Komori
Tokai Lease (9761) · RiskSoftened

Risk of logistics disruption caused by road closures and prolonged restoration

First written in FY2023. 1 of 3 entries say "Restated". Latest entry: FY2026.

3entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023 – FY20242023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Risk of Store and Logistics Network Disruptions Due to Natural DisastersA theme 93 companies write about · 89 as a headwind · 6 as a tailwind

Tokai Lease moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).

The whole theme swung hardest in 2026: 16 of 33 companies on the "Worse" side.

1 other company's latest entry also says "Softened".

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 93 companies compared. The sentences above are computed from all 93.
Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「Our group has factories and distribution centers nationwide for storing lease assets. Even if roads are cut off by natural disasters or other events, other locations will cover the affected location and supply lease assets. However, if road restoration is prolonged, this could affect our group's operating results and financial position.」

    The company continues to disclose logistics support by other locations and the risk associated with prolonged road restoration, but the previous explicit reference to “13 locations nationwide” has changed to the wording “nationwide.”
  2. FY2024RestatedAnnual report

    「Our group has factories and distribution centers housing lease assets at 13 locations nationwide. Even if roads are cut off by natural disasters or other events, other locations will cover the affected location and supply lease assets. However, if road restoration is prolonged, this could affect our group's operating results and financial position.」

    The company continues to disclose mutual logistics support among 13 locations nationwide and the risk of logistics disruption if road restoration is prolonged.
  3. FY2023First statedAnnual report

    「Our group has factories and distribution centers housing lease assets at 13 locations nationwide. Even if roads are cut off by natural disasters or other events, other locations will cover the affected location and supply lease assets. However, if road restoration is prolonged, this could affect our group's operating results and financial position.」

    While relying on mutual support among 13 locations nationwide, the company separately identifies the risk that road closures caused by natural disasters or other events and prolonged restoration could affect logistics and operating performance.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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