Komori
Skymark Airlines (9204) · RiskRestated

Business environment uncertainty caused by monetary tightening, yen depreciation and soaring resource prices

First written in FY2023-Q3. 10 of 13 entries say "Restated". Latest entry: FY2027-H1.

13entries
4years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q3 – 2026-05-152023: 420232024: 320242025: 120252026: 52026
Same theme, other companies
Financial market volatility and uncertainty over exchange rates and pricesA theme 166 companies write about · 167 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2020: 46 of 65 companies on the "Worse" side.

72 other companies' latest entry also says "Restated".

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 166 companies compared. The sentences above are computed from all 166.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「Meanwhile, the outlook remains uncertain due to soaring energy and raw material prices and their prolongation amid heightened tensions in the Middle East, cautious consumer behavior resulting from continued high prices, and fluctuations in foreign exchange and financial and capital markets.」

    The uncertain business environment caused by energy and raw material prices, high prices, and fluctuations in foreign exchange and financial markets continues. It is stated that there have been no material changes to the risks associated with the business or other matters.
  2. 2026-08-07RestatedResults

    「一方で、物価高の継続、中東情勢の緊迫化を背景としたエネルギー価格の高騰、為替相場及び金融資本市場の変動などにより、先行き不透明な状況が続いております。」

    物価高、エネルギー価格高騰、中東情勢、為替変動による不透明な事業環境が引き続き記載されている。
  3. FY2026WorsenedAnnual report

    「Prolonged yen depreciation and structural inflation have led to a substantial increase in costs for Japan's domestic airline industry. In addition, recent developments in the Middle East have further heightened uncertainty about the outlook for crude oil prices, requiring close monitoring as a risk of further increases in aircraft fuel costs.」

    In addition to yen depreciation and structural inflation, uncertainty surrounding the situation in the Middle East and the outlook for crude oil prices is emphasized, indicating that business environment risks have become more severe.
  4. FY2026-H1RestatedAnnual report

    「Meanwhile, the outlook remains a situation requiring close attention due to sluggish personal consumption resulting from continued price increases, the effects of U.S. trade policy and prolonged geopolitical risks.」

    It is expressly stated that there have been no material changes to the risks associated with the business or other matters, while the uncertain business environment caused by price increases, U.S. trade policy and geopolitical risks continues.
  5. FY2025-H1RestatedAnnual report

    「Meanwhile, the outlook remains a situation requiring close attention due to soaring raw material and energy prices caused by unstable global conditions, and rising prices affected by significant exchange-rate fluctuations and global inflation.」

    The uncertain business environment arising from soaring raw material and energy prices, exchange-rate fluctuations and price increases driven by inflation continues to be cited.
  6. FY2024RestatedAnnual report

    「Meanwhile, the outlook remains uncertain due to soaring raw material and energy prices, yen depreciation affected by U.S. monetary policy, and an unstable global economy resulting from heightened geopolitical risks.」

    The uncertain business environment caused by raw material and energy prices, yen depreciation and geopolitical risks continues to be cited in the annual report.
  7. FY2024-Q3RestatedAnnual report

    「Meanwhile, the economic outlook remains uncertain due to soaring raw material and energy prices, yen depreciation affected by volatility in global financial and capital markets, and heightened geopolitical tensions.」

    Uncertainty about the outlook caused by soaring raw material and energy prices, yen depreciation, financial market volatility and heightened geopolitical tensions continues. It is stated that there have been no material changes to the risks associated with the business or other matters.
  8. FY2024-Q2RestatedAnnual report

    「Meanwhile, the outlook remains a situation requiring close attention, owing to continued soaring raw material and energy prices and yen depreciation affected by global monetary tightening.」

    Continued uncertainty about the outlook due to soaring raw material and energy prices, monetary tightening and yen depreciation is cited.
  9. FY2024-Q1RestatedAnnual report

    「Meanwhile, soaring raw material and energy prices, continued yen depreciation and resulting price increases have restrained personal consumption, among other effects, and the outlook remains a situation requiring close attention.」

    Continued uncertainty about the outlook due to soaring raw material and energy prices, yen depreciation and rising prices is cited.
  10. FY2023RestatedAnnual report

    「Meanwhile, with global monetary tightening and other factors continuing, the outlook remains uncertain and requires continued close attention due to record yen depreciation and soaring resource prices.」

    The uncertain business environment caused by monetary tightening, yen depreciation and soaring resource prices continues to be cited.
  11. FY2023-Q3First statedAnnual report

    「During the nine months ended [the third quarter], the business environment showed a gradual recovery in economic activity, partly reflecting the effects of various policies addressing COVID-19. However, with global monetary tightening and other factors continuing, the outlook remains uncertain due to record yen depreciation and soaring resource prices.」

    Monetary tightening, yen depreciation and soaring resource prices are identified as actual business environment factors, appearing for the first time as risks contributing to continued uncertainty about the outlook.
Moved together

"Shareholder returns based on a payout ratio of approximately 35% and additional distributions" moved the same way as this thread, in the same document, in 2 of its 13 moves.

22★12
  1. ★This thread
  2. 1Shareholder returns based on a payout ratio of approximately 35% and additional distributions2×
  3. 2Foreign exchange risk related to foreign-currency aircraft leases and maintenance costs2×

★ 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 Skymark Airlines yet. It last moved in the Results of 2026-08-07: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.