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Kamigumi (9364) · RiskMitigated

Stagnation in Domestic Capital Investment and Corporate Earnings Improvement

First written in FY2017-Q3. 6 of 16 entries say "Restated". Latest entry: FY2022.

16entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2018-Q3 – FY2019-Q1ReframedFY2019RestatedFY2021-Q3 – FY2022-Q22017: 320172018: 420182019: 220192020: 220202021: 320212022: 22022
Same theme, other companies
Sensitivity to industrial economic conditions and capital investment trends in Japan and overseasA theme 89 companies write about · 89 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2020: 61 of 76 companies on the "Worse" side.

21 other companies' latest entry also says "Mitigated".

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 89 companies compared. The sentences above are computed from all 89.
Full recordFilings, disclosures and news, newest first
  1. FY2022MitigatedAnnual report

    「During the consolidated fiscal year, as Japan's economy moved toward normalization of economic activity, some recovery was evident in private consumption, capital investment and production. However, the outlook for the economy has become uncertain due to higher raw material prices associated with the situation in Ukraine and elsewhere and the impact of the renewed spread of COVID-19.」

    Some recovery in capital investment and production is noted, weakening the previous concern over contraction in capital investment and corporate earnings. However, uncertainty caused by higher raw material prices and the renewed spread of the infection remains.
  2. FY2022-Q3SoftenedAnnual report

    「During the cumulative third-quarter period, Japan's economy showed signs of a partial recovery in personal consumption, capital investment and production due to the easing of restrictions, including the lifting of the state of emergency. However, the economic outlook remained uncertain due to risks including supply chain disruptions, surging crude oil prices, and a renewed spread of infections caused by COVID-19 variants.」

    The description has changed to note some recovery in private consumption, capital investment and production as restrictions were eased, while uncertainty over the economic outlook, including capital investment and production, has continued.
  3. FY2022-Q2RestatedAnnual report

    「During the cumulative second-quarter period, Japan's economy showed signs of a partial recovery in areas including capital investment and production, but the economic outlook remained uncertain due to supply chain disruptions, surging crude oil prices, the risk of a renewed spread of COVID-19, and other factors.」

    While some recovery in capital investment and production is evident, uncertainty over the outlook for the domestic economy has continued.
  4. FY2021RestatedAnnual report

    「During the consolidated fiscal year, Japan's economy showed some signs of recovery, including in corporate capital investment and production. However, the spread of COVID-19 remained unchecked, leaving the economic outlook severe.」

    While some recovery in capital investment and production is evident, the severe economic outlook caused by the spread of the infection has continued.
  5. FY2021-Q3RestatedAnnual report

    「During the cumulative third-quarter period, signs of a partial recovery were seen in personal consumption and production, but capital investment and corporate earnings declined due to the global spread of COVID-19, leaving the economic outlook uncertain.」

    While some recovery in private consumption and production is evident, declines in capital investment and corporate earnings and uncertainty over the economic outlook have continued.
  6. FY2021-Q2WorsenedAnnual report

    「Although the gradual resumption of economic activity has led to some signs of recovery in private consumption and production, the outlook for the economy has become uncertain, with capital investment and corporate earnings contracting significantly.」

    While some recovery in private consumption and production is noted, capital investment and corporate earnings are described as having contracted significantly, indicating that the deterioration caused by COVID-19 has continued from the improvement trend through the previous fiscal year.
  7. FY2021-Q1WorsenedAnnual report

    「The outlook for the economy became severe, with private consumption, production and inbound demand contracting rapidly due to restrictions on socioeconomic activity.」

    The situation has deteriorated from the slowing growth in industrial production and exports noted in the previous fiscal year to a rapid contraction in production caused by COVID-19 and restrictions on social and economic activity.
  8. FY2019The subject of the description has changed from stagnation in capital investment and corporate earnings to slowing growth in industrial production and exports.Annual report

    「During the consolidated fiscal year, the global and domestic economies continued on a gradual recovery trend. However, the outlook for the economy has become uncertain due to the impact of trade issues between the United States and China, the prolonged issue of the United Kingdom's withdrawal from the EU, and signs of slowing growth in some areas of domestic industrial production, including electronic components, and exports.」

    The focus of concern regarding the domestic economy has changed from the previous stagnation in capital investment and corporate earnings to slowing growth in some areas of domestic industrial production and exports.
  9. FY2019-Q3RestatedAnnual report

    「In Japan as well, the economy has continued on a gradual recovery trend, with capital investment increasing and employment conditions and corporate earnings improving.」

    The gradual recovery in the domestic economy, driven by increased capital investment and improvements in employment conditions and corporate earnings, has continued.
  10. FY2019-Q2RestatedAnnual report

    「In Japan as well, the economy has continued on a gradual recovery trend, with capital investment increasing and employment conditions and corporate earnings improving.」

    The gradual recovery in the domestic economy, driven by increased capital investment and improvements in employment conditions and corporate earnings, has continued.
  11. FY2019-Q1MitigatedAnnual report

    「In Japan as well, the economy has continued on a gradual recovery trend, with employment conditions and corporate earnings improving and capital investment increasing.」

    In addition to improvements in corporate earnings and an increase in capital investment, improvements in employment conditions are also noted, and the previous concern over stagnation in domestic capital investment and improvements in corporate earnings continues to ease.
  12. FY2018MitigatedAnnual report

    「In Japan, the economy has continued on a gradual recovery trend, with public investment remaining firm and corporate earnings and capital investment improving.」

    The description has changed from the previous stagnation in capital investment and improvements in corporate earnings to continued improvements in corporate earnings and capital investment.
  13. FY2018-Q3MitigatedAnnual report

    「In Japan as well, the economy has continued on a gradual recovery trend, with public investment remaining firm, corporate earnings improving and capital investment increasing.」

    Improvements in corporate earnings and an increase in capital investment are noted, further reducing the previous concern over stagnation in capital investment and improvements in corporate earnings.
  14. FY2018-Q2RestatedAnnual report

    「In Japan, the economy remained on a moderate recovery track, supported by steady public investment and a recovery in capital investment.」

    The continued recovery in capital investment is noted, and the previous concern over stagnation in domestic capital investment and improvements in corporate earnings remains alleviated.
  15. FY2018-Q1MitigatedAnnual report

    「In Japan, the economy remained on a moderate recovery track, supported by improved corporate productivity and a recovery in capital investment.」

    The disclosure changed from the previously stated stagnation in domestic capital investment and corporate earnings improvements to improved corporate productivity and a recovery in capital investment.
  16. FY2017-Q3First statedAnnual report

    「In Japan, the economy remained on a moderate recovery track, but lacked strength as improvements in capital investment and corporate earnings stalled.」

    The company identifies as a risk the situation in which the domestic economy is on a recovery track, but improvements in capital investment and corporate earnings have stalled.
Moved together

"Decline in handling of overseas-bound plant cargo" moved the same way as this thread, in the same document, in 7 of its 16 moves.

755544★123456
  1. ★This thread
  2. 1Decline in handling of overseas-bound plant cargo7×
  3. 2Strengthening and expanding the logistics platform and promoting “Kamigumi Design Logistics”5×
  4. 3Overall decline in revenue and profit5×
  5. 4Guarantees of Debt for Companies Other Than Consolidated Companies5×
  6. 5Volatile Exchange Rates and Low Import and Export Cargo Volumes4×
  7. 6Resilience of the domestic logistics business and slight growth in port transport-related operations4×

★ 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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Stagnation in Domestic Capital Investment and Corporate Earnings Improvement | Kamigumi Co.,Ltd. (9364) | Komori