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Cube (7112) · RiskMitigated

Country risk, regulation and foreign-exchange volatility in overseas markets

First written in FY2022. 7 of 12 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2026-H1.

12entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2023-Q2 – FY2024-H1WorsenedFY2024 – FY2025-H1MitigatedFY2025 – FY2026-H12023: 420232024: 220242025: 320252026: 32026
Same theme, other companies
Risks Relating to Laws and Regulations and Political and Economic Conditions in Overseas MarketsA theme 446 companies write about · 452 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 47 of 94 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 197 companies compared. The sentences above are computed from all 197.Comparing 200 of the theme's 452 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「Overseas sales ratio (%) 35.2 26.7」

    The overseas sales ratio declined from 35.2% to 26.7% year on year, reducing exposure to overseas markets and transactions.
  2. 2026-05-15MitigatedFinancial Results Presentation

    「Japan’s share has grown to approximately 65%. Korea fell to approximately 25%, while newly launched China accounted for approximately 5%.」

    Japan’s share of sales increased, while the overseas sales ratio declined from 39.0% in the prior-year period to 34.6%, reducing exposure to overseas markets on a mix basis.
  3. FY2025MitigatedAnnual report

    「Overseas sales accounted for 34.4% of our sales in the fiscal year ended December 2025.」

    The overseas sales ratio declined from 37.5% to 34.4%, reducing exposure to overseas sales. Risks related to overseas laws and regulations, political conditions, natural disasters, infectious diseases, and exchange-rate volatility continue.
  4. FY2025-H1WorsenedAnnual report

    「Overseas sales ratio (%) 34.3 35.2」

    The overseas sales ratio rose from 34.3% to 35.2% year on year, increasing exposure to overseas markets and transactions.
  5. FY2025-H1WorsenedAnnual report

    「Overseas sales ratio (%) 34.3 35.2」

    The overseas sales ratio rose from 34.3% to 35.2% year on year, increasing exposure to overseas markets and transactions.
  6. FY2024WorsenedAnnual report

    「Overseas sales accounted for 37.5% of our sales in the fiscal year ended December 2024.」

    The overseas sales ratio rose from 35.8% in the fiscal year ended December 2023 to 37.5%, increasing exposure to overseas markets and transactions.
  7. FY2024-H1MitigatedAnnual report

    「Overseas sales ratio (%) 39.6 34.3」

    The overseas sales ratio declined from 39.6% to 34.3% year on year, reducing exposure to overseas markets and transactions.
  8. FY2024-Q1MitigatedAnnual report

    「Overseas sales ratio (%) 50.9 42.4」

    The overseas sales ratio declined from 50.9% to 42.4% year on year, reducing exposure to overseas markets and transactions.
  9. FY2023-Q3MitigatedAnnual report

    「Overseas sales ratio (%) 46.4 39.5」

    The overseas sales ratio declined from 46.4% in the same period of the previous year to 39.5%, reducing the overseas share of sales.
  10. FY2023-Q2MitigatedAnnual report

    「Overseas sales ratio (%) 46.3 39.6」

    The overseas sales ratio declined from 46.3% in the same period of the previous year to 39.6%, and from 50.9% in the previous quarter, reducing exposure to overseas sales.
  11. FY2023-Q1WorsenedAnnual report

    「Overseas sales ratio (%) 50.9」

    The overseas sales ratio rose from 43.7% in the previous fiscal year to 50.9%, increasing exposure to overseas markets and transactions.
  12. FY2022First statedAnnual report

    「Overseas sales accounted for 43.7% of our sales in the fiscal year ended December 2022. If relations between Japan and these countries deteriorate due to political or diplomatic issues between Japan and Korea, our business expansion and financial performance may be affected to some extent through reduced business opportunities and other factors.」

    Given an overseas sales ratio of 43.7%, the company identifies Japan-Korea relations, overseas laws and regulations, political conditions, natural disasters, infectious diseases, and sharp exchange-rate movements as overseas business risks.
Moved together

"Revenue, operating income, ordinary income and net income" moved the same way as this thread, in the same document, in 7 of its 11 moves.

777554★123456
  1. ★This thread
  2. 1Revenue, operating income, ordinary income and net income7×
  3. 2Revenue breakdown by domestic and overseas retail, e-commerce, and wholesale7×
  4. 3Reducing the cost-of-sales ratio by setting cost targets7×
  5. 4New physical-store openings and development and operation of new locations5×
  6. 5Dependence on the exclusive Korean distributor5×
  7. 6Prolonged impact of COVID-194×

★ 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 Cube yet. It last moved in the Financial Results Presentation of 2026-05-15: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Country risk, regulation and foreign-exchange volatility in overseas markets | CUBE CO.,LTD. (7112) | Komori