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YASKAWA Electric (6506) · RiskMitigated

Large-Scale Disaster Risk in Japan and Overseas

First written in FY2016. 8 of 16 entries say "Restated". Latest entry: FY2024-Q1.

16entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20192016: 120162017: 120172018: 020182019: 120192020: 320202021: 420212022: 420222023: 22023
Same theme, other companies

The whole theme swung hardest in 2018: 32 of 131 companies on the "Worse" side.

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 501 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q1MitigatedAnnual report

    「China: Normalization from the COVID-19 pandemic progressed, and capital investment recovered gradually, led by the new energy sector.」

    Regarding the impact of COVID-19, the disclosure states that conditions in China normalized from the pandemic and capital investment recovered moderately.
  2. FY2023-Q3RestatedAnnual report

    「China: Demand remained firm in some markets, including automobiles and new infrastructure, against a backdrop of accelerating EV adoption. On the other hand, capital investment across the market, particularly in general industry, stagnated due to lockdowns and the zero-COVID policy during the pandemic.」

    Lockdowns and China's zero-COVID policy continued to be identified as factors behind stagnant capital investment in general industry and other sectors.
  3. FY2023-Q2RestatedAnnual report

    「China: Although demand related to automobiles and new infrastructure remained firm against a backdrop of accelerating EV adoption, demand stagnated as the lockdowns associated with the COVID-19 pandemic had a significant impact, including a decline in capital investment in general industry and other sectors.」

    While the decline in capital investment in general industry and other sectors due to China's lockdowns continued, demand related to EVs and new infrastructure remained firm. The business impact of COVID-19 continued. quantified: false, materialized: true.
  4. FY2023-Q1WorsenedAnnual report

    「China: Demand for automotive-related products driven by the acceleration of EV adoption and for new infrastructure-related products, including lithium-ion batteries and solar panels, remained firm. However, capital investment stagnated after being heavily affected by lockdowns related to the COVID-19 pandemic.」

    The spread of COVID-19 emerged through lockdowns in China as stagnant capital investment and lower sales, and its impact on the business environment continued. quantified: false, materialized: true.
  5. FY2022MitigatedAnnual report

    「During the fiscal year, global normalization from the COVID-19 pandemic progressed, and capital investment aimed at upgrading and automating production was robust across the manufacturing sector.」

    The impact of the COVID-19 pandemic on customers' operations and capital investment eased over the fiscal year as global conditions normalized and demand recovered. However, the prolonged spread of infections and other factors continued to be disclosed as risks.
  6. FY2022-Q3MitigatedAnnual report

    「During the third quarter under review, the operating environment for our Group steadily normalized from the COVID-19 pandemic, and manufacturers across the sector actively invested in equipment to enhance and automate production.」

    Regarding the impact of COVID-19 on customers' operations and capital investment, the disclosure states that normalization from the pandemic steadily progressed and capital investment became more active.
  7. FY2022-Q2RestatedAnnual report

    「Asia excluding China: Although ASEAN was affected by the renewed spread of COVID-19, capital investment related to semiconductors and LCDs increased in South Korea and Taiwan, among other markets.」

    While normalization from the COVID-19 pandemic and the recovery in capital investment progressed, the impact of renewed infections remained in ASEAN, with differences in impact by region continuing.
  8. FY2022-Q1MitigatedAnnual report

    「As normalization from the COVID-19 pandemic progressed globally, capital investment across the manufacturing sector recovered strongly.」

    Regarding the impact of COVID-19 on customers' operations and capital investment, the disclosure described global normalization and a recovery in capital investment.
  9. FY2021RestatedAnnual report

    「The Group's business performance may be affected by declining demand and other factors resulting from the spread and prolonged prevalence of infectious diseases, including COVID-19. If employees of the Group or their family members become infected, the Group's production and other business activities may also be affected.」

    The spread of COVID-19 continued to be disclosed as a risk affecting demand, production, employee safety, and parts procurement and delivery delays.
  10. FY2021-Q3RestatedAnnual report

    「During the first half, capital investment was constrained worldwide as a result of the global spread of COVID-19.」

    The disclosure continues to describe the impact on the business environment from the spread of COVID-19 through its effect on customers' capital investment.
  11. FY2021-Q2RestatedAnnual report

    「The operating environment for our group in the second quarter was challenging, as the impact of the global spread of the novel coronavirus continued to prompt companies worldwide to restrain capital investment.」

    The spread of COVID-19 has continued to affect customer plant operations and constrain capital investment globally.
  12. FY2021-Q1WorsenedAnnual report

    「During the first quarter under review, the operating environment for our Group was affected by the global spread of COVID-19, leading to increased caution toward capital investment worldwide.」

    The spread of COVID-19 emerged in the FY2021-Q1 operating environment as a constraint on global capital investment and was identified as a factor behind lower sales, mainly in the robotics business.
  13. FY2020MaterialisedAnnual report

    「The COVID-19 outbreak that occurred at the beginning of the year has shown no signs of ending. If the impact of COVID-19 continues or expands, it could adversely affect the Group's business performance and financial condition, including by worsening operating conditions at the company's and its customers' factories.」

    Regarding the existing risks from natural disasters and infectious diseases, COVID-19 actually occurred and was identified at the fiscal year-end as a factor affecting the operating environment, plant operations and business performance.
  14. FY2019RestatedAnnual report

    「If a major natural disaster occurs in these areas, it could have a serious impact on overall corporate activities, including production, and adversely affect the Group's business performance and financial condition.」

    The company continues to disclose the risk of major natural disasters at domestic and overseas production and business sites.
  15. FY2017RestatedAnnual report

    「If a major natural disaster occurs in these areas, it could have a serious impact on overall corporate activities, including production, and adversely affect the Group's business performance and financial condition.」

    The company continues to disclose the risk of major natural disasters at domestic and overseas sites.
  16. FY2016First statedAnnual report

    「If a major natural disaster occurs in these areas, it could have a serious impact on overall corporate activities, including production, and adversely affect the Group's business performance and financial condition.」

    The company disclosed major natural disasters at domestic and overseas production and business sites as a business continuity risk.
Moved together

"Establishing a high-profitability business structure" moved the same way as this thread, in the same document, in 5 of its 16 moves.

554333★123456
  1. ★This thread
  2. 1Establishing a high-profitability business structure5×
  3. 2Risk of Declining Demand for Automobiles, Semiconductors, LCDs and Other Products5×
  4. 3Economic Slowdown in China and Emerging Markets and Demand Volatility Risk4×
  5. 4Improvement in System Engineering's operating loss3×
  6. 5Commercialization of businesses in the environmental and energy sectors, including large-scale wind power generation3×
  7. 6Regional and Application-Based Rollout of the Zero Series3×

★ 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
YASKAWA Electric's next results are scheduled for 2026-10-09. Read the earnings preview
News
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Large-Scale Disaster Risk in Japan and Overseas | YASKAWA Electric Corporation (6506) | Komori