Komori
Tachi-S (7239) · RiskMitigated

Uncertainty Surrounding Southeast Asian Markets and Sluggishness of the Brazilian Market

First written in FY2017-Q1. 10 of 26 entries say "Worsened", first in FY2020-Q1. Latest entry: FY2026-H1.

26entries
10years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019-Q3WorsenedFY2020-Q1 – FY2021MitigatedFY2023-Q3 – FY2026-H12016: 220162017: 420172018: 420182019: 320192020: 320202021: 420212022: 420222023: 120232024: 020242025: 12025
Same theme, other companies
Impact on results from stagnation in overseas markets, including South Korea and ASEANA theme 45 companies write about · 48 as a headwind · 0 as a tailwind

Tachi-S moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.

The whole theme swung hardest in 2019: 17 of 37 companies on the "Worse" side.

12 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 45 companies compared. The sentences above are computed from all 45.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「⑤Southeast Asia: Revenue was ¥3,107 million, up 48.2% year on year, and operating income was ¥581 million, up 130.8% year on year.」

    In the Southeast Asian market, revenue and operating income exceeded the same period of the previous year, indicating improved business performance amid previous concerns over market stagnation and slowdown.
  2. FY2023-Q3MitigatedAnnual report

    「⑥Southeast Asia: Revenue was ¥1,175 million, down 22.2% year on year, and operating loss was ¥317 million, compared with an operating loss of ¥347 million in the same period of the previous year.」

    Revenue in the Southeast Asia business declined, while its operating loss narrowed from ¥347 million in the same period of the previous year to ¥317 million.
  3. FY2023-Q2WorsenedAnnual report

    「⑥Southeast Asia: Revenue was ¥850 million, down 16.7% year on year, and operating loss was ¥191 million, compared with an operating loss of ¥135 million in the same period of the previous year.」

    The Southeast Asia business posted lower revenue, while its operating loss also widened from the same period of the previous year.
  4. FY2023-Q1WorsenedAnnual report

    「⑥Southeast Asia: Revenue was ¥439 million, down 18.4% year on year, and operating loss was ¥117 million, compared with an operating loss of ¥60 million in the same period of the previous year.」

    Revenue in the Southeast Asia business declined 18.4% year on year, while its operating loss widened from ¥60 million to ¥117 million.
  5. FY2022MitigatedAnnual report

    「Southeast Asia: Revenue was ¥2,025 million, up 74.8% year on year, and operating loss was ¥342 million, compared with an operating loss of ¥661 million in the same period of the previous year.」

    The Southeast Asia business posted higher revenue, while its operating loss also narrowed from the same period of the previous year.
  6. FY2022-Q3MitigatedAnnual report

    「⑥Southeast Asia: Revenue was ¥1,510 million, up 162.6% year on year, and operating loss was ¥347 million, compared with an operating loss of ¥554 million in the same period of the previous year.」

    Revenue in the Southeast Asia business increased 162.6% year on year, while its operating loss narrowed from ¥554 million to ¥347 million.
  7. FY2022-Q2WorsenedAnnual report

    「Although business conditions in Asia have deteriorated due to the resurgence of infections and related measures to restrict economic activity,」

    It was noted that business conditions in Asia, including Southeast Asia, deteriorated due to the resurgence of COVID-19 infections and measures to restrict economic activity.
  8. FY2022-Q1MitigatedAnnual report

    「⑥Southeast Asia: Revenue was ¥539 million, up 85.3% year on year, and operating loss was ¥60 million, compared with an operating loss of ¥223 million in the same period of the previous year.」

    Revenue in the Southeast Asia business increased 85.3% year on year, while its operating loss narrowed from ¥223 million to ¥60 million.
  9. FY2021WorsenedAnnual report

    「Southeast Asia: Revenue was ¥1,158 million, down 67.1% year on year, and operating loss was ¥661 million, compared with an operating loss of ¥456 million in the same period of the previous year.」

    The Southeast Asia business reported a 67.1% year-on-year decline in annual revenue, while its operating loss also widened.
  10. FY2021-Q3WorsenedAnnual report

    「In other regional markets, consumption weakened due to the impact of the spread of COVID-19, and sales generally entered a declining trend.」

    It was noted that markets in other regions, including Southeast Asia, generally trended downward amid sluggish consumption caused by the spread of COVID-19.
  11. FY2021-Q2WorsenedAnnual report

    「In other regional markets, consumption weakened due to the impact of the spread of COVID-19, and sales generally entered a declining trend.」

    Markets in other regions, including Southeast Asia, generally trended downward.
  12. FY2021-Q1WorsenedAnnual report

    「Southeast Asia: Revenue was ¥290 million, down 70.3% year on year, and the operating loss was ¥223 million, compared with an operating loss of ¥25 million in the year-earlier period.」

