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Kpp Group Holdings (9274) · RiskWorsened

Impact of earthquakes, torrential rains, typhoons and other events on demand for and supply of paper and pulp products

First written in FY2019-Q2. 4 of 6 entries say "Materialised", first in FY2019-Q3. Latest entry: FY2022.

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5years
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ProgressHeldSoftenedWorseMaterialisedFY2019-Q3 – FY20222018: 12019: 320192020: 120202021: 020212022: 12022
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  1. FY2022WorsenedAnnual report

    「If disasters such as typhoons and torrential rains become more severe and frequent, the risk of a significant impact on operations and finances, including supply chain disruptions caused by disasters, is expected to increase.」

    In addition to the historical impact of natural disasters on recovered paper and paperboard, the increasing severity and frequency of disasters and supply chain disruptions are explicitly identified as future risks.
  2. FY2020-Q3MaterialisedAnnual report

    「During the cumulative third quarter consolidated period, the Japanese economy was experiencing negative growth according to most forecasts, as domestic demand, including personal consumption, deteriorated due to the reactionary decline following front-loaded demand ahead of the consumption tax increase, the impact of a major typhoon in October and an unusually warm winter.」

    Large typhoons and warm winters have emerged as a deterioration in domestic demand, while in paperboard they have also reduced sales volume and revenue through declines in beverage and produce demand.
  3. FY2020-Q2MaterialisedAnnual report

    「Paperboard volumes also declined due to the impact of US-China trade friction and a contraction in inbound tourism demand.」

    The text identifies US-China trade friction and the contraction in inbound tourism demand as the main causes of the decline in paperboard demand, and also describes a decrease in demand for beverages and fresh produce due to natural disasters. External factors continue to affect demand and supply.
  4. FY2020-Q1MaterialisedAnnual report

    「Demand for paperboard also declined year on year as beverage and fresh-produce demand was affected by unsettled weather.」

    Unsettled weather affected demand for beverages and fresh produce, resulting in a year-on-year decline in paperboard demand.
  5. FY2019-Q3MaterialisedAnnual report

    「In the paper-making raw materials segment, sales value declined because waste paper generation decreased as a result of concentrated heavy rain and other heavy rainfall.」

    The decline in waste paper generation caused by natural disasters and the resulting decrease in sales value continued to affect the business during the cumulative third quarter period.
  6. FY2019-Q2First statedAnnual report

    「In addition, domestic waste paper generation declined as a result of natural disasters such as typhoons, torrential rain and earthquakes, causing both sales value and sales volume to fall below the previous year.」

    The decline in domestic waste paper generation caused by natural disasters and the year-on-year decreases in sales value and volume are identified for the first time as actual business impacts.
Moved together

"Changes in the Market Value of Held Shares" moved the same way as this thread, in the same document, in 4 of its 6 moves.

433332★123456
  1. ★This thread
  2. 1Changes in the Market Value of Held Shares4×
  3. 2Stabilization of the Earnings Base Through Real Estate Leasing3×
  4. 3Price Fluctuations in Pulp, Wood Chips, Recovered Paper and Other Commodities3×
  5. 4Interest Rate Fluctuations and Borrowings and Commercial Paper3×
  6. 5Escalation of US-China Trade Tensions3×
  7. 6Losses and Restructuring in Overseas Operations2×

★ 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.

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Impact of earthquakes, torrential rains, typhoons and other events on demand for and supply of paper and pulp products | KPP GROUP HOLDINGS CO.,LTD. (9274) | Komori