Fluctuations in Port and Warehousing Volumes Driven by Overseas Demand
First written in FY2016. 12 of 36 entries say "Restated". Latest entry: 2026-08-13.
Kyogoku unyu shoji moved to the "Worse" side of this theme in 2022, 4 years after the typical company in this theme (2018).
The whole theme swung hardest in 2022: 7 of 7 companies on the "Worse" side.
1 other company's latest entry also says "Mitigated".
- 2026-08-13MitigatedEarnings
「Although the volume of import and export cargo handled by the warehousing division declined, increases in the volume of products handled by the customs clearance division for Europe and the handling of new products resulted in increases in both sales and earnings.」
Although the volume of import and export cargo continued to decline in international logistics, increased handling of products for Europe and new products resulted in higher sales and earnings. - FY2026MitigatedAnnual report
「In the customs clearance division, exports and imports to and from China declined, but price revisions for warehousing fees in the warehousing division resulted in higher revenue and profit. As a result, revenue was ¥631 million, up ¥25 million, or 4.1%, from the previous fiscal year, while segment profit (operating profit) was ¥133 million, up ¥19 million, or 16.3%.」
Although exports and imports to and from China continued to decline, price revisions for warehousing fees resulted in a 4.1% increase in revenue and a 16.3% increase in profit in the international logistics business. - 2026-05-14MitigatedEarnings
「Although import and export volumes handled by the customs clearance division for China declined, the revision of storage charges in the warehousing division resulted in increases in both sales and earnings.」
Although imports and exports to and from China continued to decline, the revision of storage charges in the warehousing division resulted in higher sales and earnings in the international logistics business. - FY2026-H1Maintaining profit through lower China trade and price revisionsAnnual report
「In the customs clearance division, exports and imports to and from China declined, but price revisions for warehousing fees in the warehousing division resulted in lower revenue and higher profit. As a result, revenue was ¥305 million, down ¥3 million, or 0.8%, from the previous interim consolidated fiscal year, while segment profit (operating profit) was ¥62 million, up ¥0 million, or 0.4%.」
Although exports and imports to and from China continued to decline, price revisions for warehousing fees resulted in a slight increase in segment profit, while revenue in the international logistics business declined. - FY2025MaterialisedAnnual report
「The volume of export cargo handled, mainly chemicals, declined substantially due to the impact of external factors including the slowdown in the Chinese economy, the war in Ukraine and deteriorating US-China relations, resulting in lower revenue and profit. As a result, revenue was ¥606 million, down ¥30 million, or 4.7%, from the previous fiscal year, while segment profit (operating profit) was ¥114 million, down ¥30 million, or 20.8%.」
The decline in export cargo handling volumes resulting from overseas economic and geopolitical factors was reflected in the full-year results as a 4.7% decline in revenue and a 20.8% decline in profit in the international logistics business. - FY2025-H1MaterialisedAnnual report
「Exports declined due to lower production at domestic plants resulting from shortages of semiconductor materials and weak overseas demand, resulting in lower revenue and profit. As a result, revenue was ¥307 million, down ¥8 million, or 2.6%, from the previous interim consolidated fiscal year, while segment profit (operating profit) was ¥62 million, down ¥25 million, or 28.6%.」
Weak overseas demand and shortages of semiconductor materials materialised as lower exports, leading to a 2.6% decline in revenue and a 28.6% decline in profit in the international logistics business. - FY2024WorsenedAnnual report
「The volume of export cargo handled, mainly chemicals, declined sharply due to the slowdown in the Chinese economy, the war in Ukraine and other factors. As a result, revenue was ¥636 million, down ¥103 million, or 13.9%, from the previous fiscal year, while segment profit (operating profit) was ¥144 million, down ¥8 million, or 5.0%.」
Overseas economic and geopolitical factors materialised as a substantial decline in export cargo handling volumes and lower revenue and profit in the international logistics business. - FY2024-Q2WorsenedAnnual report
「During the first six months of the fiscal year, the Japanese economy was showing signs of a gradual recovery following the reclassification of COVID-19 under the Infectious Diseases Act to Category 5, but the outlook remained uncertain due to factors including the prolonged situation in Ukraine, escalating conflict over the Palestinian issue and the weak Chinese economy.」
While indicating signs of recovery, it newly specifies escalating conflict over the Palestinian issue, in addition to the previously identified prolonged situation in Ukraine and weakness in the Chinese economy, as an uncertainty factor for the economy. - FY2024-Q1WorsenedAnnual report
