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Charle (9885) · RiskWorsened

Market Price Risk for Securities and Investment Securities

First written in FY2016. 10 of 14 entries say "Restated". Latest entry: FY2026.

14entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20232016: 220162017: 320172018: 320182019: 020192020: 020202021: 120212022: 120222023: 120232024: 020242025: 220252026: 12026
Same theme, other companies
Market price fluctuation risk of financial instruments heldA theme 316 companies write about · 315 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2019: 53 of 135 companies on the "Worse" side.

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 197 companies compared. The sentences above are computed from all 197.Comparing 200 of the theme's 319 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Bonds, investment trusts and shares classified as securities and investment securities are exposed to the risk of fluctuations in market prices.」

    Securities and investment securities totaled ¥3,408 million, increasing the scale of assets exposed to the risk of market price fluctuations from the ¥2,325 million in investment securities reported in the previous fiscal year.
  2. FY2026-H1WorsenedAnnual report

    「Total assets increased by ¥682 million from the end of the previous consolidated fiscal year to ¥19,943 million, mainly due to a ¥2,625 million decrease in cash and deposits, a ¥496 million increase in securities, a ¥1,039 million increase in merchandise and finished goods, a ¥589 million increase in raw materials and supplies, a ¥357 million increase in leased assets and a ¥375 million increase in investment securities.」

    Investment securities increased by ¥375 million from the end of the previous consolidated fiscal year, further expanding the scale of assets exposed to the risk of market price fluctuations.
  3. FY2025WorsenedAnnual report

    「Investment trusts and bonds classified as investment securities are exposed to the risk of fluctuations in market prices.」

    The balance of investment securities increased from ¥1,348 million in the previous fiscal year to ¥2,325 million, expanding the scale of financial assets exposed to the risk of market price fluctuations.
  4. FY2023RestatedAnnual report

    「Investment trusts, bonds and shares classified as investment securities are exposed to the risk of fluctuations in market prices.」

    The company continues to manage the risk of market price fluctuations for investment securities under its fund management policy and regulations.
  5. FY2022RestatedAnnual report

    「Investment trusts, bonds and shares classified as investment securities are exposed to the risk of fluctuations in market prices.」

    The company continues to manage the risk of market price fluctuations for investment securities under its fund management policy and regulations.
  6. FY2021RestatedAnnual report

    「Investment trusts, bonds and shares classified as investment securities are exposed to the risk of fluctuations in market prices.」

    The company continues to disclose the risk of market price fluctuations for investment trusts, bonds and shares, as well as management under its fund management policy and regulations.
  7. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in the market price fluctuation risk associated with securities and investment securities.
  8. FY2018RestatedAnnual report

    「Investment trusts, bonds and shares classified as investment securities are exposed to the risk of fluctuations in market prices.」

    The company continues to disclose the risk of market price fluctuations for investment trusts, bonds and shares, as well as its management policy under the fund management regulations.
  9. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the first 9 months. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in the market price fluctuation risk associated with securities and investment securities.
  10. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the first half. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in the risk of market price fluctuations for securities and investment securities. No quantified risk or actual occurrence can be confirmed from this disclosure.
  11. FY2017RestatedAnnual report

    「Securities, and investment trusts, bonds and shares classified as investment securities, are exposed to the risk of fluctuations in market prices.」

    The company continues to disclose the risk of market price fluctuations for investment trusts, bonds and shares, as well as its management policy under the fund management regulations.
  12. FY2017-Q3RestatedAnnual report

    「No new business or other risks arose during the first 9 months. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in the market price fluctuation risk associated with securities and investment securities.
  13. FY2017-Q2RestatedAnnual report

    「No new business or other risks arose during the first half. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in the market price fluctuation risk associated with securities and investment securities.
  14. FY2016First statedAnnual report

    「Securities, and investment trusts, bonds and shares classified as investment securities, are exposed to the risk of fluctuations in market prices.」

    The company disclosed a policy of investing in highly secure financial assets, investing in highly rated bonds, and managing these assets in accordance with its fund management regulations.
Moved together

"Expectations for Expansion of the Fine Bubble Product Market" moved the same way as this thread, in the same document, in 3 of its 14 moves.

3332★1234
  1. ★This thread
  2. 1Expectations for Expansion of the Fine Bubble Product Market3×
  3. 2Impact on Performance from Domestic Demand, Economic Conditions, Competition, and Weather Volatility3×
  4. 3Making 2 Companies Consolidated Subsidiaries and Transitioning to 2 Segments3×
  5. 4Improvement in Revenue and Operating Profit2×

★ 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
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News
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Market Price Risk for Securities and Investment Securities | CHARLE CO.,LTD. (9885) | Komori