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JALCO Holdings (6625) · RiskRestated

Changes in the business environment caused by inflation, higher interest rates and rapid yen depreciation

First written in FY2022. 2 of 4 entries say "Mitigated", first in FY2023. Latest entry: FY2026.

4entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022MitigatedFY2023 – FY20242022: 120222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies

The whole theme swung hardest in 2020: 25 of 36 companies on the "Worse" side.

52 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 137 companies compared. The sentences above are computed from all 137.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The operating environment remains uncertain due to fluctuations in crude oil prices and foreign exchange rates, among other factors.」

    The company continues to recognize uncertainty in the external environment, including interest-rate normalization, rising prices, a slowdown in overseas economies, geopolitical risks, and fluctuations in crude oil prices and foreign exchange rates.
  2. FY2024MitigatedAnnual report

    「The company group primarily operates real estate, lending and M&A consulting businesses in Japan, and none of its businesses has been materially affected by these changes in the environment.」

    While recognizing changes in the environment, including inflation, rising interest rates and a weaker yen, the company explained that its businesses were barely affected during the current consolidated fiscal year and continued to perform steadily.
  3. FY2023MitigatedAnnual report

    「The company group primarily operates real estate leasing and lending businesses. Neither business has been materially affected by these changes in the environment, and both acquisitions of real estate for lease and the outstanding balance of loans have progressed steadily.」

    The company continues to recognize changes in the external environment, including inflation, rising interest rates and a weaker yen, but explained that its core real estate leasing and lending businesses were barely affected during the current consolidated fiscal year and continued to perform steadily.
  4. FY2022First statedAnnual report

    「In addition, as the business environment is undergoing significant changes, including inflation led by higher crude oil prices, rising interest rates and a rapid weakening of the yen, the company needs to manage its operations while paying close attention to changes in the external environment.」

    In addition to COVID-19, the company separately identified inflation, including higher crude oil prices, rising interest rates and a rapid weakening of the yen as changes in the business environment for the first time.
Moved together

"Rotation and Efficient Management of the Rental Property Portfolio" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Rotation and Efficient Management of the Rental Property Portfolio2×
  3. 2Expanding earnings on a rental real estate base2×
  4. 3Diversifying Funding Methods2×
  5. 4Balancing Stable Dividends, Higher ROE and Retained Earnings2×
  6. 5Increase in depreciation, initial investment and finance costs associated with the expansion of real estate investment2×
  7. 6Diversifying Revenue Sources Through New Businesses and Business Reorganization2×

★ 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
No upcoming earnings preview for JALCO Holdings yet.
News
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Changes in the business environment caused by inflation, higher interest rates and rapid yen depreciation | JALCO Holdings Inc. (6625) | Komori