Komori
Agora Hospitality Group (9704) · RiskMaterialised

Weak resort occupancy due to severe weather and major typhoons

First written in FY2016-Q3. 2 of 4 entries say "Materialised", first in FY2018-Q3. Latest entry: FY2018.

4entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016-Q3 – FY2016MaterialisedFY2018-Q3 – FY20182016: 120162017: 120172018: 120182019: 12019
Same theme, other companies
Decline in Resort Accommodation Demand Due to Severe Weather and TyphoonsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2018MaterialisedAnnual report

    「大阪地域における7月の豪雨、9月の台風21号、24号の影響により宴会等のキャンセルが発生したことに加え、関西国際空港が一時的に閉鎖されたことにより、東アジア市場を中心に旅行控えが見られたこと等が影響し、売上高では前期を下回る6,098百万円(前期比12.2%減)となりました。」

    豪雨・台風による宴会等のキャンセルに加え、関西国際空港の一時閉鎖に伴う東アジア旅行者の旅行控えが発生し、宿泊事業売上高の12.2%減として実績に現れている。
  2. FY2018-Q3MaterialisedAnnual report

    「大阪地域における7月の豪雨、9月の台風21号、24号の影響により、ビアガーデンおよび宴会のキャンセルが発生したこと、2018年1月に旧軽井沢ホテルの営業が終了したこと等により、売上高 4,548百万円(前年同四半期比11.8%減)となりました。」

    過去にリゾート施設の宿泊客数低迷として記載された荒天・台風の影響が、今回は大阪地域のビアガーデン・宴会のキャンセルという実際の事業影響として発生した。
  3. FY2016DroppedAnnual report
    FY2016年次報告書では、荒天・大型台風によるリゾート施設の宿泊客数低迷への明示的な言及はない。
  4. FY2016-Q3First statedAnnual report

    「At some resort facilities, the number of guests remained sluggish due in part to severe weather during the summer holiday period and major typhoons in September.」

    Severe weather and major typhoons actually caused guest numbers at some resort facilities to remain sluggish.
Moved together

"Resilient hotel demand from international visitors to Japan and domestic travelers" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22222★12345
  1. ★This thread
  2. 1Resilient hotel demand from international visitors to Japan and domestic travelers2×
  3. 2Declining operating profit and shift to ordinary loss2×
  4. 3Expectations for a recovery in travel and tourism and continued growth in orders and recruitment2×
  5. 4Foreign-exchange risk related to Australian-dollar assets and Malaysian cemetery assets2×
  6. 5Weak large-banquet bookings in the Osaka area2×

★ 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 Agora Hospitality Group yet.
News
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