Komori
Nippon Express Holdings (9147) · RiskAdvanced

Climate-transition risks from carbon taxes and environmentally friendly vehicles

First written in FY2022. 2 of 3 entries say "Advanced", first in FY2023. Latest entry: FY2024.

3entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022AdvancedFY2023 – FY20242023: 120232024: 120242025: 12025
Same theme, other companies
Additional Costs Arising from Climate Change, Resource Depletion and Environmental RegulationsA theme 66 companies write about · 66 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 4 of 17 companies on the "Worse" side.

7 other companies' latest entry also says "Advanced".

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 66 companies compared. The sentences above are computed from all 66.
Full recordFilings, disclosures and news, newest first
  1. FY2024AdvancedAnnual report

    「In 2024, we conducted a financial-impact analysis of the transition risk of higher emissions-reduction costs, which is closely related to the core businesses of NX Group companies in Japan among the risks and opportunities assessed as having particularly significant business impacts.」

    The analysis of climate-transition risks progressed to financial-impact analysis of emissions-reduction costs.
  2. FY2023AdvancedAnnual report

    「In 2023, we conducted detailed analyses of revisions to carbon costs analyzed in 2022, physical risks (acute risks) and opportunities relating to products and services.」

    Analysis of climate-transition and physical risks continued under the 1.5°C and 4°C scenarios, progressing to detailed analysis of carbon costs, acute physical risks and opportunities relating to products and services.
  3. FY2022First statedAnnual report

    「The financial impact of carbon pricing was estimated at approximately ¥9.0 billion to ¥11.0 billion in 2030.」

    Transition risks such as carbon taxes under the 1.5°C scenario were quantified financially for the first time, with the impact in 2030 estimated at approximately ¥9.0 billion to ¥11.0 billion.
Moved together

"Increasing Investment in Growth Areas and Expanding into Untapped Regions" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222222★123456
  1. ★This thread
  2. 1Increasing Investment in Growth Areas and Expanding into Untapped Regions2×
  3. 2Capturing Pharmaceutical Logistics, Green Logistics and Overseas Markets2×
  4. 3Selection and Concentration, and Acquiring Capabilities through M&A2×
  5. 4Improving Capital Efficiency and Returning Capital through Share Repurchases2×
  6. 5First-Quarter Results for 20222×
  7. 6Dividend payments to shareholders2×

★ 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 Nippon Express Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Climate-transition risks from carbon taxes and environmentally friendly vehicles | NIPPON EXPRESS HOLDINGS,INC. (9147) | Komori