Komori
Asahi Eito Holdings (5341) · RiskDropped

Changes in Inbound Consumer Trends

First written in FY2016-Q2. 2 of 4 entries say "Materialised", first in FY2016-Q3. Latest entry: FY2017.

4entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016-Q2MaterialisedFY2016-Q3 – FY20162016: 220162017: 120172018: 12018
Same theme, other companies
Decline in Inbound Tourists / Slowdown in Inbound ConsumptionA theme 33 companies write about · 33 as a headwind · 0 as a tailwind

Asahi Eito Holdings moved to the "Worse" side of this theme in 2016, 4 years before the typical company in this theme (2020).

The whole theme swung hardest in 2019: 8 of 19 companies on the "Worse" side.

3 other companies' latest entry also says "Dropped".

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 33 companies compared. The sentences above are computed from all 33.
Full recordFilings, disclosures and news, newest first
  1. FY2017DroppedAnnual report
    This annual securities report does not explicitly describe changes in inbound consumption patterns in its discussion of operating results or business and other risks.
  2. FY2016MaterialisedAnnual report

    「The Company was unable to capture inbound demand because changes in the Chinese government's tariff policy significantly altered the consumption patterns of inbound visitors.」

    Changes in consumer trends accompanying a shift in tariff policy continue to result in difficulty capturing inbound demand.
  3. FY2016-Q3MaterialisedAnnual report

    「The company had expected to capture inbound demand, but was unable to achieve the anticipated results because changes in the Chinese government's tariff policy significantly altered inbound visitors' spending patterns.」

    Changes in the consumption patterns of inbound visitors continue to materialize as a shortfall in the results of capturing inbound demand.
  4. FY2016-Q2First statedAnnual report

    「Regarding the anticipated "capture of inbound demand," the company was unable to achieve the results it had expected because inbound visitors' consumption patterns changed.」

    The Company did not achieve the expected results from capturing inbound demand because consumer spending trends among inbound visitors changed.
Moved together

"Higher Procurement Costs Due to Yen Depreciation" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22★12
  1. ★This thread
  2. 1Higher Procurement Costs Due to Yen Depreciation2×
  3. 2Declining Revenue and Wider Losses2×

★ 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
Asahi Eito Holdings's next results are scheduled for 2026-10-09. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Changes in Inbound Consumer Trends | ASAHI EITO HOLDINGS CO.,LTD. (5341) | Komori