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Sega Sammy Holdings (6460) · FactAdvanced

Resort demand driven by an increase in visitors to Japan and higher hotel room occupancy rates

First written in FY2018-Q2. 8 of 25 entries say "Restated". Latest entry: FY2024.

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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2019-Q2RestatedFY2020-Q1 – FY2020-Q3WorsenedFY2021-Q1 – FY2021OtherFY2022-Q1 – FY2023-Q2AdvancedFY2023-Q3 – FY20242017: 12018: 420182019: 320192020: 320202021: 420212022: 420222023: 420232024: 22024
Same theme, other companies
Expansion of travel-related business performance driven by inbound demandA theme 29 companies write about · 0 as a headwind · 30 as a tailwind

Sega Sammy Holdings moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.

The whole theme swung hardest in 2020: 10 of 23 companies on the "Worse" side.

11 other companies' latest entry also says "Advanced".

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 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. FY2024AdvancedAnnual report

    「The Survey of Travel Trends Among Foreign Visitors to Japan showed a sharp recovery in travel spending by foreign visitors to Japan in calendar 2023, reaching a record high and exceeding pre-COVID levels.」

    Inbound demand recovered to above pre-COVID levels, with travel spending by foreign visitors to Japan reaching a record high in calendar 2023.
  2. FY2024-Q3AdvancedAnnual report

    「Inbound demand benefited from the recovery of direct flights to Japan and the weaker yen. The Survey of Travel Trends Among Foreign Visitors to Japan showed that travel spending by foreign visitors to Japan reached a record high in calendar 2023, and further growth in foreign visitors to Japan is expected to generate economic benefits centered on travel and accommodation demand.」

    Against a backdrop of the recovery in direct flights to Japan, travel spending by foreign visitors to Japan reached a record high in calendar 2023. The market environment is improving as inbound visitors increase and accommodation and travel demand recover.
  3. FY2024-Q2AdvancedAnnual report

    「Inbound demand recovered sharply as restrictions on entry into Japan were lifted and the resumption of scheduled international flights progressed.」

    Inbound demand recovered sharply, supported by the easing of domestic restrictions on activities, the lifting of entry restrictions and the resumption of international flights.
  4. FY2024-Q1AdvancedAnnual report

    「Inbound demand showed a strong recovery, as border-control measures for entry into Japan had ended and the resumption of scheduled international flights was progressing.」

    The Company reported that inbound demand was showing a strong recovery trend, supported by the end of border-control measures and the progressive resumption of scheduled international flights.
  5. FY2023AdvancedAnnual report

    「At Phoenix Seagaia Resort, government and proprietary measures to stimulate tourism demand, together with initiatives focused on individual customers and efforts to strengthen CRM, resulted in the highest sales since it became part of the Group and its first return to profitability.」

    Seagaia achieved its highest sales since joining the Group and posted its first profit.
  6. FY2023-Q3AdvancedAnnual report

    「In the resort business, at Phoenix Seagaia Resort, demand was strong, particularly among individual customers, supported by government and proprietary measures to stimulate tourism demand. Facility user numbers in the nine-month cumulative period of the third quarter of the current consolidated fiscal year exceeded those in the corresponding nine-month cumulative period of the fiscal year ended March 2020, before the spread of COVID-19.」

    Seagaia facility user numbers exceeded those in the nine-month cumulative period of the third quarter of the fiscal year ended March 2020, before the spread of COVID-19, demonstrating that demand recovery led by domestic individual customers had surpassed pre-COVID levels. The impact of travel restrictions remained on inbound demand.
  7. FY2023-Q2Continued recovery in domestic travel demand, with inbound restrictions remainingAnnual report

    「In the resort industry, inbound demand continued to be affected by travel restrictions. In Japan, although COVID-19 resurged during the second quarter of the current consolidated fiscal year, travel demand recovered, particularly among individual customers, as the government and local authorities did not declare a state of emergency or impose similar measures.」

