Tokai Lease (9761) · RiskDropped
Concern that the consumption tax increase will weigh on economic activity
First written in FY2019. 1 of 2 entries say "Dropped", first in FY2020-Q3. Latest entry: FY2020-Q3.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Post-front-loading decline in domestic consumption and economic activity following a consumption tax rate hikeA theme 144 companies write about · 142 as a headwind · 2 as a tailwind
The whole theme swung hardest in 2026: 4 of 7 companies on the "Worse" side.
39 other companies' latest entry also says "Dropped".
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 144 companies compared. The sentences above are computed from all 144.Full recordFilings, disclosures and news, newest first
- FY2020-Q3DroppedAnnual reportThe explanation of the economic environment and business performance for the third quarter does not explicitly identify concern that the consumption tax increase will weigh on economic activity.
- FY2019First statedAnnual report
「The economy is expected to continue its gradual recovery in the next fiscal year, supported by improving employment and income conditions. However, with an increase in the consumption tax scheduled, the situation is expected to remain uncertain, given such factors as a slowdown in the global economy caused by US-China trade friction and the issue of the UK's withdrawal from the EU.」
The planned increase in the consumption tax has been newly identified as a concern regarding the external environment in the next fiscal year.