Komori
Toba (7472) · RiskMaterialised

Country Risk in Overseas Operations

First written in FY2016. 17 of 31 entries say "Restated". Latest entry: FY2027-H1.

31entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2022-Q3OtherFY2025-H1 – FY20262016: 320162017: 420172018: 320182019: 320192020: 120202021: 320212022: 220222023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Risks from Legal, Political and Economic Conditions in Overseas MarketsA theme 474 companies write about · 480 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 48 of 95 companies on the "Worse" side.

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 197 companies compared. The sentences above are computed from all 197.Comparing 200 of the theme's 480 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MaterialisedAnnual report

    「Against the backdrop of heightened deflation concerns in China's economy and sluggish personal consumption, sales of industrial robots to customers related to electronic components for various devices fell below the previous year.」

    The country risks of deflation concerns and sluggish personal consumption in China's economy materialized as overseas sales of industrial robots falling below the previous year.
  2. FY2026Full-year update: overseas sales remained solid despite China's slowdownAnnual report

    「Although concerns over a slowdown in China's economy continued, overseas sales of industrial robots to customers involved in electronic components for various devices remained firm.」

    While concerns over a slowdown in China's economy continue, overseas sales of industrial robots remained solid.
  3. 2026-05-08OtherResults

    「中国経済の減速懸念は継続しているものの、各種デバイス向け電子部品に関連する得意先への産業用ロボットの販売は堅調に推移しました。」

    中国経済の減速懸念は継続したが、関連する海外産業用ロボット販売は堅調だった。
  4. FY2026-H1Strong overseas sales despite China's weaknessAnnual report

    「Although China's economic stagnation continued, overseas sales of industrial robots to customers involved in electronic components for various devices remained strong.」

    While the country risk of China's economic weakness continues, sales of industrial robots to related customers remained strong.
  5. FY2025Recovery in overseas sales despite weakness in ChinaAnnual report

    「Although China's economic growth continued to slow, overseas sales of factory automation equipment to customers involved in electronic components for various devices significantly exceeded the previous fiscal year's level.」

    While the country risk of slower growth in China's economy continues, sales of factory automation equipment to related customers substantially exceeded the previous fiscal year.
  6. FY2025-H1Overseas sales recovered despite China's economic weaknessAnnual report

    「Although China's economic stagnation continued, overseas sales of industrial robots to customers involved in electronic components for various devices exceeded the previous fiscal year's level.」

    Although China's economic weakness has continued, sales of industrial robots to related customers exceeded the previous fiscal year.
  7. FY2024MaterialisedAnnual report

    「Overseas sales were sluggish, as sales of industrial robots to key customers in China were affected by the economic slowdown.」

    The country risk of a slowdown in China's economy has materialized in full-year results as sluggish sales of industrial robots to major customers.
  8. FY2024-Q3WorsenedAnnual report

    「In China, personal consumption has stagnated against the backdrop of the impact of U.S.-led restrictions on semiconductor exports to China, deterioration in the real estate market and other factors, and the global outlook remains uncertain.」

    In addition to deterioration in China's real estate market and stagnant personal consumption, it describes the impact of restrictions on semiconductor exports to China, with country risk in overseas business and factors behind sluggish sales to China continuing.
  9. FY2024-Q2WorsenedAnnual report

    「Overseas sales were affected by the economic slowdown in China, and sales of industrial robots to electronic component-related customers declined as demand for smartphones and other devices remained sluggish.」

    The slowdown in China's economy and weak device demand have materialized as declining sales of industrial robots to customers related to electronic components.
  10. FY2024-Q1Demand remained sluggish even after the turmoil in China subsidedAnnual report

    「The disruption caused by COVID-19 in China subsided, but personal consumption did not recover, and demand for smartphones, PCs and other products slowed, resulting in sluggish sales of industrial robots to related customers.」

    While it states that the disruption caused by the pandemic in China has subsided, the lack of recovery in personal consumption and the slowdown in demand for smartphones and PCs have materialized as sluggish overseas sales.
  11. FY2023MaterialisedAnnual report

    「Due in part to the lockdown in China caused by the spread of COVID-19 and the subsequent resurgence of infections, as well as U.S.-China tensions over semiconductors, sales of industrial robots to customers related to electronic components for smartphones remained sluggish, resulting in sales below the previous fiscal year.」

    China's lockdown and the subsequent resurgence of infections, together with U.S.-China tensions, have materialized in the form of sluggish overseas sales.
  12. FY2023-Q3WorsenedAnnual report

    「Due in part to the lockdown in China and the subsequent resurgence of infections, as well as U.S.-China tensions over semiconductors, sales of industrial robots to customers related to electronic components for smartphones and sales to customers involved in automobile production remained sluggish, resulting in sales below the previous year.」

    The resurgence of infections following China's lockdown and U.S.-China tensions over semiconductors have continued and intensified, materializing as sluggish overseas sales of industrial robots and automotive-related products.
  13. FY2023-Q2MaterialisedAnnual report

    「Overseas sales of industrial robots to customers related to electronic components for smartphones and sales to customers involved in automobile production remained sluggish due to the impact of the lockdown in China.」

