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Konoike Transport (9025) · RiskMitigated

Capital Expenditure Burden and Impairment Risk

First written in FY2016. 11 of 14 entries say "Materialised", first in FY2018-Q1. Latest entry: FY2026.

14entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2018-Q1 – FY20252016: 120162017: 120172018: 120182019: 120192020: 120202021: 320212022: 320222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Upfront Investment in Logistics Hubs and Contracted Services and Revenue ShortfallsA theme 10 companies write about · 10 as a headwind · 0 as a tailwind

Konoike Transport moved to the "Worse" side of this theme in 2017, 7 years before the typical company in this theme (2024).

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

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. FY2026MitigatedAnnual report

    「The impairment loss was ¥31 million, down from ¥1,494 million in the previous consolidated fiscal year.」

    Although profitability risk relating to facilities and locations continued to materialize, the impairment loss declined from ¥1,494 million in the previous fiscal year to ¥31 million.
  2. FY2025WorsenedAnnual report

    「During the current consolidated fiscal year, the Group recognized impairment losses on the following asset groups.」

    Aggregate impairment losses of ¥1,494 million were recognized on the assets of Eco Innovation, ASR Recycling Kashima and Konohana Unyu, up from ¥52 million in the previous year.
  3. FY2024MaterialisedAnnual report

    「Impairment losses were recognized as extraordinary losses for buildings of ¥9 million, fixtures and fittings of ¥11 million, and software of ¥31 million.」

    An impairment loss of ¥52 million was recognized on operating assets of シャイン㈱, indicating that facilities and asset profitability risk also materialized in the fiscal year ended March 2024.
  4. FY2023-Q2MaterialisedAnnual report

    「Impairment loss 340」

    An impairment loss of ¥340 million was recognized during the six-month period of the current consolidated fiscal year, and the impact of profitability risk relating to facilities and assets continued to materialize.
  5. FY2023-Q1MaterialisedAnnual report

    「Impairment loss - 172」

    An impairment loss of ¥172 million was recognized during the three-month period of the current consolidated fiscal year, and the profitability risk relating to facilities and assets continued to materialize.
  6. FY2022-Q3MaterialisedAnnual report

    「Impairment loss 382」

    An impairment loss of ¥382 million was recognized during the nine-month period of the current consolidated fiscal year, and the profitability risk relating to facilities and assets continued to materialize.
  7. FY2022-Q2MaterialisedAnnual report

    「Impairment loss - 79」

    An impairment loss of ¥79 million was recognized during the six-month period of the current consolidated fiscal year, and the profitability risk relating to facilities and assets continued to materialize.
  8. FY2021MaterialisedAnnual report

    「An impairment loss of ¥1,315 million was recognized as an extraordinary loss.」

    Impairment losses totaling ¥1,315 million were recognized on the Obu Distribution Center Sales Office, idle assets and assets scheduled for disposal. The profitability risk relating to facilities and locations continued to materialize.
  9. FY2021-Q3MaterialisedAnnual report

    「Impairment loss 74」

    An impairment loss of ¥74 million was recognized during the nine-month period of the current consolidated fiscal year, quantifying the impact of profitability risk relating to facilities and assets.
  10. FY2020MaterialisedAnnual report

    「Under extraordinary gains and losses, an impairment loss of ¥1,711 million was recognized as an extraordinary loss.」

    In addition to multiple operating, idle and assets scheduled for disposal, impairment losses were recognized for BEL and KONOIKE J.TRANSPORT (THAILAND) CO.,LTD., indicating that capital investment and asset profitability risk continued to materialize.
  11. FY2019MaterialisedAnnual report

    「During the consolidated fiscal year, the Group recognized impairment losses on the following asset groups: the Wakayama Branch, Osaka Temperature-Controlled Distribution Center Sales Office, Sakai Sales Office and KONOIKE J.TRANSPORT (THAILAND) CO.,LTD.」

    Impairment losses of ¥638 million were recognized at multiple locations and the Thai subsidiary, confirming the materialization of profitability risk relating to facilities and locations.
  12. FY2018MaterialisedAnnual report

    「During the consolidated fiscal year, the Group recognized impairment losses on the following asset groups: the Yahata Sales Office and ANPHA-AG JOINT STOCK COMPANY.」

    Impairment losses totaling ¥474 million were recognized on operating assets and other assets of the Yahata Sales Office and ANPHA-AG, confirming the materialization of capital investment and asset profitability risk.
  13. FY2018-Q1MaterialisedAnnual report

    「However, segment profit was ¥162 million, down 42.1% year on year, due mainly to higher repair costs for existing warehouses resulting from delays in the construction of new refrigerated and temperature-controlled warehouses at the U.S. subsidiary.」

    Higher repair costs for existing warehouses resulting from delays in constructing the new warehouses actually occurred as a 42.1% decline in segment profit in the international logistics business.
  14. FY2016First statedAnnual report

    「If revenue from actual entrusted operations falls below expectations, the Group's operating results and financial position may be affected by pressure on profits resulting from increased depreciation and other expenses.」

    It states that investment in logistics facilities, vehicles, machinery and equipment, and dedicated equipment at customer locations depends on orders and profitability.
Moved together

"A Professional Services Group Delivering High-Quality Services" moved the same way as this thread, in the same document, in 4 of its 14 moves.

443333★123456
  1. ★This thread
  2. 1A Professional Services Group Delivering High-Quality Services4×
  3. 2Business Interruption Caused by Natural Disasters and Fire4×
  4. 3Strengthening the Medical, Fashion, Airport and Temperature-Controlled Logistics Businesses3×
  5. 4Regulatory, Foreign-Exchange and Political/Economic Risks Associated with Overseas Expansion3×
  6. 5Targets for the Fiscal Year Ending March 2021 under the New Medium-Term Management Plan3×
  7. 6Social Responsibility and Contributing to a Safe and Secure Society3×

★ 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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Capital Expenditure Burden and Impairment Risk | Konoike Transport Co.,Ltd. (9025) | Komori