Komori
Nihon Flush (7820) · RiskMaterialised

Natural disasters caused delivery delays at construction sites

First written in FY2017-Q3. 5 of 6 entries say "Materialised", first in FY2017-Q3. Latest entry: FY2021.

6entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q3 – FY2018-Q2DroppedFY2018MaterialisedFY2021-Q2 – FY20212017: 220172018: 120182019: 020192020: 120202021: 22021
Same theme, other companies
Risk of Construction Delays and Additional Costs Due to Natural DisastersA theme 24 companies write about · 25 as a headwind · 0 as a tailwind

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

The whole theme swung hardest in 2025: 3 of 8 companies on the "Worse" side.

6 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 24 companies compared. The sentences above are computed from all 24.
Full recordFilings, disclosures and news, newest first
  1. FY2021MaterialisedAnnual report

    「Although the infection had subsided by June, unprecedented heavy rain hit southwestern China, significantly affecting transportation and on-site installation work.」

    Heavy rain in southwestern China had a significant impact on transportation and on-site construction.
  2. FY2021-Q3MaterialisedAnnual report

    「In the third quarter, from July to September, the infection subsided, but unprecedented heavy rain hit southwestern China from July to August, significantly affecting transportation, on-site construction and other operations.」

    Heavy rain in southwestern China actually affected transportation and on-site construction.
  3. FY2021-Q2MaterialisedAnnual report

    「However, from May to June, heavy rain, mainly in southwestern regions, caused flooding in various areas, resulting in construction work stoppages and instances where products could not be shipped.」

    Heavy rain and flooding, mainly in southwestern China, actually caused construction work stoppages and prevented product shipments.
  4. FY2018DroppedAnnual report
    The body of the filing for the fiscal year contains no explicit reference to delivery delays or construction schedule delays caused by natural disasters.
  5. FY2018-Q2MaterialisedAnnual report

    「There were some delays in construction schedules due to flooding across Japan, including the heavy rain in northern Kyushu in July.」

    Construction schedule delays actually occurred due to flooding, including the heavy rain in northern Kyushu.
  6. FY2017-Q3MaterialisedAnnual report

    「In Japan’s housing market, delivery delays at construction sites and other issues occurred one after another due to natural disasters, including the Kumamoto and Tottori earthquakes and record-breaking heavy rain in the Tohoku region.」

    The filing states that delivery delays at construction sites occurred one after another due to the Kumamoto and Tottori earthquakes and heavy rain in the Tohoku region. These were actual impacts on deliveries to construction sites, unlike the risk associated with concentrating production at factories.
Moved together

"Operating profit increased in the first quarter, while ordinary profit and net profit declined due to foreign exchange losses and other factors." moved the same way as this thread, in the same document, in 3 of its 6 moves.

33322★12345
  1. ★This thread
  2. 1Operating profit increased in the first quarter, while ordinary profit and net profit declined due to foreign exchange losses and other factors.3×
  3. 2Disruption to economic activity, production and supply chains caused by COVID-193×
  4. 3Changes in China's political, institutional, foreign-exchange and trade environment3×
  5. 4Regional polarization and rising inventories in China's property market, with sluggish housing starts2×
  6. 5China segment revenue increased while profit declined2×

★ 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.

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