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TWOSTONE&Sons (7352) · RiskSoftened

Deterioration in the mid-career recruitment market and a lower job openings-to-applicants ratio

First written in FY2020-Q3. 12 of 18 entries say "Softened", first in FY2021-Q3. Latest entry: FY2026-H1.

18entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q1 – FY2022-Q3SoftenedFY2023-Q1 – FY2026-H12020: 220202021: 420212022: 220222023: 420232024: 420242025: 120252026: 12026
Same theme, other companies
Fluctuations in the Staffing Services Market and Customer DemandA theme 42 companies write about · 45 as a headwind · 0 as a tailwind

TWOSTONE&Sons moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).

The whole theme swung hardest in 2020: 13 of 20 companies on the "Worse" side.

1 other company's latest entry also says "Softened".

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 42 companies compared. The sentences above are computed from all 42.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1SoftenedAnnual report

    「The importance of human resources development and redeployment, including reskilling, has increased in addition to recruitment, and demand for talent has remained high in Japan's labor market.」

    The explanation of the labor market has changed from a decline in the job openings-to-applicants ratio and an uncertain outlook to continued high demand for talent.
  2. FY2025-H1SoftenedAnnual report

    「Under these economic conditions, Japan's labor market has continued to recover gradually. According to a survey by the Ministry of Health, Labour and Welfare, the effective job openings-to-applicants ratio was 1.25x in November 2024.」

    The disclosure states that the labor market has continued to recover gradually and gives the effective job openings-to-applicants ratio as 1.25x. It continues to describe a recovery trend rather than the previous deterioration in the market and uncertainty over the outlook.
  3. FY2024SoftenedAnnual report

    「Under these economic conditions, Japan's labor market has remained stable. According to a survey by the Ministry of Health, Labour and Welfare, the effective job openings-to-applicants ratio was 1.24x in August 2024.」

    The explanation has changed from a decline in the effective job openings-to-applicants ratio and an uncertain outlook to a description of a stable labor market.
  4. FY2024-Q3SoftenedAnnual report

    「Under these economic conditions, Japan's labor market has continued to recover gradually. According to a survey by the Ministry of Health, Labour and Welfare, the effective job openings-to-applicants ratio was 1.28x in March 2024.」

    The disclosure continues to describe a gradual recovery in the labor market. The effective job openings-to-applicants ratio rose from 1.27x in December 2023 to 1.28x in March 2024.
  5. FY2024-Q2SoftenedAnnual report

    「Japan's labor market has continued to recover gradually. According to a survey by the Ministry of Health, Labour and Welfare, the effective job openings-to-applicants ratio was 1.27x in December 2023.」

    The disclosure continues to describe a gradual recovery in the labor market. The effective job openings-to-applicants ratio was 1.27x, a slight decline from 1.28x in the previous quarter's disclosure.
  6. FY2024-Q1SoftenedAnnual report

    「Japan's labor market has continued to recover gradually. According to a survey by the Ministry of Health, Labour and Welfare, the effective job openings-to-applicants ratio was 1.28x in November 2023.」

    The disclosure states that the labor market has continued to recover gradually and gives the effective job openings-to-applicants ratio as 1.28x. The explanation continues to focus on a recovery trend rather than the previous description of a rapid decline and an uncertain outlook.
  7. FY2023SoftenedAnnual report

    「Japan's labor market has continued to recover gradually. According to a survey by the Ministry of Health, Labour and Welfare, the effective job openings-to-applicants ratio was 1.29x in August 2023.」

    The disclosure states that the labor market has continued to recover gradually and gives the effective job openings-to-applicants ratio as 1.29x.
  8. FY2023-Q3SoftenedAnnual report

    「Japan's labor market showed a gradual recovery. According to a survey by the Ministry of Health, Labour and Welfare, the effective job openings-to-applicants ratio was 1.32x in May 2023, up 0.07 points year on year. (The ratio was 1.25x in May 2022.)」

    The disclosure states that the labor market has continued to recover gradually and that the effective job openings-to-applicants ratio rose year on year.
  9. FY2023-Q2SoftenedAnnual report

    「Japan's labor market showed a gradual recovery. According to a survey by the Ministry of Health, Labour and Welfare, the effective job openings-to-applicants ratio was 1.34x in February 2023, up 0.13 points year on year. (The ratio was 1.21x in February 2022.)」

    The disclosure states that the labor market has continued to recover gradually and that the effective job openings-to-applicants ratio rose year on year.
  10. FY2023-Q1SoftenedAnnual report