    In the Southeast Asian business, revenue fell 70.3% year on year, and the operating loss widened from the year-earlier period.
  13. FY2020WorsenedAnnual report

    「In emerging markets, unit sales in Brazil remained strong, while sales in Southeast Asia slowed and entered a declining trend.」

    While strength in the Brazilian market continued, the report noted a slowdown and declining trend in sales in Southeast Asia, which had previously been described as recovering.
  14. FY2020-Q2WorsenedAnnual report

    「In emerging markets, unit sales in Brazil remained strong, while Southeast Asia showed an overall trend toward slowing, despite variations among countries, raising concerns about deceleration.」

    While strength in the Brazilian market continued, Southeast Asia showed an overall trend toward slowing, with differences among countries, and concerns about deceleration were noted.
  15. FY2020-Q1WorsenedAnnual report

    「Unit sales in the Brazilian market remained strong, but signs of a slowdown in the recovery of the Southeast Asian market raised concerns about deceleration.」

    While the Brazilian market remained strong, the report noted a slowdown in the recovery of the Southeast Asian market, which had previously been described as recovering, and concerns about deceleration.
  16. FY2019-Q3RestatedAnnual report

    「Unit sales in the Southeast Asian and Brazilian markets continued to show signs of recovery.」

    The report reiterates the recovery trend in sales in the Southeast Asian and Brazilian markets.
  17. FY2019-Q2RestatedAnnual report

    「Unit sales in the Southeast Asian and Brazilian markets continued to show signs of recovery.」

    The report reiterates the recovery trend in sales in the Southeast Asian and Brazilian markets.
  18. FY2019-Q1RestatedAnnual report

    「Unit sales in the Southeast Asian and Brazilian markets showed signs of recovery.」

    The report reiterates the recovery trend in sales in the Southeast Asian and Brazilian markets.
  19. FY2018RestatedAnnual report

    「Unit sales in the Southeast Asian and Brazilian markets picked up, showing signs of improvement.」

    The report reiterates signs of improvement in the Southeast Asian and Brazilian markets.
  20. FY2018-Q3RestatedAnnual report

    「Unit sales in the Southeast Asian and Brazilian markets picked up, showing signs of improvement.」

    The report reiterates the improvement trend in sales in the Southeast Asian and Brazilian markets.
  21. FY2018-Q2RestatedAnnual report

    「Unit sales in the Southeast Asian and Brazilian markets picked up, showing signs of improvement.」

    The report reiterates the improvement trend in sales in the Southeast Asian and Brazilian markets.
  22. FY2018-Q1RestatedAnnual report

    「Unit sales in the Southeast Asian and Brazilian markets picked up, showing signs of improvement.」

    The report continues to describe signs of improvement in the Southeast Asian and Brazilian markets.
  23. FY2017MitigatedAnnual report

    「Overseas, activity in the Chinese market remained strong, partly due to the extension of tax cuts for small cars, while signs of a pronounced slowdown emerged in the US new-vehicle market, which had continued to expand. In Southeast Asia, unit sales picked up, and Brazil also showed signs of improvement, with production volumes continuing to increase.」

    The description has changed from the previous uncertainty in Southeast Asia and weakness in Brazil to one stating that both regions are showing signs of improvement in sales and production.
  24. FY2017-Q3RestatedAnnual report

    「Although some areas of Southeast Asia saw unit sales pick up, the outlook remained uncertain. In addition, the Brazilian market continued to languish.」

    The report reiterates the uncertain outlook for Southeast Asia and weakness in the Brazilian market.
  25. FY2017-Q2RestatedAnnual report

    「Although some areas of Southeast Asia saw unit sales pick up, the outlook remained uncertain. In addition, the Brazilian market continued to languish.」

    The report continues to cite the uncertain outlook for Southeast Asia and weakness in the Brazilian market.
  26. FY2017-Q1MaterialisedAnnual report

    「Although some areas of Southeast Asia saw unit sales pick up, the outlook remained uncertain, while the Brazilian market continued to languish.」

    The report identifies the uncertain outlook for Southeast Asia and continued weakness in the Brazilian market as regional risks.
Moved together

"Profit contribution from the benefits of mass production and rationalization in the China business" moved the same way as this thread, in the same document, in 14 of its 26 moves.

141413121211★123456
  1. ★This thread
  2. 1Profit contribution from the benefits of mass production and rationalization in the China business14×
  3. 2Increased Sales and Return to Profitability in the Southeast Asia Business14×
  4. 3Profitability Improvement through Economies of Scale and Overseas Streamlining13×
  5. 4Improvement in the Japan Business Driven by New-Model Ramp-Ups and Sales of Vehicles for Overseas Markets12×
  6. 5Declining Sales and Expanding Operating Losses in European Operations12×
  7. 6Increase in Ordinary Profit Due to Foreign Exchange Gains11×

★ 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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