Kawaden (6648) · RiskDropped
Deterioration in Corporate Earnings Due to Yen Appreciation
First written in FY2017-Q2. 1 of 3 entries say "Restated". Latest entry: FY2017.
3entries
2years
0from disclosures
How it moved
Same theme, other companies
Earnings impact from exchange-rate fluctuations and foreign-currency-denominated transactionsA theme 480 companies write about · 418 as a headwind · 20 as a tailwind
The whole theme swung hardest in 2025: 71 of 159 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 195 companies compared. The sentences above are computed from all 195.Comparing 200 of the theme's 494 threads.Full recordFilings, disclosures and news, newest first
- FY2017DroppedAnnual report本有価証券報告書では、円高の進行を独立したリスク要因として明示していない。
- FY2017-Q3RestatedAnnual report
「During the cumulative third-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」
円高を含む既存の事業等のリスクについて、重要な変更がないとの包括的な記載がある。 - FY2017-Q2First statedAnnual report
「Corporate earnings have continued to deteriorate due to yen appreciation, while conditions including construction-cost trends associated with labor shortages remain unstable.」
Yen appreciation was first identified separately as a factor that could worsen corporate earnings and contribute to an unstable industry environment.