Komori
ERTH Group (6072) · RiskRestated

Business Environment Uncertainty Due to Labor Shortages

First written in FY2018-Q3. 4 of 6 entries say "Restated". Latest entry: FY2022-Q2.

6entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2018RestatedFY2020-Q2 – FY2022-Q22018: 220182019: 120192020: 120202021: 22021
Same theme, other companies
Declining supply capacity due to labor shortages and increasing uncertainty in the business environmentA theme 66 companies write about · 66 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 15 of 29 companies on the "Worse" side.

21 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.
Showing 14 of the 66 companies compared. The sentences above are computed from all 66.
Full recordFilings, disclosures and news, newest first
  1. FY2022-Q2RestatedAnnual report

    「During the second quarter of the fiscal year, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business conditions, financial position and other matters described in this quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    人手不足問題による事業環境の不透明性について、発生または重要な変更がないと記載している。
  2. FY2022-Q1RestatedAnnual report

    「During the first quarter of the fiscal year, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business conditions, financial position and other matters described in this quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    人手不足問題による事業環境の不透明性について、発生または重要な変更がないと記載している。
  3. FY2021-Q1RestatedAnnual report

    「During the first quarter of the fiscal year, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business conditions, financial position and other matters described in this quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    人手不足問題による事業環境の不透明性について、発生または重要な変更がないと記載している。
  4. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    人手不足問題による事業環境の不透明性について、重要な変更がないと記載している。
  5. FY2018WorsenedAnnual report

    「当連結会計年度におけるわが国の経済は、企業収益の拡大や雇用情勢の改善、個人消費回復により、緩やかな景気回復基調で推移しました。一方、人手不足による人件費や原材料費の高騰による企業収益の鈍化、米国の保護主義的な通商政策への懸念など、先行きは不透明な状況です。」

    人手不足問題について、単なる景気の不透明要因にとどまらず、人件費・原材料費の高騰を通じた企業収益鈍化の要因として記載している。
  6. FY2018-Q3First statedAnnual report

    「当第3四半期連結累計期間におけるわが国経済は、企業収益の拡大や雇用環境の改善、消費回復による、緩やかな景気回復基調が続く一方で、人手不足問題や米国・欧州における政治経済動向、地政学リスクなどから、依然として先行き不透明な状況が続いております。」

    人手不足問題を、景気の先行き不透明性につながる要因として初めて独立して記載している。
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