Komori
Tay Two (7610) · RiskMaterialised

Disruption to stores and the distribution network caused by natural disasters or accidents

First written in FY2021. 5 of 6 entries say "Materialised", first in 2026-08-07. Latest entry: 2026-10-15.

6entries
6years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY20212021: 120212022: 020222023: 020232024: 020242025: 020252026: 52026
Same theme, other companies
Risk of Store and Logistics Network Disruptions Due to Natural DisastersA theme 86 companies write about · 83 as a headwind · 5 as a tailwind

Tay Two moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).

The whole theme swung hardest in 2026: 15 of 32 companies on the "Worse" side.

18 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 86 companies compared. The sentences above are computed from all 86.
Moved together

"Risk of inventory obsolescence and valuation losses" moved the same way as this thread, in the same document, in 3 of its 6 moves.

32★12
  1. ★This thread
  2. 1Risk of inventory obsolescence and valuation losses3×
  3. 2Return to positive cash flow from 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
No upcoming earnings preview for Tay Two yet. It last moved in the Financial results presentation of 2026-10-15: "Materialised".
Disruption to stores and the distribution network caused by natural disasters or accidents | TAY TWO CO.,LTD. (7610) | Komori