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Trusco Nakayama (9830) · RiskAdvanced

Tightening climate change regulations and supply chain regulations

First written in FY2020. 3 of 5 entries say "Advanced", first in FY2023. Latest entry: FY2025.

5entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020 – FY2022AdvancedFY2023 – FY20252021: 120212022: 020222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Physical, Transition, and Reputational Risks Associated with Climate ChangeA theme 161 companies write about · 161 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 1 of 12 companies on the "Worse" side.

30 other companies' latest entry also says "Advanced".

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 161 companies compared. The sentences above are computed from all 161.
Full recordFilings, disclosures and news, newest first
  1. FY2025AdvancedAnnual report

    「最大2.9億円/年のコスト上昇」

    TCFDに基づく気候変動分析を更新し、炭素税による最大2.9億円/年のコスト上昇、電気料金上昇最大3.5億円/年、沿岸施設被害による129億円/年の売上減少など、リスク・機会の財務影響を定量化している。
  2. FY2024AdvancedAnnual report

    「TCFDが提唱するフレームワークに基づき、気温上昇がもたらす当社及び連結子会社への影響を分析しました。事業活動の中で、以下の主なリスクや機会について対応を進めています。」

    炭素税、電気料金、EV化、物流・施設被害等の財務影響に加え、低炭素サービスや物流拠点分散の機会を定量化している。
  3. FY2023AdvancedAnnual report

    「TCFDが提唱するフレームワークに基づき、気温上昇がもたらす当社及び連結子会社への影響を分析しました。事業活動の中で、以下の主なリスクや機会について対応を進めています。」

    炭素税、電気料金、EV化、物流コスト、施設被害等のリスクと、低炭素サービス・物流拠点分散等の機会について、最大2.7億円のコスト上昇、107億円の売上減少、59億円の売上増加など財務影響を定量的に開示した。
  4. FY2022Disclosure of TCFD initiativesAnnual report

    「また、TCFD(気候関連財務情報開示タスクフォース)の枠組みに基づき、気候変動が当社に与えるリスクや機会を分析し開示しています。」

    従来の気候変動による規制・サプライチェーン規制リスクに加え、TCFD枠組みに基づくリスク・機会の分析と開示を明示している。
  5. FY2020First statedAnnual report

    「Global climate-change trends, including global warming, could lead to stronger legal regulation aimed at reducing greenhouse-gas emissions and supply-chain regulation, affecting our financial position and operating results.」

    For the first time identifies climate change as a business risk that could lead to emissions regulation and supply-chain regulation, in addition to environmental policies and impact-reduction activities.
Moved together

"Investment in Inventory-Holding Branches and Strengthening the Delivery Network" moved the same way as this thread, in the same document, in 3 of its 5 moves.

333333★123456
  1. ★This thread
  2. 1Investment in Inventory-Holding Branches and Strengthening the Delivery Network3×
  3. 2Expanding Inventory Items from 260,000 to 500,0003×
  4. 3Expanding the product range to approximately 1.43 million items and strengthening overseas brands3×
  5. 4Factory stockroom storage service by MRO Stocker3×
  6. 5Expansion of Total Suppliers and Overseas Suppliers3×
  7. 6TRUSCO's CSR Response to Social, Employee and Environmental Issues3×

★ 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
Trusco Nakayama's next results are scheduled for 2026-10-30. Read the earnings preview
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