    An external event affecting overseas business, namely the lockdown in China, has materialized as sluggish overseas sales of industrial robots and automotive-related products.
  14. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the major risks related to country risk in overseas business.
  15. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It states that there have been no material changes to the major risks related to country risk in overseas business.
  16. FY2022-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no material changes to the major risks related to country risk in overseas business.
  17. FY2021RestatedAnnual report

    「The Group is working to minimize risks by strengthening cooperation with suppliers, establishing local subsidiaries on a dispersed basis at its major overseas locations, and strengthening its sales management structure.」

    It continues to address the risks of political upheaval, social unrest and changes in political and economic systems associated with overseas business through cooperation with suppliers, the dispersed establishment of local subsidiaries and the strengthening of the sales management structure.
  18. FY2020RestatedAnnual report

    「The Group is working to minimize risks by strengthening cooperation with suppliers, establishing local subsidiaries on a dispersed basis at its major overseas locations, and strengthening its sales management structure.」

    It identifies cooperation with suppliers, the dispersed establishment of local subsidiaries and the strengthening of the sales management structure as measures to address the risks of political upheaval, social unrest and changes in political and economic systems associated with overseas business.
  19. FY2020-Q1RestatedAnnual report

    「During the first three months of the consolidated fiscal year, there were no material changes concerning matters described in the quarterly securities report that could materially affect investors' decisions, or to the business and other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes regarding country risk in overseas business.
  20. FY2019RestatedAnnual report

    「If political upheaval, social unrest or unexpected changes in political or economic systems occur in the countries with which, or parties with whom, we conduct the relevant business activities, there is a risk that receivables may become difficult to collect and that the business activities themselves may become impossible to continue. If such circumstances occur, they may have a significant impact on the Group's operating results and financial position.」

    It continues to disclose country risks associated with overseas business, including political upheaval, social unrest and changes in political and economic systems.
  21. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended 31 December, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」

    It states that there have been no material changes regarding country risk in overseas business.
  22. FY2019-Q2RestatedAnnual report

    「During the six-month period ended in the second quarter, there were no material changes in the matters concerning the business and accounting conditions described in this quarterly securities report that could materially affect investors' decisions, nor in the business and other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes regarding country risk in overseas business.
  23. FY2019-Q1RestatedAnnual report

    「During the first three months of the consolidated fiscal year, there were no material changes concerning matters described in the quarterly securities report that could materially affect investors' decisions, or to the business and other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes regarding country risk in overseas business.
  24. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It states that there have been no material changes regarding country risk in overseas business.
  25. FY2018-Q2RestatedAnnual report

    「During the six-month period ended in the second quarter, there were no material changes in the matters concerning the business and accounting conditions described in this quarterly securities report that could materially affect investors' decisions, nor in the business and other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes regarding country risk in overseas business.
  26. FY2018-Q1RestatedAnnual report

    「During the first three months of the consolidated fiscal year, there were no material changes concerning matters described in the quarterly securities report that could materially affect investors' decisions, or to the business and other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes regarding country risk in overseas business.
  27. FY2017RestatedAnnual report

    「If political upheaval, social unrest or unexpected changes in political or economic systems occur in the countries with which, or parties with whom, we conduct the relevant business activities, there is a risk that receivables may become difficult to collect and that the business activities themselves may become impossible to continue. If such circumstances occur, they may have a significant impact on the Group's operating results and financial position.」

    It continues to disclose country risks in overseas business, including political upheaval, social unrest and changes in systems.
  28. FY2017-Q3RestatedAnnual report

    「During the nine-month period ended 31 December, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」

    It explicitly states that there have been no material changes regarding country risk in overseas business.
  29. FY2017-Q2RestatedAnnual report

    「During the six-month period ended in the second quarter, there were no material changes in the matters concerning the business and accounting conditions described in this quarterly securities report that could materially affect investors' decisions, nor in the business and other risks described in the securities report for the previous fiscal year.」

    It explicitly states that there have been no material changes regarding country risk in overseas business.
  30. FY2017-Q1RestatedAnnual report

    「During the first three months of the consolidated fiscal year, there were no material changes concerning matters described in the quarterly securities report that could materially affect investors' decisions, or to the business and other risks described in the securities report for the previous fiscal year.」

    It explicitly states that there have been no material changes regarding country risk in overseas business.
  31. FY2016First statedAnnual report

    「If political upheaval, social unrest or unexpected changes in political or economic systems occur in the countries with which, or parties with whom, we conduct the relevant business activities, there is a risk that receivables may become difficult to collect and that the business activities themselves may become impossible to continue.」

    It identifies political upheaval, social unrest and changes in systems as risks associated with overseas business activities in China, Thailand and other countries.
Moved together

"Protectionist Trade Policies, Trade Frictions, and Geopolitical Risks" moved the same way as this thread, in the same document, in 7 of its 31 moves.

766322★123456
  1. ★This thread
  2. 1Protectionist Trade Policies, Trade Frictions, and Geopolitical Risks7×
  3. 2Strengthening the overseas strategy and global expansion6×
  4. 3Risk of lower customer-industry capital investment due to economic fluctuations6×
  5. 4Supply chain disruptions and soaring raw material costs due to the resurgence of COVID-193×
  6. 5Strengthening the Management Foundation2×
  7. 6Impact of natural disasters and infectious diseases on business assets and operating activities2×

★ 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
Toba's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Results of 2026-05-08: "Other".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.