Komori
Japan Oil Transportation (9074) · RiskMaterialisedLatest Earnings (2026-08-07): "Mitigated"

Market-price fluctuations in investment securities

First written in FY2019. 9 of 12 entries say "Materialised", first in FY2022-Q1. Latest entry: 2026-08-07.

12entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019 – FY2021MaterialisedFY2022-Q1 – FY20262019: 120192020: 020202021: 220212022: 320222023: 320232024: 120242025: 020252026: 22026
Same theme, other companies
Risk from fluctuations in the market prices of financial instruments heldA theme 319 companies write about · 318 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2019: 54 of 136 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 322 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07MitigatedEarnings

    「This was mainly due to a decrease in lease assets as depreciation progressed and a decrease in investment securities resulting from changes in fair value.」

    The balance of investment securities declined from the end of the previous fiscal year, with the impact of changes in fair value reflected in the asset balance.
  2. FY2026MaterialisedAnnual report

    「Property, plant and equipment and other fixed assets amounted to ¥36,170 million, up ¥5,002 million from the end of the previous consolidated fiscal year. This was mainly due to an increase in leased assets included in tangible fixed assets as a result of capital investment, as well as an increase in investment securities due to fair value fluctuations.」

    The balance of investment securities increased from ¥7,309 million in the previous year to ¥11,632 million due to fair value fluctuations and other factors, indicating that the effects of market price fluctuations were reflected in the asset balance.
  3. FY2024-Q3MaterialisedAnnual report

    「Property, plant and equipment amounted to ¥27,629 million, an increase of ¥1,957 million from the end of the previous consolidated fiscal year. This was mainly because, although depreciation of tangible fixed assets progressed, leased assets acquired and investment securities increased as a result of changes in market value.」

    Investment securities increased due to fair value fluctuations, and the effects of market price fluctuations were actually reflected in the fixed-asset balance.
  4. FY2024-Q2MaterialisedAnnual report

    「Property, plant and equipment and other fixed assets amounted to ¥27,208 million, up ¥1,536 million from the end of the previous consolidated fiscal year. This was mainly because leased assets were acquired and investment securities increased due to fair value fluctuations, despite depreciation progressing on tangible fixed assets.」

    Investment securities increased due to fair value fluctuations, and the effects of market price fluctuations were actually reflected in the fixed-asset balance.
  5. FY2024-Q1MaterialisedAnnual report

    「Property, plant and equipment and other fixed assets amounted to ¥25,916 million, up ¥244 million from the end of the previous consolidated fiscal year. This was mainly because investment securities increased due to fair value fluctuations, despite depreciation progressing on machinery, equipment, vehicles and leased assets.」

    Investment securities increased due to fair value fluctuations, and the effects of market price fluctuations continued to be reflected in the fixed-asset balance.
  6. FY2023-Q3MaterialisedAnnual report

    「Property, plant and equipment and other fixed assets amounted to ¥25,470 million, down ¥749 million from the end of the previous consolidated fiscal year. This was mainly because depreciation progressed on tangible fixed assets, despite an increase in investment securities due to fair value fluctuations.」

    Investment securities increased due to fair value fluctuations, and the effects of market price fluctuations were actually reflected in the fixed-asset balance.
  7. FY2023-Q1MaterialisedAnnual report

    「Property, plant and equipment and other fixed assets amounted to ¥26,651 million, up ¥431 million from the end of the previous consolidated fiscal year. This was mainly because investment securities increased due to fair value fluctuations, despite depreciation progressing on machinery, equipment, vehicles and leased assets.」

    Investment securities increased due to fair value fluctuations, and the effects of market price fluctuations were actually reflected in the asset balance.
  8. FY2022MaterialisedAnnual report

    「Property, plant and equipment and other fixed assets amounted to ¥26,220 million, down ¥837 million from the end of the previous consolidated fiscal year. This was mainly because, although capital investment in machinery, equipment and vehicles increased, depreciation progressed on containers, while investment securities declined due to fair value fluctuations.」

    Investment securities declined from ¥4,656 million at the end of the previous consolidated fiscal year to ¥4,633 million due to fair value fluctuations, indicating that the effects of market price fluctuations were reflected in the asset balance.
  9. FY2022-Q3MaterialisedAnnual report

    「Property, plant and equipment amounted to ¥26,838 million, a decrease of ¥219 million from the end of the previous consolidated fiscal year. This was mainly because, although investment in machinery and equipment and vehicles increased, depreciation of containers progressed and investment securities declined as a result of changes in market value.」

    Investment securities declined from ¥4,656 million to ¥4,450 million due to fair value fluctuations, with the effects of market price fluctuations continuing to be reflected in the asset balance.
  10. FY2022-Q1MaterialisedAnnual report

    「Property, plant and equipment and other fixed assets amounted to ¥26,547 million, down ¥510 million from the end of the previous consolidated fiscal year. This was mainly due to depreciation progressing on containers and leased assets, as well as a decline in investment securities resulting from fair value fluctuations.」

    Investment securities declined from ¥4,656 million to ¥4,524 million due to fair value fluctuations, indicating that the effects of market price fluctuations were reflected in the asset balance.
  11. FY2021RestatedAnnual report

    「The shares classified as investment securities are primarily shares in companies with which the company has business relationships and are exposed to market price fluctuation risk, although the company regularly monitors their fair value and the financial condition of the investees.」

    The company continues to describe market price fluctuation risk on strategic holdings and other shares, as well as regular monitoring of fair value and financial condition.
  12. FY2019First statedAnnual report

    「The shares classified as investment securities are primarily shares in companies with which the company has business relationships and are exposed to market price fluctuation risk, although the company regularly monitors their fair value and the financial condition of the investees.」

    The company describes market price fluctuation risk and regular monitoring of shares in companies with which it has business relationships.
Moved together

"Increase in Expenses Due to Rising Fuel Oil Prices" moved the same way as this thread, in the same document, in 8 of its 12 moves.

855332★123456
  1. ★This thread
  2. 1Increase in Expenses Due to Rising Fuel Oil Prices8×
  3. 2Slowing corporate earnings due to weaker overseas economies and yen appreciation5×
  4. 3Securing stable earnings and improving profitability5×
  5. 4Declining domestic demand for petroleum products and freight transport volumes, and a shortage of crew members3×
  6. 5Overseas Transportation of Chemical Products and Expansion of Sales Channels in Asia3×
  7. 6Supply and Demand Fluctuations in Petroleum Products and High-Pressure Gas and Changes in the Structure of Energy Demand2×

★ 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
No upcoming earnings preview for Japan Oil Transportation yet. It last moved in the Earnings of 2026-08-07: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Market-price fluctuations in investment securities | Japan Oil Transportation Co.,Ltd. (9074) | Komori