「During the first three months of the fiscal year, the Japanese economy was showing signs of a gradual recovery following the reclassification of COVID-19 under the Infectious Diseases Act to Category 5, but the outlook remained uncertain due to factors including the prolonged situation in Ukraine and the weak Chinese economy.」
While indicating signs of recovery following the reclassification of the infectious disease, it newly specifies the prolonged situation in Ukraine and weakness in the Chinese economy as uncertainty factors. - FY2023Import cargo recovery alongside continued stagnation in export cargoAnnual report
「Although import cargo recovered as the COVID-19 pandemic subsided, export cargo remained stagnant. As a result, revenue was ¥405 million, an increase of ¥67 million, or 19.7%, from the previous fiscal year.」
The mix shifted to a recovery in import cargo alongside continued stagnation in export cargo, and revenue in the port transportation and customs clearance business increased 19.7%. - FY2023-Q3WorsenedAnnual report
「During the first nine months of the fiscal year, an economic recovery was expected as various policy measures took effect while living with COVID-19. However, while global monetary tightening and other factors continue, a downturn in overseas economies poses a risk to the Japanese economy. Close attention is also required to the impact of higher prices, supply-side constraints, fluctuations in financial and capital markets, and infection trends in China.」
While indicating expectations for an economic recovery, it explicitly identifies global monetary tightening, a downturn in overseas economies, higher prices, supply constraints and fluctuations in financial and capital markets, as well as infection trends in China, as factors requiring attention. - FY2023-Q2WorsenedAnnual report
「During the first six months of the fiscal year, an economic recovery was expected as various policy measures took effect amid the transition to a new phase of living with COVID-19. However, while global monetary tightening and other factors continue, a downturn in overseas economies poses a risk to the Japanese economy. In addition, the outlook remains uncertain due to higher prices, supply-side constraints and changes in financial and capital markets.」
While indicating expectations for an economic recovery from living with COVID-19, it explicitly identifies global monetary tightening, a downturn in overseas economies, higher prices, supply constraints and changes in financial and capital markets as uncertainty factors. - FY2023-Q1The prolonged situation in Ukraine and restrictions on economic activity in China are explicitly identifiedAnnual report
「During the first three months of the fiscal year, the Japanese economy was expected to recover as economic activity normalised amid comprehensive measures to address COVID-19. However, the outlook for the economy remained uncertain due to factors including the prolonged situation in Ukraine and the impact of restrictions on economic activity in China.」
While indicating expectations for economic normalisation, it newly specifies the prolonged situation in Ukraine and restrictions on economic activity in China as uncertainty factors. - FY2022WorsenedAnnual report
「However, the economic outlook has again become difficult to foresee due to the spread of the Omicron variant, globally higher energy and resource prices following Russia's invasion of Ukraine, and falling share prices resulting from the impact of the US Federal Reserve's monetary policy.」
It newly specifies the Omicron variant, higher energy and resource prices following the invasion of Ukraine, and share-price declines resulting from monetary policy as specific uncertainty factors for overseas economies and global demand. - FY2022-Q3Expectations for an economic recovery addedAnnual report
「Looking ahead, an economic recovery is expected as economic and social activity moves towards normalisation, supported by the effects of various policy measures and improvements in overseas economies.」
In addition to the severe conditions caused by the pandemic and downside risks to the economy, it indicates expectations for an economic recovery supported by the normalisation of economic and social activity, the effects of policy measures and improvements in overseas economies. - FY2022-Q2Global economic recovery alongside concerns about low growth and a resurgence of infectionsAnnual report
「During the first six months of the fiscal year, the Japanese economy showed signs of recovery in the business conditions of large companies and manufacturers in line with the solid recovery of the global economy, but overall growth remained low due to repeated declarations of a state of emergency, the expansion of areas covered and sluggish consumption.」
While describing signs of recovery in the global economy and among large companies and manufacturers, it also describes low growth resulting from states of emergency and sluggish consumption. - FY2022-Q1The start of vaccinations is presented as a positive developmentAnnual report
