cited.
  8. FY2023-Q3MitigatedAnnual report

    「Japan's economy continued on a gradual recovery trend, led by exports, as personal consumption, capital investment and inbound demand recovered and the yen's depreciation persisted.」

    While concerns about deteriorating personal consumption due to rising prices, as noted in the previous quarter, remain, the economy has continued on a gradual recovery path accompanied by a recovery in personal consumption, capital investment and inbound demand.
  9. FY2023-Q2RestatedAnnual report

    「The Japanese economy also remained on a gradual recovery path, led mainly by personal consumption and exports, while energy and raw material prices continued to rise. Higher prices weighed on personal consumption and raised concerns about a downside risk to the economy.」

    A gradual recovery in the domestic economy coexists with concerns about deteriorating personal consumption due to higher energy and raw material prices and rising inflation.
  10. FY2023-Q1RestatedAnnual report

    「Japan's economy also remained on a gradual recovery trend, led by personal consumption and exports, while energy and raw-material prices continued to rise. The yen's depreciation supported the performance of export-oriented companies, but also led to deterioration in personal consumption.」

    A gradual recovery in the domestic economy coexists with deteriorating consumption due to higher energy and raw material costs and the weaker yen.
  11. FY2022Economic recovery alongside concerns over the weaker yen and higher resource pricesAnnual report

    「Although Japan's economy continued to show signs of a gradual recovery, surging energy and raw material prices and ongoing disruptions to logistics networks weighed on the economic recovery, while the sharp depreciation of the yen raised concerns over deterioration in the performance of importers and private consumption, leaving conditions uncertain.」

    The company noted both the continuing recovery in Japan's economy and concerns that high energy and raw material prices, logistics disruptions, and the sharp depreciation of the yen could weigh on economic activity.
  12. FY2022-Q3Continued economic recovery alongside concerns over the weaker yen and higher resource pricesAnnual report

    「Although Japan's economy continued on a gradual recovery trend, led by private consumption and exports, concerns grew over the impact on consumption of the sharp depreciation of the yen and rising resource and energy prices, and conditions remained uncertain.」

    Japan's economy continued on a gradual recovery trend, led by private consumption and exports, while the company also noted concerns over the impact on consumption of the sharp depreciation of the yen and rising resource and energy prices.
  13. FY2022-Q2WorsenedAnnual report

    「Japan's economy also continued to face rising energy prices and disruptions to logistics networks, which weighed on the economic recovery.」

    Rising energy prices and disruptions to logistics networks continued, weighing on Japan's economic recovery.
  14. FY2022-Q1RestatedAnnual report

    「Japan's economy remained firm, particularly in manufacturing, against a backdrop of export demand driven by the recovery in overseas economies.」

    The company explained that manufacturing remained firm in Japan, supported by the recovery in overseas economies and export demand.
  15. FY2021MitigatedAnnual report

    「Japan's economy showed signs of recovery in capital investment and production activity, particularly in manufacturing, while exports continued to trend higher.」

    Regarding Japan's economy, the company described the recovery in capital investment and production activity, particularly in manufacturing, and the increase in exports.
  16. FY2021-Q3MitigatedAnnual report

    「Capital investment and production activity, particularly in manufacturing, showed signs of recovery as economic conditions improved, while exports continued to trend higher.」

    Although stagnation remained in industries related to private consumption, capital investment and production activity in manufacturing and exports showed signs of recovery.
  17. FY2021-Q2MitigatedAnnual report

    「Although some industries related to private consumption remained stagnant, Japan's economy continued to recover gradually overall, with exports showing signs of recovery.」

    Although stagnation remained in some industries, Japan's economy continued to recover gradually, accompanied by a recovery in exports.
  18. FY2021-Q1RestatedAnnual report

    「Japan's economy saw private consumption recover on the back of economic measures and the recovery in demand in China, but conditions in the market became challenging after the novel coronavirus resurged in early 2021 and the reissuance of a state of emergency affected economic activity.」

    The company noted both the recovery in private consumption driven by economic measures and the recovery in demand in China, and the challenging market conditions caused by the resurgence of infections and the state of emergency.
  19. FY2020-Q2WorsenedAnnual report

    「Japan's economy deteriorated rapidly as the novel coronavirus spread, and conditions became extremely challenging in the second quarter, with automobile production and unit sales declining in the automotive industry, which is closely related to the Group.」

