Asahi Eito Holdings (5341) · RiskMitigated
Front-Loaded Demand Before a Consumption-Tax Increase and the Subsequent Decline
First written in FY2019-Q1. 1 of 3 entries say "Softened", first in FY2019-Q2. Latest entry: FY2019.
3entries
2years
0from disclosures
How it moved
Same theme, other companies
Post-front-loading decline in domestic consumption and economic activity following a consumption tax rate hikeA theme 120 companies write about · 118 as a headwind · 2 as a tailwind
The whole theme swung hardest in 2026: 4 of 7 companies on the "Worse" side.
8 other companies' latest entry also says "Mitigated".
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 120 companies compared. The sentences above are computed from all 120.Full recordFilings, disclosures and news, newest first
- FY2019MitigatedAnnual report
「Although the negative impact of the consumption tax increase from October 2019 was not as severe as expected, partly due to the effects of economic measures such as cashless payment rebates,」
The company states that the adverse impact of the consumption tax increase was not as significant as expected, changing from its previous description that the impact was limited because of concerns over a decline following the prior increase. - FY2019-Q2SoftenedAnnual report
「While rush demand ahead of the consumption tax increase has not been particularly evident so far」
The company states that the rush demand ahead of the consumption tax increase previously expected has not been particularly evident at present. - FY2019-Q1First statedAnnual report
「As front-loaded demand is expected before the consumption tax increase in October this year, the challenge is how to manage the subsequent anticipated decline in demand.」
The Company has for the first time identified front-loaded demand before the consumption tax increase and the subsequent demand pullback as new demand volatility risks and challenges for the housing-related industry.