Komori
Tbk (7277) · RiskRestated

Regional Risks Relating to Laws and Regulations, Political Conditions, Social Infrastructure and Other Factors at Overseas Locations

First written in FY2016. 3 of 7 entries say "Worsened", first in FY2020. Latest entry: FY2026.

7entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2019WorsenedFY2022 – FY2023-Q32016: 120162017: 020172018: 020182019: 120192020: 120202021: 120212022: 120222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Overseas Site Personnel, Infrastructure and Social Unrest RiskA theme 50 companies write about · 50 as a headwind · 0 as a tailwind

Tbk moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2024: 11 of 19 companies on the "Worse" side.

23 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「At the group's overseas sites in Thailand, China and India, business activities could be suspended due to major changes to laws, regulations or tax systems, labor disputes, disruptions to social infrastructure such as electricity, political instability, disruption caused by war or terrorism, or other accidents.」

    Following the liquidation of the North American site, the company has continued to disclose overseas-site risks relating to Thailand, China and India.
  2. FY2023-Q3WorsenedAnnual report

    「In China, difficult conditions continued due in part to the impact of restrictions on economic activity accompanying the renewed spread of COVID-19.」

    In China, restrictions on economic activity continued following the renewed spread of COVID-19, and the effects of overseas-site and regional risks continued to materialize.
  3. FY2022WorsenedAnnual report

    「Following the disruption to the global economy caused by the spread of COVID-19, conditions were recovering in Japan, Thailand, India and the United States, while demand remained sluggish in China, where production adjustments were implemented. This direct blow to economic activity could affect business performance from the next fiscal year onward.」

    At overseas sites, sluggish demand in China and production adjustments are described as actual business developments, making the effects of regional risks more concrete.
  4. FY2021MitigatedAnnual report

    「Based on scenarios expected to have a significant impact on the group's business, we have formulated a business continuity plan (BCP) and are strengthening systems for the continued operation and recovery of important businesses.」

    In response to regional risks arising from regulations, politics and social infrastructure at overseas sites, the company has outlined a BCP based on impact scenarios and strengthened systems for business continuity and recovery.
  5. FY2020WorsenedAnnual report

    「Overseas, conditions were recovering in China, but demand from customers remained sluggish in Thailand, India, the United States and elsewhere, resulting in temporary business closures. This direct blow to economic activity could affect business performance from the next fiscal year onward.」

    At overseas sites and among customers in Thailand, India, the United States and elsewhere, sluggish demand and temporary business closures occurred, making the effects of overseas regional risks more concrete.
  6. FY2019RestatedAnnual report

    「The group operates production and sales sites in Asia, including Thailand, China and India, and in North America. If there are major changes to laws, regulations or tax systems, labor disputes, disruptions to social infrastructure such as electricity, political instability, disruption caused by war or terrorism, infectious diseases or other events in any country or region, the group's business performance could be affected.」

    The company continues to list regional risks at overseas sites, including regulatory, labor, infrastructure, political and infectious-disease risks.
  7. FY2016First statedAnnual report

    「If there are major changes to laws, regulations or tax systems, labor disputes, disruptions to social infrastructure such as electricity, political instability, disruption caused by war or terrorism, infectious diseases or other events in any country or region, the group's business performance could be affected.」

    The company lists regulatory, labor, infrastructure, political and infectious-disease risks associated with its sites in Asia and North America.
Moved together

"Risk of a Global Economy, China and ASEAN Slowdown" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333322★123456
  1. ★This thread
  2. 1Risk of a Global Economy, China and ASEAN Slowdown3×
  3. 2Risks Related to Product Defects and Quality Assurance Costs3×
  4. 3Reliance on Interest-Bearing Debt and Financing Risk3×
  5. 4Securing business rights and reducing costs while positioning China as a medium- to long-term business opportunity3×
  6. 5Significant profit decline due to external conditions and upfront costs2×
  7. 6Dependence on the Domestic Standard Truck Sales Market2×

★ 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
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News
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