    Japan's economy deteriorated rapidly, resulting in extremely challenging conditions accompanied by declines in automobile production and unit sales.
  20. FY2019-Q3RestatedAnnual report

    「Meanwhile, although exports and production showed weakness in Japan, private consumption continued to trend toward recovery and capital investment maintained its upward trend, with the economy continuing on a gradual recovery trend.」

    Japan's economy continued on a gradual recovery trend, while the company noted both weakness in exports and production and the recovery in private consumption and capital investment.
  21. FY2019-Q2Weak exports and production, while capital investment remains strongAnnual report

    「Meanwhile, although exports and production showed weakness in Japan, private consumption remained firm and capital investment remained strong, and the economy continued on a gradual recovery trend.」

    Japan's economy continued on a gradual recovery trend, but weakness in exports and production was noted in addition to the previous description, while capital investment remained strong.
  22. FY2019-Q1RestatedAnnual report

    「Meanwhile, Japan's economy continued on a gradual recovery trend, with private consumption remaining firm and capital investment maintaining its recovery trend.」

    Japan's economy continued to recover gradually, supported by firm private consumption and the recovery trend in capital investment.
  23. FY2018-Q3RestatedAnnual report

    「In Japan, private consumption continued to recover, capital investment increased gradually, and corporate earnings and employment conditions improved, while production also continued to recover gradually.」

    The company explained that the recovery in private consumption, capital investment and production, along with improvements in corporate earnings and employment conditions, continued.
  24. FY2018-Q1RestatedAnnual report

    「In Japan, private consumption and capital investment continued to show signs of recovery, while improvements in corporate earnings and employment conditions also supported the continuation of a gradual recovery trend.」

    The company reiterated the recovery trend in Japan's economy, supported by the recovery in private consumption and capital investment and improvements in corporate earnings and employment conditions.
  25. FY2017-Q3RestatedAnnual report

    「In Japan, private consumption and capital investment continued to show signs of recovery, while improvements in corporate earnings and employment conditions also supported the continuation of a gradual recovery trend.」

    The company reiterated the recovery trend in Japan's economy, supported by the recovery in private consumption and capital investment and improvements in corporate earnings and employment conditions.
  26. FY2017-Q2RestatedAnnual report

    「In Japan, private consumption and capital investment continued to show signs of recovery, while improvements in corporate earnings and employment conditions also supported the continuation of a gradual recovery trend.」

    The company reiterated the recovery trend in Japan's economy, supported by the recovery in private consumption and capital investment and improvements in corporate earnings and employment conditions.
  27. FY2017-Q1RestatedAnnual report

    「In Japan, private consumption and capital investment continued to show signs of recovery, while improvements in corporate earnings and employment conditions also supported the continuation of a gradual recovery trend.」

    Japan's economy continued on a gradual recovery trend, supported by the recovery in private consumption and capital investment and improvements in corporate earnings and employment conditions.
  28. FY2016RestatedAnnual report

    「Although some weakness remained in Japan's economy, private consumption and public investment remained firm, while capital investment showed signs of recovery, and the economy as a whole continued on a gradual recovery trend.」

    The company reiterated the weakness in Japan's economy, the resilience of private consumption and public investment, the recovery in capital investment, and the continuation of a gradual recovery trend.
  29. FY2016-Q3First statedAnnual report

    「Although private consumption was generally flat, capital investment showed signs of recovery, and the domestic economy as a whole continued to recover moderately.」

    The disclosure describes a moderate domestic recovery, with private consumption flat but capital investment showing signs of improvement.
Moved together

"International Expansion Focused on China and Southeast Asia" moved the same way as this thread, in the same document, in 6 of its 29 moves.

655444★123456
  1. ★This thread
  2. 1International Expansion Focused on China and Southeast Asia6×
  3. 2Domestic and Overseas Rubber Chemical Sales Exceeding the Previous Year5×
  4. 3Weak Operating Levels at Existing Customers in China and Elsewhere5×
  5. 4Slowdown and Weakness in the Chinese and Asian Economies4×
  6. 5Impact on Business Performance from Changes in Demand, Prices, Competition and Economic Conditions4×
  7. 6Tire and Synthetic Rubber Production at Approximately the Previous Year's Level4×

★ 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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Moderate Domestic Economic Recovery and a Pickup in Capital Investment | KAWAGUCHI CHEMICAL INDUSTRY CO.,LTD. (4361) | Komori