Komori
GLOME Holdings (8938) · RiskReframed

Foreign-exchange and stock-price instability stemming from the UK's Brexit issue and other factors

First written in FY2017-Q1. 7 of 11 entries say "Reframed", first in FY2017-Q3. Latest entry: FY2020-Q2.

11entries
4years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017-Q1 – FY2017-Q2RestatedFY2017 – FY2018-Q2ReframedFY2018 – FY2020-Q22016: 220162017: 320172018: 320182019: 32019
Same theme, other companies

The whole theme swung hardest in 2020: 140 of 176 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 199 companies compared. The sentences above are computed from all 199.Comparing 199 of the theme's 242 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2020-Q2ReframedAnnual report

    「During the six-month period ended in the second quarter, the Japanese economy showed weakness in export-related sectors, particularly manufacturing, owing to Japan-China trade friction and the slowdown in the Chinese economy. However, the economy remained stable, supported by improvements in employment conditions, a recovery in personal consumption and front-loaded demand ahead of the consumption tax increase from October 2019. Nevertheless, the impact of developments in trade issues on global conditions remains difficult to predict, and concerns about their effect on the economic outlook continue.」

    The factors behind concern about the outlook have become more specific, namely Japan-China trade friction, the slowdown in the Chinese economy, trade issues and the consumption tax increase.
  2. FY2020-Q1ReframedAnnual report

    「In addition to the planned consumption tax increase from October 2019, uncertainty in global conditions, including slower growth in the Chinese economy and developments in trade issues, is increasing, raising concerns about the impact on the economic outlook.」

    The factors behind uncertainty about the outlook have become more specific, namely the consumption tax increase, slower growth in the Chinese economy and trade issues.
  3. FY2019ReframedAnnual report

    「Regarding the future management environment of the Group, we believe that a key issue will be whether the current administration's economic policies (Abenomics) can continue to stimulate economic activity in Japan. In particular, we believe it is important to assess the impact on the economy of raising the consumption tax rate to 10% and holding the Tokyo Olympics.」

    The explanation of the external environment has shifted from foreign exchange, stock prices and overseas conditions to domestic economic policy, the consumption tax increase and the impact of the Tokyo Olympics.
  4. FY2019-Q2ReframedAnnual report

    「During the six-month period ended in the second quarter, the Japanese economy was on a path of moderate growth owing to increased corporate capital investment and improvements in employment conditions. However, concerns about the global economy arising from US trade issues, together with the economic impact of a succession of natural disasters, mean that the economic outlook remains uncertain.」

    Uncertainty about the outlook continues, with the US trade issue and the economic impact of a succession of natural disasters cited as the factors this time.
  5. FY2019-Q1ReframedAnnual report

    「Overall, the economy entered a phase of moderate growth owing to companies' willingness to invest and improvements in employment and income conditions. However, concerns about the global economy, including the US tariff issue and unstable conditions overseas, mean that the economic outlook remains uncertain.」

    Uncertainty about the outlook continues, with the US tariff issue and unstable conditions overseas cited as the factors this time.
  6. FY2018ReframedAnnual report

    「The feared impact of the change in the US administration on the global economy has not had any direct effect as of now, but uncertainty about the outlook nevertheless remains undeniable.」

    Uncertainty in the external environment continues, but the factors cited have shifted to matters including the change in the US administration.
  7. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no material changes in the financial position, operating results or cash flows, including any unusual fluctuations, or in the risks related to the business described in the annual securities report for the previous fiscal year.」

    It has been reconfirmed that there have been no material changes to the risks related to the business and other matters.
  8. FY2017RestatedAnnual report

    「The outlook for the global economy remains uncertain. In addition to concerns about a slowdown in the Chinese, European and other economies, the UK's Brexit issue has caused considerable anxiety in the financial and equity markets and led to a stronger yen and weaker share prices.」

    Uncertainty in the external environment stemming from the UK's Brexit issue, anxiety in the financial and equity markets, and the trend toward a stronger yen and weaker share prices continues.
  9. FY2017-Q3ReframedAnnual report

    「Uncertainty about the outlook continues, owing to factors including foreign-exchange market instability resulting from the slowdown in the Chinese economy and the impact of the US presidential election.」

    Foreign-exchange market instability and uncertainty about the outlook continue, but the cited factors are the slowdown in the Chinese economy and the impact of the US presidential election, rather than the UK's Brexit issue.
  10. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no material changes in the financial position, operating results or cash flows, including any unusual fluctuations, or in the risks related to the business described in the annual securities report for the previous fiscal year.」

    It was stated that there had been no significant changes in business and other risks.
  11. FY2017-Q1First statedAnnual report

    「Concerns over foreign-exchange and stock-price instability stemming from the UK's Brexit issue and other factors have heightened caution about the outlook.」

    Regarding the external environment, concerns have been expressed about foreign-exchange and stock-price instability.
Moved together

"Risk of joint and several guarantee obligations for SPC borrowings" moved the same way as this thread, in the same document, in 5 of its 11 moves.

533222★123456
  1. ★This thread
  2. 1Risk of joint and several guarantee obligations for SPC borrowings5×
  3. 2Management policy: from creating stability to creating growth3×
  4. 3Risk of Changes in the Consolidation Scope Determination for Real Estate Funds3×
  5. 4Operating a single segment focused on real estate leasing2×
  6. 5Financing the acquisition of property held for sale through subsidiary borrowings and consolidating the SPC2×
  7. 6Steady improvement in the vacancy rate2×

★ 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
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