「During the first three months of the fiscal year, the Japanese economy remained in a difficult condition, with no end to the COVID-19 pandemic yet in sight. Although there were some positive developments, such as the start of vaccinations, the outlook for the economy remained persistently uncertain.」
While maintaining the view that conditions remain difficult and that the end of the COVID-19 pandemic is not yet in sight, it also presents the start of vaccinations as a positive development. - FY2021WorsenedAnnual report
「During the fiscal year, the Japanese economy remained in an extremely severe condition as social and economic activity was severely restricted by the spread of COVID-19. The outlook for the economy also remained uncertain, including the reissuance of a state of emergency in January 2021. Although vaccination programmes began in countries around the world at the start of this year, Japan remains far from bringing the COVID-19 pandemic under control, and the recovery is expected to take time.」
In addition to uncertainty in the overseas and domestic economies, it indicates that the COVID-19 pandemic is far from being brought under control and that recovery will take time, reinforcing concerns about a downturn in the economy. - FY2021-Q3Overseas economic recovery expectations alongside downside risksAnnual report
「During the first nine months of the fiscal year, the Japanese economy remained in a severe condition due to the impact of COVID-19, but amid measures to prevent the spread of infection, the effects of various policies and an improvement in overseas economies are expected to support a continued recovery. However, close attention must be paid to the risk that the spread of infection could weigh on domestic and overseas economies, and the impact of fluctuations in financial and capital markets must be monitored closely.」
In addition to concerns about stagnation and renewed deterioration through the previous quarter, the report describes expectations for a recovery supported by improvements in overseas economies and the effects of policy measures. At the same time, the risk of an economic downturn resulting from a resurgence of infections and fluctuations in financial and capital markets continues to be highlighted. - FY2021-Q2RestatedAnnual report
「During the first six months of the fiscal year, the Japanese economy declined sharply in the April-June quarter amid the COVID-19 pandemic, but showed signs of a slight recovery in the July-September quarter after the state of emergency was lifted and lockdowns in major countries were eased. However, with concerns about a resurgence of COVID-19 infections and second and third waves, the economy may stagnate again, and conditions are expected to remain severe.」
While the economy showed signs of a slight recovery, it continues to identify the possibility of renewed stagnation resulting from a resurgence of COVID-19 infections and second and third waves as an uncertainty factor. - FY2020WorsenedAnnual report
「The rapid spread of the novel coronavirus has raised concerns about a serious impact on the global and Japanese economies, increasing uncertainty about the economic outlook.」
In addition to uncertainty in the global economy, it newly specifies the serious impact of the spread of the novel coronavirus on the global and domestic economies. - FY2020-Q3RestatedAnnual report
「However, uncertainty remains, including the impact of developments surrounding trade issues, the outlook for the Chinese economy, developments in overseas economies such as the UK's departure from the EU, fluctuations in financial and capital markets, and trends in consumer sentiment following the consumption tax rate increase.」
It continues to identify trade issues, the Chinese economy, the UK's departure from the EU and fluctuations in financial and capital markets as sources of uncertainty in the global economy. quantified=false, materialized=false. - FY2020-Q2RestatedAnnual report
「Since August, sentiment has deteriorated amid headwinds in the external environment, including escalating trade friction between the US and China and signs of a slowdown in the Chinese economy, and conditions remain uncertain.」
It continues to regard uncertainty in overseas economies and the trade environment, including US-China trade friction and a slowdown in the Chinese economy, as a risk. - FY2020-Q1RestatedAnnual report
「However, the impact on the global economy of developments in trade issues, the outlook for the Chinese economy, uncertainty surrounding developments and policies in overseas economies, and fluctuations in financial and capital markets remains highly uncertain.」
It continues to identify uncertainty in the global economy resulting from trade issues, the Chinese economy, overseas economies and policies, and fluctuations in financial and capital markets. - FY2019RestatedAnnual report
「However, uncertainty in the global economy has been increasing due to factors including a slowdown in the Chinese economy, the UK's departure from the EU and US protectionist policies, while the outlook for the domestic economy remains uncertain, including the impact of the consumption tax increase scheduled for October this year.」
