Komori
Sugimoto & (9932) · RiskFewer shares held for pure investment, but a higher balanceLatest Earnings (2026-07-29): "Worsened"

Risk of market price fluctuations in shares of business partners and other securities

First written in FY2018. 3 of 16 entries say "Worsened", first in FY2021. Latest entry: 2026-07-29.

16entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018 – FY2020OtherFY2023-Q1 – FY2024-Q3MitigatedFY2025-H1 – FY20252018: 120182019: 020192020: 120202021: 120212022: 320222023: 420232024: 320242025: 120252026: 22026
Same theme, other companies
Valuation Losses Due to Declines in the Market Value of Securities HeldA theme 226 companies write about · 223 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2019: 69 of 144 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 198 companies compared. The sentences above are computed from all 198.Comparing 200 of the theme's 228 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-29WorsenedEarnings

    「This was because investment securities increased by ¥1,505 million, land by ¥579 million and merchandise by ¥486 million.」

    The balance of investment securities increased by ¥1,505 million from the end of the previous consolidated fiscal year, expanding the balance of assets that may be subject to market price fluctuation risk.
  2. FY2026Fewer shares held for pure investment, but a higher balanceAnnual report

    「Shares excluding unlisted shares: 28 issues, ¥2,697.147 million」

    Listed shares and other securities held for pure investment decreased from 34 issues and ¥2,521 million in the previous fiscal year to 28 issues and ¥2,697 million. The number of issues declined, while the balance-sheet carrying amount increased.
  3. FY2025MitigatedAnnual report

    「Shares excluding unlisted shares: 34 issues, ¥2,521.208 million」

    The balance-sheet carrying amount of listed shares and other securities held for pure investment decreased from ¥2,572.983 million in the previous fiscal year to ¥2,521.208 million. The amount subject to market-price fluctuation risk decreased slightly.
  4. FY2025-H1MitigatedAnnual report

    「This was because investment securities decreased by ¥424 million.」

    Investment securities that may be subject to the risk of fluctuations in market prices decreased by ¥424 million from the end of the previous consolidated fiscal year. There is no disclosure that the market-price fluctuation risk resulted in a loss.
  5. FY2024WorsenedAnnual report

    「Shares held for pure investment, excluding unlisted shares: 34 issues, ¥2,572.983 million」

    The balance-sheet carrying amount of listed shares and other securities held for pure investment that may be subject to the risk of fluctuations in market prices increased from ¥1,793.369 million in the previous fiscal year to ¥2,572.983 million.
  6. FY2024-Q3Continued increase in investment securities balanceAnnual report

    「Investment securities increased by ¥765 million」

    Investment securities that may be subject to the risk of fluctuations in market prices increased by ¥765 million from the end of the previous consolidated fiscal year. There is no disclosure that the market-price fluctuation risk actually resulted in a loss.
  7. FY2024-Q2Increase in Investment SecuritiesAnnual report

    「The increase in assets primarily reflected increases of ¥129.5 million in cash and deposits, ¥15.9 million in software in progress, ¥35.4 million in land, and ¥54.5 million in investment securities, partly offset by decreases of ¥102.7 million in notes and accounts receivable—trade and ¥68.2 million in electronically recorded monetary claims—operating.」

    Investment securities that may be subject to the risk of fluctuations in market prices increased by ¥545 million from the end of the previous consolidated fiscal fiscal year.
  8. FY2024-Q1Increase in Investment SecuritiesAnnual report

    「Total assets at the end of the first quarter of the consolidated accounting period were ¥3,970.9 million, a decrease of ¥1.5 million from the end of the previous consolidated fiscal year. This was mainly because notes and accounts receivable decreased by ¥892 million and electronically recorded monetary claims decreased by ¥617 million, while cash and deposits increased by ¥470 million, merchandise by ¥318 million, investment securities by ¥502 million and land by ¥354 million.」

    Investment securities increased by ¥502 million from the end of the previous consolidated fiscal year. There is no new explanation regarding recognition of the risk of fluctuations in market prices itself.
  9. FY2023Fewer shares held for pure investment, with a slight increase in the balanceAnnual report

