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Kufu Company Holdings (4376) · RiskRestated

Impact of COVID-19 on consumption and business activity

First written in FY2022-Q1. 2 of 6 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022-Q2 – FY2022MitigatedFY2023-Q2 – FY20232022: 320222023: 220232024: 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. FY2024RestatedAnnual report

    「新型インフルエンザや新型コロナウイルス等の感染症の発生、その他の不測の事態が発生し、事業設備が使用不能な状態、あるいは役職員が就業不能な状態になる等、正常な事業活動ができなくなった場合」

    新型コロナウイルスを含む感染症の事業影響リスクは、自然災害等と一体の事業継続リスクとして引き続き記載されている。
  2. FY2023MitigatedAnnual report

    「日本経済における新型コロナウイルス感染症の影響は、5類移行等の行動制限の緩和が進み、経済活動も徐々に回復の兆しが見えてきた一方で、ウクライナ情勢の長期化や円安・物価高など社会生活を取り巻く環境は不透明な状況が続いております。」

    新型コロナウイルス感染症について、5類移行や行動制限緩和により経済活動が回復の兆しを見せていると記載された。一方で、他の外部環境には不透明さが残る。
  3. FY2023-Q2MitigatedAnnual report

    「In the wedding business, we focused on proposing new types of weddings that reflect users’ diverse values, including launching the consultation-advisor function as the impact of COVID-19 gradually eased. However, the number of venues carrying paid advertising and the number of wedding-production engagements remained weak.」

    新型コロナウイルス感染症の影響は徐々に緩和されつつあると記載された。ただし、式場掲載数とプロデュース件数はなお低調である。
  4. FY2022MaterialisedAnnual report

    「結婚領域は、長期化する新型コロナウイルス感染症の影響等により、メディア事業における有料広告掲載会場数が減少し、プロデュース事業における結婚式の施行数も低調に推移しました。」

    新型コロナウイルス感染症の影響が、通期でも有料広告掲載会場数の減少と結婚式施行数の低調として顕在化した。
  5. FY2022-Q2MaterialisedAnnual report

    「結婚領域は、長期化する新型コロナウイルス感染症の影響等により、メディア事業における有料広告掲載会場数が減少し、プロデュース事業における結婚式の施行数も低調に推移しました。」

    新型コロナウイルス感染症の影響が、広告掲載会場数の減少及び結婚式施行数の低調という事業上の結果として記載された。
  6. FY2022-Q1First statedAnnual report

    「If restrictions on the economy and corporate activity continue, reducing users’ willingness to consume and purchase as the economy worsens, or if governments and local authorities request restrictions on movement and users voluntarily limit their activities, the Group’s business development, operating results and financial condition could be affected.」

    The risk was described as arising in the fiscal year ending September 2022, with a medium impact; responses include service development and strengthening the business portfolio.
Moved together

"Risk of impairment losses from deteriorating real estate markets and fluctuations in high-value transactions" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222★123
  1. ★This thread
  2. 1Risk of impairment losses from deteriorating real estate markets and fluctuations in high-value transactions2×
  3. 2Limiting dilution from stock acquisition rights and pursuing a flexible capital strategy through share repurchases2×
  4. 3Building a Group-wide data-utilization platform2×

★ 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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Impact of COVID-19 on consumption and business activity | Kufu Company Holdings Inc. (4376) | Komori