It continues to recognise the Chinese economy, the UK's departure from the EU and US protectionist policies as uncertainty factors for the global economy. - FY2019-Q3RestatedAnnual report
「However, the impact on the global economy of developments in trade issues, uncertainty in overseas economies and fluctuations in financial and capital markets remains highly uncertain.」
It continues to identify uncertainty in the global economy resulting from trade issues, uncertainty in overseas economies and fluctuations in financial and capital markets. - FY2019-Q2RestatedAnnual report
「However, the impact on the global economy of trade friction resulting from the US's protectionist trade policies, uncertainty in overseas economies and fluctuations in financial and capital markets remains highly uncertain.」
It continues to identify trade friction resulting from the US's protectionist trade policies, uncertainty in overseas economies and fluctuations in financial and capital markets as uncertainty factors for the global economy. - FY2019-Q1WorsenedAnnual report
「However, the impact on the global economy of heightened geopolitical risks, including the situation in the Middle East and the North Korean issue, and US measures to address protectionism remains highly uncertain.」
It newly specifies heightened geopolitical risks, including the situation in the Middle East and the North Korean issue, and US measures to address protectionism as uncertainty factors for the global economy. - FY2018MaterialisedAnnual report
「Revenue declined due to a decrease in export handling volumes among major shippers resulting from the yen's appreciation becoming entrenched,」
Risks related to overseas demand and the foreign-exchange environment have materialised as lower export handling volumes among major shippers and lower revenue in the port transportation and customs clearance businesses. - FY2018-Q3RestatedAnnual report
「However, concerns over a downturn in the global economy arising from policy developments in the US and emerging Asian economies and fluctuations in financial and capital markets have left the outlook for the economy persistently uncertain.」
It continues to identify concerns about a downturn in the global economy resulting from policy developments in the US and emerging Asian economies and fluctuations in financial and capital markets. - FY2018-Q2RestatedAnnual report
「However, concerns over a downturn in the global economy arising from policy developments in the US and Europe and fluctuations in financial and capital markets have left the outlook for the economy persistently uncertain.」
It continues to identify concerns about a downturn in the global economy resulting from policy developments in the US and Europe and fluctuations in financial and capital markets. - FY2018-Q1RestatedAnnual report
「However, concerns over a downturn in the global economy arising from political developments in the US and Europe and fluctuations in financial and capital markets have left the outlook for the economy persistently uncertain.」
It continues to identify a downturn in the global economy and uncertainty about its outlook, including political developments overseas and fluctuations in financial and capital markets. - FY2017-Q3RestatedAnnual report
「Concerns over the impact of the new US administration's economic policies, an economic slowdown in emerging markets, including China, and the UK's departure from the EU have made the outlook for the economy persistently uncertain.」
It continues to recognise uncertainty regarding overseas economies and global demand, and this time also identifies the impact of the new US administration's economic policies as a factor. - FY2017-Q2RestatedAnnual report
「Concerns over a downturn in the global economy arising from concerns about an economic slowdown in emerging and resource-rich countries, including China, and the UK's departure from the EU have made the outlook for the economy persistently uncertain.」
It continues to identify concerns about economic slowdowns in emerging and resource-rich countries, including China, the UK's departure from the EU, and a downturn in the global economy. - FY2017-Q1WorsenedAnnual report
「Concerns over a downturn in the global economy arising from concerns about an economic slowdown in emerging markets, including China, and the UK's departure from the EU have made the outlook for the economy persistently uncertain.」
Specific factors related to risks involving overseas demand and the external economic environment are identified, including an economic slowdown in emerging markets, particularly China, and the UK's departure from the EU. - FY2016First statedAnnual report
「Trends in overseas demand affect customers' sales and procurement volumes and, consequently, are primarily a factor behind fluctuations in the earnings of the port transportation, customs clearance and warehousing businesses.」
Overseas demand affects the port transportation, customs clearance and warehousing businesses through customers' sales and procurement volumes.