Komori
Fuluhashi Epo (9221) · RiskMaterialised

Risk of weak domestic and overseas logistics demand and intensifying competition

First written in FY2023. 3 of 4 entries say "Materialised", first in FY2024-Q1. Latest entry: FY2024-Q3.

4entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023MaterialisedFY2024-Q1 – FY2024-Q32023: 320232024: 12024
Same theme, other companies
Lower revenue and profit due to sluggish cargo movement in transport businessesA theme 21 companies write about · 24 as a headwind · 0 as a tailwind

Fuluhashi Epo moved to the "Worse" side of this theme in 2023, 3 years after the typical company in this theme (2020).

The whole theme swung hardest in 2023: 12 of 19 companies on the "Worse" side.

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

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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3MaterialisedAnnual report

    「Meanwhile, although the Company's market share was maintained, sales volume declined due to weak customer shipment activity, resulting in segment revenue of ¥552.654 million (94.5% of the same period of the previous year).」

    Weak customer shipment activity continued to be reflected in lower sales volume, with segment revenue from the environmental logistics business reaching 94.5% of the same period of the previous year.
  2. FY2024-Q2MaterialisedAnnual report

    「Meanwhile, although the Company's market share was maintained, sales volume declined due to weak customer shipment activity, resulting in segment revenue of ¥349.302 million (89.3% of the same period of the previous year).」

    The impact of weak logistics demand continued to result in an actual decline in sales volume, with revenue from the environmental logistics business reaching 89.3% of the same period of the previous year.
  3. FY2024-Q1MaterialisedAnnual report

    「Meanwhile, although the Company's market share was maintained, sales volume declined due to weak customer shipment activity, resulting in segment revenue of ¥173.707 million (84.8% of the same period of the previous year).」

    Regarding the risk of weak logistics demand, sales volume declined because of weak customer shipment activity, and the environmental logistics business recorded revenue equivalent to 84.8% of the same period of the previous year.
  4. FY2023First statedAnnual report

    「At present, many companies serving customers in the various regions of the Group continue to experience weak logistics volumes as a result of the spread of COVID-19, and if this situation continues, it may affect the Group's operating performance and financial position.」

    For the environmental logistics business, the company identifies domestic and overseas economic and logistics trends, weak logistics volumes resulting from COVID-19, and intensifying competition as risks.
Moved together

"Stagnant Housing Starts" moved the same way as this thread, in the same document, in 3 of its 4 moves.

32★12
  1. ★This thread
  2. 1Stagnant Housing Starts3×
  3. 2Proposal to Expand Inventory and Sales Channels through Bulk Purchases of Unneeded Logistics Equipment2×

★ 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 Fuluhashi Epo yet.
News
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