    「Shares excluding unlisted shares 34 ¥1,793.369 million」

    Listed shares and other securities held for pure investment decreased from 35 issues and ¥1,784.958 million to 34 issues and ¥1,793.369 million. The number of issues declined, while the balance-sheet carrying amount increased slightly.
  10. FY2023-Q3Continued decrease in investment securities holdingsAnnual report

    「At the end of the cumulative third-quarter consolidated period, total assets were ¥4,043.8 million, up ¥212.3 million from the end of the previous consolidated fiscal year. This primarily reflected increases of ¥226.4 million in notes and accounts receivable—trade, ¥75.3 million in merchandise, ¥10.6 million in construction in progress, and ¥12.9 million in software in progress, partly offset by decreases of ¥59.5 million in cash and deposits and ¥26.1 million in investment securities.」

    Investment securities decreased by ¥261 million from the end of the previous consolidated fiscal year. There is no new disclosure regarding recognition of the risk of fluctuations in market prices itself.
  11. FY2023-Q2Continued decrease in investment securities holdingsAnnual report

    「Assets changed mainly because cash and deposits increased by ¥798 million and construction in progress increased by ¥94 million, while notes and accounts receivable decreased by ¥934 million, electronically recorded monetary claims decreased by ¥324 million, and investment securities decreased by ¥280 million.」

    Investment securities decreased by ¥280 million from the end of the previous consolidated fiscal year. There is no new disclosure regarding recognition of the risk of fluctuations in market prices itself.
  12. FY2023-Q1Decline in Investment SecuritiesAnnual report

    「This was mainly because notes and accounts receivable decreased by ¥1,083 million and investment securities decreased by ¥238 million, while merchandise increased by ¥408 million.」

    Investment securities decreased by ¥238 million from the end of the previous consolidated fiscal year. There is no new disclosure regarding recognition of the risk of fluctuations in market prices itself.
  13. FY2022MitigatedAnnual report

    「Shares held for pure investment, excluding unlisted shares: 35 issues, ¥1,784.958 million」

    While continuing to recognize the risk of fluctuations in the market prices of shares in business partners and other securities, the balance-sheet carrying amount of listed shares and other securities held for pure investment decreased from ¥1,860.676 million in the previous fiscal year to ¥1,784.958 million.
  14. FY2021WorsenedAnnual report

    「Investment securities consist primarily of shares in business partners and are exposed to the risk of fluctuations in market prices. Shares held for pure investment, excluding unlisted shares: 35 issues, ¥1,860.676 million」

    While continuing to recognize the risk of fluctuations in market prices, the balance-sheet carrying amount of listed shares and other securities held for pure investment increased from ¥1,369.750 million in the previous fiscal year to ¥1,860.676 million.
  15. FY2020RestatedAnnual report

    「Investment securities consist primarily of shares in business partners and are exposed to the risk of fluctuations in market prices.」

    The company continues to recognize the risk of fluctuations in the market prices of investment securities, primarily shares in business partners. Shares held for pure investment are reported at a balance-sheet carrying amount of ¥1,369 million.
  16. FY2018First statedAnnual report

    「Investment securities consist primarily of shares in business partners and are exposed to the risk of fluctuations in market prices.」

    Exposure to fluctuations in market prices is explicitly identified as a risk for investment securities, primarily shares in business partners.
Moved together

"Information Sharing, Streamlining and Faster Operations" moved the same way as this thread, in the same document, in 3 of its 16 moves.

332222★123456
  1. ★This thread
  2. 1Information Sharing, Streamlining and Faster Operations3×
  3. 2Flexible Capital Policy and Financial Strategy Through Treasury Share Repurchases3×
  4. 3Expanding Trading Areas Through Community-Based Sales and New Store Openings2×
  5. 4Consideration of New Businesses through Web Markets, M&A and Other Means2×
  6. 5Export Order Risk from Yen Appreciation and Slowing Overseas Economies2×
  7. 6Establishment and Operation of Internal Controls and IT Controls by the J-SOX Committee2×

★ 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
Sugimoto &'s next results are scheduled for 2026-10-28. Read the earnings preview It last moved in the Earnings of 2026-07-29: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.