    In Japan, demand recovery, particularly among individual customers, continued despite the resurgence of COVID-19, as no state of emergency or similar measures were declared, while the impact of travel restrictions remained on inbound demand.
  8. FY2023-Q1Domestic demand recovery alongside overseas travel restrictionsAnnual report

    「In the resort business, at Phoenix Seagaia Resort, demand was strong, particularly among individual customers, supported by government and proprietary measures to stimulate tourism demand. Facility user numbers in the first quarter of the current consolidated fiscal year exceeded those in the first quarter of the fiscal year ended March 2020, before the spread of COVID-19.」

    At Seagaia, facility user numbers exceeded those in the first quarter of the fiscal year ended March 2020, before the spread of COVID-19, supported by measures to stimulate tourism demand. Overseas, however, the impact of travel restrictions remains.
  9. FY2022Demand recovering, but still below pre-COVID levelsAnnual report

    「Meanwhile, during the current consolidated fiscal year, approximately 60% of the days in Tokyo as well as Miyazaki Prefecture and other areas fell within periods covered by a state of emergency or similar measures. Facility user numbers decreased 9.4% compared with the fiscal year ended March 2020, before the full impact of COVID-19 was felt.」

    Although travel demand partially recovered, facility user numbers decreased 9.4% from the fiscal year ended March 2020, before the impact of COVID-19, indicating that demand recovery remains in progress.
  10. FY2022-Q3Temporary recovery, but weak demand and concerns over variants persistAnnual report

    「In the resort industry, travel demand remained weak due to the spread of COVID-19. In Japan, demand temporarily recovered toward the end of last year following the lifting of the state of emergency in September last year, but concerns remain over the impact of the emergence of new variants.」

    Domestic demand temporarily recovered after the state of emergency was lifted, while travel demand remained weak and concerns continued over the impact of new variants.
  11. FY2022-Q2RestatedAnnual report

    「In the resort business, at Phoenix Seagaia Resort, visitor numbers declined due to the spread of COVID-19. Facility user numbers recovered to 155.0% of the year-earlier period, but were 72.0% of the level in the six-month period from April to September 2019, before the impact of COVID-19.」

    Facility user numbers recovered year on year but remained at 72.0% of the level in the same period before the impact of COVID-19, reaffirming that demand recovery remains in progress.
  12. FY2022-Q1Recovery, but still below pre-COVID levelsAnnual report

    「In the resort business, at Phoenix Seagaia Resort, visitor numbers declined due to the spread of COVID-19. Facility user numbers recovered to 318.2% of the year-earlier period, but were 74.1% of the level in the three-month period from April to June 2019, before the impact of COVID-19.」

    Seagaia facility user numbers recovered year on year but remained at 74.1% of the level in the same period before the impact of COVID-19, indicating that demand recovery remains in progress.
  13. FY2021WorsenedAnnual report

    「In the resort business, at Phoenix Seagaia Resort, visitor numbers fell sharply due to the impact of COVID-19, resulting in facility user numbers at 65.7% of the previous fiscal year.」

    The trend reversed from the previous increase in inbound visitors and hotel occupancy rates, with facility user numbers falling to 65.7% of the previous fiscal year.
  14. FY2021-Q3WorsenedAnnual report

    「In the resort industry, domestic and international travel demand declined and the number of travelers fell sharply due to travel postponements and cancellations caused by COVID-19, as well as travel restrictions imposed by various countries. Domestic tourism demand recovered during the government's Go To Travel campaign, which began in July, but demand is expected to decline going forward following the announcement in December of the temporary suspension of the Go To Travel campaign.」

    Although the decline in travel demand continued, the recovery attributable to the Go To Travel campaign was also expected to reverse into a further decline in demand following its temporary suspension, indicating continued deterioration from the previous environment of increasing inbound visitors and hotel occupancy rates.
  15. FY2021-Q2WorsenedAnnual report

    「In the resort business, at Phoenix Seagaia Resort, the number of visitors remained sharply lower due to the impact of COVID-19, resulting in user numbers at 46.4% of the year-earlier period. While group and corporate demand continued to require time to recover, demand, particularly from individual customers, was on a recovery trend due in part to the impact of the Go To Travel campaign.」