    「Japan's labor market has continued to recover gradually. According to a survey by the Ministry of Health, Labour and Welfare, the effective job openings-to-applicants ratio was 1.35x in November 2022, up 0.2 points year on year. (The ratio was 1.15x in November 2021.)」

    The explanation has changed from a decline in the effective job openings-to-applicants ratio and an uncertain outlook to a ratio of 1.35x in November 2022, a 0.2-point year-on-year increase, and a continued gradual recovery.
  11. FY2022-Q3RestatedAnnual report

    「In Japan's labor market, the effective job openings-to-applicants ratio fell rapidly following the spread of COVID-19, while the outlook remains uncertain.」

    The disclosure continues to describe the rapid decline in the effective job openings-to-applicants ratio and uncertainty over the outlook for the labor market.
  12. FY2022-Q1RestatedAnnual report

    「In Japan's labor market, the effective job openings-to-applicants ratio fell rapidly following the spread of COVID-19, while the outlook remains uncertain.」

    The disclosure continues to describe the rapid decline in the effective job openings-to-applicants ratio and uncertainty over the outlook for the labor market.
  13. FY2021SoftenedAnnual report

    「In Japan's labor market, the effective job openings-to-applicants ratio, based on a survey by the Ministry of Health, Labour and Welfare, was 1.15x in July 2021. Demand for labor has been gradually recovering since October 2020.」

    The disclosure gives the effective job openings-to-applicants ratio as 1.15x and continues to state that labor demand has been gradually recovering since October 2020.
  14. FY2021-Q3SoftenedAnnual report

    「In Japan's labor market, the effective job openings-to-applicants ratio, based on a survey by the Ministry of Health, Labour and Welfare, was 1.10x in March 2021. Demand for labor has been gradually recovering since October 2020.」

    The disclosure gives the effective job openings-to-applicants ratio as 1.10x and states that labor demand has been gradually recovering since October 2020, indicating some improvement from the previous description of a rapid decline and an uncertain outlook.
  15. FY2021-Q2RestatedAnnual report

    「In Japan's labor market, the effective job openings-to-applicants ratio has fallen rapidly since the spread of COVID-19, and the outlook remains uncertain.」

    The disclosure continues to describe the rapid decline in the effective job openings-to-applicants ratio and uncertainty over the outlook for the labor market.
  16. FY2021-Q1RestatedAnnual report

    「In Japan's labor market, the effective job openings-to-applicants ratio fell rapidly following the spread of COVID-19, while the outlook remains uncertain.」

    The disclosure continues to describe the rapid decline in the effective job openings-to-applicants ratio and uncertainty over the outlook for the labor market.
  17. FY2020WorsenedAnnual report

    「The effective job openings-to-applicants ratio in Japan's labor market also fell rapidly following the spread of COVID-19.」

    Regarding the job-switching market, the disclosure explicitly describes a rapid decline in the job openings-to-applicants ratio, strengthening the explanation of deterioration from the declining trend described in the previous quarter.
  18. FY2020-Q3First statedAnnual report

    「The effective job openings-to-applicants ratio for people changing jobs was 2.03x in May 2020, down 0.55 points month on month and 0.50 points year on year. Among these, the ratio for technical occupations, including IT and telecommunications, was 8.64x, down 2.07 points month on month and 1.08 points year on year, a lower level than in the previous month.」

    The job openings-to-applicants ratio declined month on month and year on year both across the job-switching market and in IT and telecommunications occupations.
Moved together

"Risk of Share Dilution Through the Exercise of Share Acquisition Rights" moved the same way as this thread, in the same document, in 11 of its 18 moves.

1174433★123456
  1. ★This thread
  2. 1Risk of Share Dilution Through the Exercise of Share Acquisition Rights11×
  3. 2Surging Resource Prices and Inflation and Uncertainty over the Economic Outlook Due to Developments in Russia and Ukraine7×
  4. 3Designation of the tech boost business as a reportable segment4×
  5. 4Deterioration of the Economic and Consumption Environment Due to COVID-194×
  6. 5Preparation of Consolidated Financial Statements and Commencement of Consolidation for 3 Companies3×
  7. 6Formation of an Engineering Platform3×

★ 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
TWOSTONE&Sons's next results are scheduled for 2026-10-15. Read the earnings preview
News
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Deterioration in the mid-career recruitment market and a lower job openings-to-applicants ratio | TWOSTONE&Sons Inc. (7352) | Komori