Komori
Tachi-S (7239) · RiskMitigated

Maturation of the Automotive Industry and Sluggish Domestic Production Volumes

First written in FY2017-Q1. 11 of 16 entries say "Restated". Latest entry: FY2022-Q1.

16entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2020-Q12016: 220162017: 420172018: 420182019: 120192020: 320202021: 22021
Same theme, other companies
Impact on Automobile Production and Sales from Sluggish Domestic Market, Disasters and Other EventsA theme 16 companies write about · 17 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 7 of 11 companies on the "Worse" side.

7 other companies' latest entry also says "Mitigated".

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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2022-Q1MitigatedAnnual report

    「Although the impact of the semiconductor shortage continued both domestically and overseas, total unit sales generally exceeded those in the same quarter of the previous year, when sales had fallen sharply due to the spread of COVID-19.」

    Although the semiconductor shortage continued, domestic and overseas unit sales generally exceeded the prior-year period, when sales had declined due to the spread of COVID-19.
  2. FY2021-Q3MitigatedAnnual report

    「Although the impact of the drop in demand immediately after the October 2019 consumption tax increase remained, unit sales exceeded the prior-year level for 3 consecutive months from October.」

    Regarding domestic sales, it states that unit sales exceeded the prior-year level for 3 consecutive months, although the impact of the drop in demand immediately after the consumption tax increase remained.
  3. FY2021-Q2RestatedAnnual report

    「In the domestic market, consumption remained sluggish due to the spread of COVID-19, and the downward trend in unit sales continued.」

    It notes the continued stagnation of domestic consumption and the downward trend in unit sales caused by the spread of COVID-19.
  4. FY2021-Q1WorsenedAnnual report

    「In the automotive industry in which our group operates, unit sales in the domestic market fell sharply as consumption stagnated due to the spread of COVID-19.」

    In addition to the previous maturation and stagnation of the domestic automotive industry, it describes sluggish consumption and a sharp downward trend in unit sales caused by the spread of COVID-19.
  5. FY2020WorsenedAnnual report

    「In the domestic market, unit sales began to trend downward due to the impact of the consumption tax increase implemented in October last year, in addition to the impact of sluggish consumption resulting from the spread of COVID-19.」

    In addition to the previous maturation and stagnation of domestic production, it describes a downward trend in domestic sales caused by the consumption tax increase and the spread of COVID-19.
  6. FY2020-Q1RestatedAnnual report

    「The automotive industry in which we operate has matured further, creating an extremely challenging environment in which no increase in domestic production can be expected going forward.」

    It reiterates the maturation of the automotive industry and constraints on domestic production growth.
  7. FY2019-Q2RestatedAnnual report

    「In the automotive industry in which our group operates, kei cars performed steadily in the domestic market, while passenger car sales declined, leaving the market broadly flat.」

    It reiterates the view that the decline in passenger car sales and the resulting flat market represent a challenging domestic environment.
  8. FY2019-Q1RestatedAnnual report

    「The automotive industry in which we operate has matured further, creating an extremely challenging environment in which no increase in domestic production can be expected going forward.」

    It reiterates the maturation of the automotive industry and constraints on domestic production growth.
  9. FY2018RestatedAnnual report

    「The automotive industry in which we operate has matured further, creating an extremely challenging environment in which no increase in domestic production can be expected going forward.」

    It reiterates the constraints on domestic automotive production growth as the background to the need for global expansion.
  10. FY2018-Q3RestatedAnnual report

    「In the automotive industry in which our group operates, sales of both passenger cars and kei cars remained steady in the domestic market.」

    It reiterates the view that domestic sales of passenger cars and kei cars remained steady.
  11. FY2018-Q2RestatedAnnual report

    「In the domestic market, sales of both passenger cars and kei cars remained steady.」

    It reiterates the view that domestic sales of passenger cars and kei cars remained steady.
  12. FY2018-Q1RestatedAnnual report

    「The automotive industry in which we operate has matured further, creating an extremely challenging environment in which no increase in domestic production can be expected going forward.」

    It reiterates the maturation of the automotive industry and constraints on domestic production growth.
  13. FY2017RestatedAnnual report

    「In the automotive industry in which we operate, passenger cars performed steadily in the domestic market, but sales of kei cars continued to decline due to the higher tax on kei cars and the impact of the fuel-efficiency data falsification issue, among other factors.」

    It describes an environment in which passenger cars are performing steadily in the domestic market while kei car sales continue to decline.
  14. FY2017-Q3RestatedAnnual report

    「The automotive industry in which we operate has matured further, creating an extremely challenging environment in which no increase in domestic production can be expected going forward.」

    It reiterates the maturation of the automotive industry and constraints on domestic production growth.
  15. FY2017-Q2RestatedAnnual report

    「The automotive industry in which we operate has matured further, creating an extremely challenging environment in which no increase in domestic production can be expected going forward.」

    It reiterates the maturation of the automotive industry and constraints on domestic production growth.
  16. FY2017-Q1First statedAnnual report

    「The automotive industry in which we operate has matured further, creating an extremely challenging environment in which no increase in domestic production can be expected going forward.」

    It explains the structural growth constraints in the domestic market as the background to the need for global expansion.
Moved together

"Slowdown in the U.S. New-Vehicle Market" moved the same way as this thread, in the same document, in 4 of its 16 moves.

433333★123456
  1. ★This thread
  2. 1Slowdown in the U.S. New-Vehicle Market4×
  3. 2Profitability Improvement through Economies of Scale and Overseas Streamlining3×
  4. 3Profit contribution from the benefits of mass production and rationalization in the China business3×
  5. 4Political and economic uncertainty stemming from the U.S. presidential election results and other factors3×
  6. 5Increase in Ordinary Profit Due to Foreign Exchange Gains3×
  7. 6Foreign Exchange Impact on the Latin American Business and Expansion of Operating Loss3×

★ 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.

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News
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