Deterioration in the business environment due to weather conditions such as extreme heat and typhoons
First written in FY2019-Q2. 4 of 10 entries say "Materialised", first in FY2019-Q3. Latest entry: FY2026.
Asante moved to the "Worse" side of this theme in 2025, 7 years after the typical company in this theme (2018).
The whole theme swung hardest in 2022: 11 of 19 companies on the "Worse" side.
8 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「The Group is working to address climate change while contributing to solutions to environmental issues by promoting the extension of the useful lives of existing homes. However, future increases in carbon prices or changes in perceptions of the Group's environmental initiatives could negatively affect the Group's earnings. In addition, termite activity, which affects the demand for termite-control services, is influenced by weather conditions.」
Climate change risks continue to be disclosed, including transition risks such as carbon prices and changes in perceptions of environmental initiatives, as well as the effects of temperatures and weather on termite activity and sales activities. - 2026-03-17MaterialisedRevision of earnings forecasts
「In addition to unstable weather and temperatures affecting termite activity, the delayed improvement in consumer sentiment meant that the results did not reach the level commensurate with the initiatives undertaken and the expenses incurred.」
The disclosure states that the impact of unstable weather and temperatures on termite activity was reflected in actual results as a reason for the downward revision to the full-year earnings forecasts. - FY2026-H1MaterialisedAnnual report
「As a result, the company received a response from the market, including an increase in the number of inquiries and surveys for termite control and other services. However, in addition to unstable weather and temperatures affecting termite activity, the delayed improvement in consumer sentiment meant that the short-term effects fell below expectations.」
The company stated that unstable weather and temperatures affected termite activity and contributed to the shortfall in the expected short-term effects of promotional activities. The effects of weather on the business have become evident. - FY2023AdvancedAnnual report
「Regarding the effects of future climate change on the Group's core HA business, the company forecast and analysed changes in the external environment as of 2030 using scenario analysis in accordance with the framework advocated by the TCFD.」
In addition to the existing disclosure of climate change and abnormal weather risks, the company conducted scenario analysis for 2030 based on the TCFD framework and organised the transition risks, physical risks and corresponding measures. - FY2022ReframedAnnual report
「The Group is working to address climate change while contributing to solutions to environmental issues by promoting the extension of the useful lives of existing homes. However, future increases in carbon prices or changes in perceptions of the Group's environmental initiatives could negatively affect the Group's earnings.」
The scope of disclosure has been expanded from the effects on sales activities of extreme heat, heavy snow, severe storms and other conditions to climate change risks, including carbon prices and changes in perceptions of environmental initiatives. - FY2021RestatedAnnual report
「If erratic or abnormal weather associated with climate change, including extreme heat, heavy snow and severe storms, negatively affects termite activity or the Group's sales activities, it may affect the Group's financial position, business results and other matters.」
The risk of abnormal weather, including extreme heat, heavy snow and severe storms, affecting termite activity and sales activities continues. - FY2020RestatedAnnual report
「If erratic or abnormal weather, including extreme heat, heavy snow and severe storms, negatively affects termite activity or sales activities, it may affect the company's financial position, business results and other matters.」
The risk of abnormal weather, including extreme heat, heavy snow and severe storms, affecting termite activity and sales activities continues to be disclosed. - FY2019MaterialisedAnnual report
「In our market, housing policies aimed at promoting the circulation of existing homes and expanding the renovation market were further advanced, and awareness of extending the lives of existing homes continued to increase, but consumers' preference for saving remained strong, and the period was also affected by extremely hot weather and typhoons.」
The company stated that the effects of weather conditions such as extreme heat and typhoons had become evident in the market environment during the fiscal year. It also explicitly identified extreme heat, heavy snow and severe storms as abnormal weather risks under business and other risks. - FY2019-Q3MaterialisedAnnual report
「In our market, housing policies aimed at promoting the circulation of existing homes and expanding the renovation market were further advanced, and awareness of extending the lives of existing homes continued to increase, but the strong consumer preference for saving, together with the effects of extremely hot weather and typhoons, resulted in a challenging environment.」
The effects of weather conditions such as extreme heat and typhoons were explicitly cited, together with consumers' inclination to save, as factors contributing to the challenging business environment in the cumulative third-quarter period. - FY2019-Q2First statedAnnual report
「Consumers remained strongly inclined to save, and the business environment was challenging due in part to the effects of extreme heat and typhoons.」
Weather conditions such as extreme heat and typhoons were explicitly identified for the first time as factors contributing to the challenging business environment in the cumulative second-quarter period.