Komori
Striders (9816) · RiskMitigated

Recoverability of loans to Hotel Arrowle

First written in FY2025. 3 of 5 entries say "Mitigated", first in 2026-05-15. Latest entry: FY2026.

5entries
2years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2025WorsenedFY2026-H12025: 220252026: 32026
Same theme, other companies
Credit and Collection Risk for Accounts Receivable and LoansA theme 60 companies write about · 58 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2023: 8 of 31 companies on the "Worse" side.

10 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 60 companies compared. The sentences above are computed from all 60.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「The company fully recovered the ¥750 million long-term loan to Hotel Arrowle Co., Ltd. through the 1 May 2026 transaction, applying the acquisition price for hotel assets owned by Hotel Arrowle Co., Ltd. to the loan. In addition, ... the ¥250 million debt guarantee was also fully released ...」

    The company fully recovered the ¥750 million long-term loan to Hotel Arrowle through the acquisition of its hotel assets and released the ¥250 million debt guarantee. Related credit exposure has decreased.
  3. FY2026-H1WorsenedAnnual report

    「The company has provided guarantees for borrowings by a company other than a consolidated company from financial institutions as follows. Hotel Arrowle Co., Ltd. — ¥250 million」

    In addition to the ¥900 million loan to Hotel Arrowle, the company recorded a guarantee for ¥250 million of the company's borrowings from financial institutions during the current interim consolidated accounting period, increasing its credit exposure related to the company.
  4. FY2025First statedAnnual report

    「Because the ¥900 million loan to Hotel Arrowle Co., Ltd. is material, its recoverability is assessed individually, taking into consideration the status of mortgage registration, real estate appraisal reports, future business plans, the expected generation of funds for recovery based on those plans, and the expected period until recovery.」

    The company is individually assessing the recoverability of the ¥900 million loan to Hotel Arrowle based on its business plan and real estate valuations. It has not recorded an allowance for doubtful accounts at this time, but disclosed that recoverability could be materially affected by changes in economic conditions and the operating environment.
Moved together

"Investing management resources in growth businesses and building a profitable group" moved the same way as this thread, in the same document, in 3 of its 5 moves.

332222★123456
  1. ★This thread
  2. 1Investing management resources in growth businesses and building a profitable group3×
  3. 2Expanding into fund management and fee-based businesses3×
  4. 3Improving efficiency through digitalization and system integration in real estate management2×
  5. 4Improving earnings and customer satisfaction at existing hotels and making new investments2×
  6. 5Strengthening and streamlining management operations and expanding adjacent revenue sources2×
  7. 6Improvement in the equity ratio2×

★ 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
Striders's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-28: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.