Komori
Konoike Transport (9025) · RiskReframed

Risk of Contracted Operations Being Replaced by AI and Robots

First written in FY2018. 3 of 5 entries say "Mitigated", first in FY2019. Latest entry: FY2025.

5entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018MitigatedFY2019 – FY20242018: 120182019: 120192020: 120202021: 020212022: 020222023: 020232024: 120242025: 12025
Same theme, other companies
Risk of AI and robots replacing outsourced servicesA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Konoike Transport moved to the "Worse" side of this theme in 2025.

0 other companies' latest entry also says "Reframed".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025ReframedAnnual report

    「With respect to these foreseeable challenges, our Group intends to achieve sustainable enhancement of corporate value by viewing them as new business opportunities rather than threats.」

    The Group shifted its positioning of the risk that existing contracted operations may be replaced by AI and robotics toward viewing it as a business opportunity through contributions to operational improvement and transformation and the operation of new business processes.
  2. FY2024MitigatedAnnual report

    「Our Group is responding by accumulating know-how specific to customers’ production and logistics operations and exploring new forms of contract services that leverage new technologies.」

    In response to the risk that traditional operations may be replaced by AI and robotics, the Group continues to combine the accumulation of proprietary know-how, the development of contract services using new technologies, and DX, automation, and labor-saving initiatives.
  3. FY2020MitigatedAnnual report

    「Our Group is responding by accumulating know-how specific to customers’ production and logistics operations and exploring new forms of contract services that leverage new technologies.」

    In response to the risk of contracted operations being replaced by AI and robotics, the Group is advancing the use of automated forklifts, AI image recognition, automated inspection, IoT, and sensing technologies.
  4. FY2019MitigatedAnnual report

    「Our Group is responding by accumulating know-how specific to customers’ production and logistics operations and exploring new forms of contract services that leverage new technologies.」

    In response to the risk that existing contracted operations may be replaced by AI and robotics, the Group is accumulating site-specific know-how, developing contract services that leverage new technologies, and researching image recognition and automated forklifts.
  5. FY2018First statedAnnual report

    「As advances in artificial intelligence, robotics, and other technologies drive the automation and labor-saving of production processes and logistics operations, the operations traditionally performed under contract by our Group may be replaced and decline.」

    The Group has, for the first time, explicitly identified the possibility that automation and labor-saving through AI and robotics could replace traditional contracted operations as an independent business risk.
Moved together

"Strengthening the Medical, Fashion, Airport and Temperature-Controlled Logistics Businesses" moved the same way as this thread, in the same document, in 4 of its 5 moves.

433333★123456
  1. ★This thread
  2. 1Strengthening the Medical, Fashion, Airport and Temperature-Controlled Logistics Businesses4×
  3. 2Overseas Expansion Through the Establishment of an Overseas Subsidiary3×
  4. 3Securing, Developing and Appropriately Assigning Human Resources3×
  5. 4Improving Productivity through Systems Investment and New Technologies3×
  6. 5Promoting Cross-Functional Growth through the Establishment of a Sales Headquarters3×
  7. 6Developing and Expanding Logistics Facilities and Equipment3×

★ 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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No upcoming earnings preview for Konoike Transport yet.
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