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Forval RealStraight (9423) · RiskRestated

Supply, sales and performance risks arising from COVID-19

First written in FY2020. 9 of 15 entries say "Restated". Latest entry: FY2025-H1.

15entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2021-Q1 – FY2022-Q1RestatedFY2022 – FY2025-H12020: 220202021: 320212022: 420222023: 420232024: 22024
Same theme, other companies
Risk of COVID-19 impacts on business activities, supply chains, demand and financial performanceA theme 1339 companies write about · 1350 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2020: 102 of 175 companies on the "Worse" side.

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 1364 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1RestatedAnnual report

    「During the interim accounting period, there were no material changes in the matters described in this interim report concerning the status of the business, financial position and other matters that could have a material impact on investors’ decisions, or in the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company concludes that there have been no material changes in the supply, sales and performance risks arising from COVID-19.
  2. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company concludes that there have been no material changes in the supply, sales and performance risks arising from COVID-19.
  3. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company concludes that there have been no material changes in the supply, sales and performance risks arising from COVID-19.
  4. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company concludes that there have been no material changes in the supply, sales and performance risks arising from COVID-19.
  5. FY2023RestatedAnnual report

    「The global spread of COVID-19 has created uncertainty regarding the business environment surrounding our company. In particular, supply chains and production activities in Asia have been disrupted, and depending on the impact on our business partners, we may be unable to receive sufficient supplies of products and services.」

    The company continues to explicitly identify as risks the disruption of supply chains and production activities, insufficient supplies of products and services, and the impact of COVID-19 on sales and performance.
  6. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company concludes that there have been no material changes in the supply, sales and performance risks arising from COVID-19.
  7. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company concludes that there have been no material changes in the supply, sales and performance risks arising from COVID-19.
  8. FY2023-Q1RestatedAnnual report

    「During the cumulative first quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company concludes that there have been no material changes in the supply, sales and performance risks arising from COVID-19.
  9. FY2022RestatedAnnual report

    「The global spread of COVID-19 has created uncertainty regarding the business environment surrounding our company. In particular, supply chains and production activities in Asia have been disrupted, and depending on the impact on our business partners, we may be unable to receive sufficient supplies of products and services.」

    The company continues to explicitly identify as risks the disruption of supply chains and production activities, insufficient supplies of products and services, and the impact of COVID-19 on sales and performance.
  10. FY2022-Q3WorsenedAnnual report

    「During the cumulative third quarter period, signs of recovery were seen in domestic economic activity alongside progress in vaccinations and a decline in new cases. However, the outlook remained uncertain and unpredictable due to the impact of a resurgence in infections caused by new variants.」

    The company states that the renewed spread of infections driven by new variants is affecting economic activity and that uncertainty remains, with the situation continuing to require close monitoring.
  11. FY2022-Q2SoftenedAnnual report

    「During the cumulative second quarter period, Japan's economy remained uncertain as the impact of the prolonged spread of COVID-19 continued. Although expectations for a recovery in economic activity, including a decline in positive cases as vaccination became more widespread, increased, the outlook remained uncertain.」

    The company states that uncertainty remains as the impact of COVID-19 persists, while also noting expectations for a recovery in economic activity as vaccines become more widely available. The wording is somewhat less severe than the previous quarter's description of restrictions on economic activity.
  12. FY2022-Q1WorsenedAnnual report

    「During the cumulative first quarter period, Japan's economy remained uncertain as the spread of COVID-19 continued over an extended period and a state of emergency was reintroduced in April 2021, restraining social and economic activity.」

    The company describes a situation in which the impact of COVID-19 has persisted and social and economic activity has been restricted by the reissuance of a state of emergency declaration.
  13. FY2021-Q3WorsenedAnnual report

    「During the cumulative third quarter period, signs of recovery were seen in domestic economic activity after the state of emergency was lifted in late May, but the situation remained unpredictable due to the continued spread of COVID-19.」

    The company states that the resurgence of COVID-19 has in fact affected economic activity and that the situation remains uncertain.
  14. FY2021-Q1MaterialisedAnnual report

    「During the cumulative first quarter period, Japan's economy remained in an extremely severe condition as economic activity was significantly restricted by the spread of COVID-19.」

    The company states that the external environment has in fact emerged in which economic activity is significantly constrained by COVID-19. This disclosure alone does not indicate any company-specific supply shortages or impact on performance.
  15. FY2020First statedAnnual report

    「The global spread of COVID-19 has created uncertainty regarding the business environment surrounding our group. In particular, supply chains and production activities in Asia have been disrupted, and depending on the impact on our business partners, we may be unable to receive sufficient supplies of products and services. Sales may also be adversely affected by the negative impact of COVID-19 on the economy and markets. However, there is still no visibility on the scale of any further spread or when the pandemic will subside, making it difficult to predict its impact on performance at this time. We will continue to monitor developments closely and take measures as appropriate, but if circumstances beyond our expectations arise, such as a further spread of infections, the group's financial position and performance may be materially affected.」

    For COVID-19, the company explicitly identified as risks disruption to supply chains and production activities, insufficient supplies of products and services, adverse effects on sales, and the difficulty of predicting the impact on performance for the first time.
Moved together

"Uncertainty over the outlook due to the overseas economic slowdown and the UK's withdrawal from the EU" moved the same way as this thread, in the same document, in 5 of its 15 moves.

5★1
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  2. 1Uncertainty over the outlook due to the overseas economic slowdown and the UK's withdrawal from the EU5×

★ 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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