    Seagaia user numbers fell to 46.4% of the year-earlier period, as the decline in travel demand continued. The recovery trend in individual-customer demand due in part to the Go To Travel campaign was also reported.
  16. FY2021-Q1WorsenedAnnual report

    「In the resort industry, domestic and international travel demand declined and the number of travelers fell sharply due to requests to refrain from going out and travel restrictions imposed by various countries in response to the COVID-19 pandemic.」

    The market environment reversed from the previous increase in inbound visitors and hotel occupancy rates, with domestic and international travel demand and the number of travelers falling sharply due to requests to refrain from going out and travel restrictions.
  17. FY2020-Q3RestatedAnnual report

    「In the resort industry, the number of foreign visitors to Japan continued to increase, with the annual estimate exceeding 30 million for the first time in 2018, while hotel occupancy rates also remained on an upward trend.」

    The increase in foreign visitors to Japan and higher hotel occupancy rates were reaffirmed as part of the market environment surrounding the resort business.
  18. FY2020-Q2RestatedAnnual report

    「In the resort industry, the number of foreign visitors to Japan continued to increase, with the annual estimate exceeding 30 million for the first time in 2018, while hotel occupancy rates also remained on an upward trend.」

    The increase in foreign visitors to Japan and higher hotel occupancy rates were reaffirmed as part of the market environment surrounding the resort business.
  19. FY2020-Q1RestatedAnnual report

    「In the resort industry, the number of foreign visitors to Japan continued to increase, with the annual estimate exceeding 30 million for the first time in 2018, while hotel occupancy rates also remained on an upward trend.」

    The increase in foreign visitors to Japan and higher hotel occupancy rates were reaffirmed as part of the market environment surrounding the resort business.
  20. FY2019-Q3AdvancedAnnual report

    「In the resort industry, the number of foreign visitors to Japan continued to increase, with the annual estimate exceeding 30 million for the first time in 2018, while hotel occupancy rates also remained on an upward trend.」

    The new market result was reported that the annual estimate of foreign visitors to Japan exceeded 30 million for the first time in 2018.
  21. FY2019-Q2RestatedAnnual report

    「In the resort industry, although the growth rate in the number of foreign visitors to Japan has slowed, the number continues to increase, while hotel occupancy rates remain on an upward trend.」

    The increase in foreign visitors to Japan and higher hotel occupancy rates were reaffirmed as part of the market environment surrounding the resort business.
  22. FY2019-Q1RestatedAnnual report

    「In the resort industry, although the growth rate in the number of foreign visitors to Japan has slowed, the number continues to increase, while hotel occupancy rates remain on an upward trend.」

    The increase in inbound visitors and higher hotel occupancy rates were reaffirmed as part of the market environment surrounding the resort business.
  23. FY2018RestatedAnnual report

    「In the resort industry, although the growth rate in the number of foreign visitors to Japan has slowed, the number continues to increase, while hotel occupancy rates remain on an upward trend.」

    The increase in inbound visitors and higher hotel occupancy rates were reaffirmed as facts concerning the resort market.
  24. FY2018-Q3RestatedAnnual report

    「In the resort industry, although the growth rate in the number of foreign visitors to Japan has slowed, the number continues to increase, while hotel occupancy rates remain on an upward trend.」

    The increase in foreign visitors to Japan and higher hotel occupancy rates continue to be described as facts concerning the market environment surrounding the resort business.
  25. FY2018-Q2First statedAnnual report

    「In the resort industry, although the growth rate in the number of foreign visitors to Japan has slowed, the number continues to increase, while hotel occupancy rates remain on an upward trend.」

    The increase in foreign visitors to Japan and higher hotel occupancy rates were described as facts concerning the market environment surrounding the resort business.
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Resort demand driven by an increase in visitors to Japan and higher hotel room occupancy rates | SEGA SAMMY HOLDINGS INC. (6460) | Komori