Komori
T&D Holdings (8795) · RiskWorsened

Downside Risk to the Economy from a Slowdown in Overseas Economies

First written in FY2017-Q1. 11 of 18 entries say "Restated". Latest entry: FY2025.

18entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2018-Q1RestatedFY2018-Q3 – FY2019-Q3WorsenedFY2020-Q3 – FY20252016: 220162017: 420172018: 420182019: 420192020: 220202021: 020212022: 020222023: 120232024: 020242025: 12025
Same theme, other companies
Demand volatility due to uncertainty in overseas economies and financial marketsA theme 419 companies write about · 430 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 129 of 169 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 430 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「Although expectations of a gradual improvement in the Japanese economy continue, supported by a virtuous cycle between wages and prices in a world with interest rates, concerns about the adverse effects of U.S. tariff policies on the economies and corporate activities of various countries have increased uncertainty about the outlook.」

    In addition to the previous uncertainty in overseas economies, the adverse effects of U.S. tariff policies on national economies and corporate activities were identified as a new concern, increasing uncertainty about the outlook.
  2. FY2023WorsenedAnnual report

    「Although uncertainty about the outlook for domestic and overseas inflation and monetary policy has increased, Japan's economy is expected to continue recovering as socioeconomic activity normalizes under the post-pandemic environment.」

    In addition to uncertainty in overseas economies, domestic and overseas inflation, the outlook for monetary policy and financial market instability were identified as sources of uncertainty in the operating environment.
  3. FY2020WorsenedAnnual report

    「The Japanese economy is expected to remain in a difficult situation due to the global stagnation of economic activity following the spread of COVID-19 and its impact on people's lives.」

    In addition to the previous uncertainty in overseas economies, the global stagnation of economic activity caused by COVID-19 was explicitly identified as a downside factor.
  4. FY2020-Q3WorsenedAnnual report

    「On the other hand, uncertainty regarding developments in overseas economies and the impact of the consumption tax rate increase is a downside risk to economic conditions.」

    In addition to uncertainty in overseas economies and geopolitical risks, the impact of the consumption tax rate increase was explicitly identified as a downside risk.
  5. FY2020-Q2RestatedAnnual report

    「On the other hand, uncertainty regarding developments in overseas economies and geopolitical risks is a downside risk to economic conditions.」

    The recognition of uncertainty in overseas economies and geopolitical risks as downside factors continued.
  6. FY2020-Q1RestatedAnnual report

    「On the other hand, uncertainty regarding developments in overseas economies and geopolitical risks is a downside risk to economic conditions.」

    The recognition of uncertainty in overseas economies and geopolitical risks as downside factors continued.
  7. FY2019WorsenedAnnual report

    「On the other hand, there are concerns that uncertainty regarding developments in overseas economies, including the impact of trade issues and the outlook for the Chinese economy, and geopolitical risks could weigh on domestic economic conditions.」

    In addition to the previous concerns about uncertainty in overseas economies and geopolitical risks, trade issues and the outlook for the Chinese economy were identified as specific risk factors.
  8. FY2019-Q3RestatedAnnual report

    「On the other hand, uncertainty regarding developments in overseas economies and geopolitical risks is a downside risk to economic conditions.」

    The recognition of uncertainty in overseas economies and geopolitical risks as downside factors continued.
  9. FY2019-Q2RestatedAnnual report

    「On the other hand, uncertainty regarding developments in overseas economies and geopolitical risks is a downside risk to economic conditions.」

    The recognition of uncertainty in overseas economies and geopolitical risks as downside factors continued.
  10. FY2019-Q1RestatedAnnual report

    「On the other hand, uncertainty regarding developments in overseas economies and geopolitical risks is a downside risk to economic conditions.」

    The recognition of uncertainty in overseas economies and geopolitical risks as downside factors continued.
  11. FY2018RestatedAnnual report

    「On the other hand, depending on factors such as uncertainty about overseas conditions and volatility in financial and capital markets, there are concerns that domestic economic conditions could be pushed down.」

    The recognition of uncertainty in overseas conditions and volatility in financial and capital markets as downside factors for domestic economic conditions continued.
  12. FY2018-Q3RestatedAnnual report

    「On the other hand, uncertainty regarding developments in overseas economies and geopolitical risks is a downside risk to economic conditions.」

    The recognition of uncertainty in overseas economies and geopolitical risks as downside factors continued from the previous quarter.
  13. FY2018-Q2WorsenedAnnual report

    「On the other hand, uncertainty regarding developments in overseas economies and geopolitical risks is a downside risk to economic conditions.」

    In addition to uncertainty in overseas economies, geopolitical risks were explicitly identified as a downside factor, broadening the wording of the risk factors.
  14. FY2018-Q1RestatedAnnual report

    「On the other hand, uncertainty regarding developments in overseas economies represents a downside risk to the economy.」

    The recognition of uncertainty in overseas economies as a downside risk to economic conditions continued.
  15. FY2017RestatedAnnual report

    「On the other hand, depending on factors including increasing uncertainty regarding the outlook for overseas economies and financial and capital markets, there may also be concern that the domestic economy could come under downward pressure.」

    Uncertainty in overseas economies and financial and capital markets continues to be viewed as a potential source of downward pressure on the domestic economy.
  16. FY2017-Q3RestatedAnnual report

    「On the other hand, uncertainty regarding developments in overseas economies represents a downside risk to the economy.」

    The view that uncertainty surrounding overseas economies represents a downside risk to the economy remains unchanged.
  17. FY2017-Q2RestatedAnnual report

    「On the other hand, a downturn in overseas economic conditions represents a downside risk to the economy.」

    The view that a downturn in overseas economic conditions represents a downside risk to the economy remains unchanged.
  18. FY2017-Q1First statedAnnual report

    「On the other hand, a downturn in overseas economic conditions represents a downside risk to the economy.」

    While the domestic economy was described as being on a gradual recovery track, a downturn in overseas economic conditions was identified as a downside risk.
Moved together

"Impairment of Foreign Securities" moved the same way as this thread, in the same document, in 6 of its 18 moves.

655444★123456
  1. ★This thread
  2. 1Impairment of Foreign Securities6×
  3. 2Increase in Ordinary Expenses Due to Higher Policy-Reserve Provisioning5×
  4. 3Increase in Investment Expenses5×
  5. 4Price Fluctuation Reserve for Losses from Price Movements4×
  6. 5Decline in Valuation Difference on Available-for-Sale Securities4×
  7. 6Increase in Insurance Payments4×

★ 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
T&D Holdings's next results are scheduled for 2026-11-13. Read the earnings preview
News
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