Komori
Kimura (7461) · RiskMaterialised

Concern that heavy rain, typhoon and the Hokkaido Eastern Iburi earthquake would slow the economic recovery

First written in FY2019-Q2. 3 of 5 entries say "Materialised", first in FY2019. Latest entry: FY2020-Q3.

5entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019-Q2 – FY2019-Q3MaterialisedFY2019 – FY2020-Q32018: 120182019: 320192020: 12020
Same theme, other companies
Economic stagnation and declining demand caused by natural disasters and adverse weatherA theme 53 companies write about · 53 as a headwind · 0 as a tailwind

Kimura moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).

The whole theme swung hardest in 2024: 5 of 15 companies on the "Worse" side.

13 other companies' latest entry also says "Materialised".

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 53 companies compared. The sentences above are computed from all 53.
Full recordFilings, disclosures and news, newest first
  1. FY2020-Q3MaterialisedAnnual report

    「Personal consumption temporarily declined due to the backlash following the consumption tax increase and the effects of typhoons.」

    It is stated that the impact of the typhoon actually occurred in the form of a temporary downturn in personal consumption.
  2. FY2020-Q2MaterialisedAnnual report

    「The possibility of entering an economic downturn has emerged as serious labor shortages have driven up labor costs and damage from Typhoon No. 15 has caused business activity to stagnate in some regions.」

    It is stated that damage from Typhoon 15 actually occurred in the form of stalled business activity in some regions.
  3. FY2019MaterialisedAnnual report

    「Demand for restoration and reconstruction products, disaster-prevention supplies and other items increased as a result of the earthquakes and wind and flood damage that occurred in September 2018.」

    It is stated that earthquakes and wind and flood damage actually occurred and affected the business through changes in demand for restoration and reconstruction products, disaster-prevention supplies and other items.
  4. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes to existing risks, including the concern that the heavy rain in western Japan, Typhoon 21 and the Hokkaido Eastern Iburi earthquake would slow the economic recovery.
  5. FY2019-Q2First statedAnnual report

    「Japan's economy may see a temporary slowdown in its recovery due to the impact of the heavy rain in western Japan, Typhoon 21 and the Hokkaido Eastern Iburi earthquake.」

    A new concern about a temporary slowdown in the economic recovery due to the heavy rain in western Japan, Typhoon 21 and the Hokkaido Eastern Iburi earthquake is stated.
Moved together

"Impact on business performance of the change to a 10% consumption tax rate" moved the same way as this thread, in the same document, in 3 of its 5 moves.

32★12
  1. ★This thread
  2. 1Impact on business performance of the change to a 10% consumption tax rate3×
  3. 2Economic uncertainty due to the Trump administration and downside risks to the Chinese economy2×

★ 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
Kimura's next results are scheduled for 2026-11-05. Read the earnings preview
News
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