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Caulis (153A) · RiskChanges in the external environment

External Environment Risks from Rising Prices, Yen Depreciation and Geopolitical Uncertainty

First written in FY2024-Q1. 2 of 6 entries say "Restated". Latest entry: FY2026-H1.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2024-H1 – FY2026-H12024: 220242025: 220252026: 22026
Same theme, other companies
Business uncertainty arising from protectionist trade policies and geopolitical developmentsA theme 359 companies write about · 366 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 104 of 134 companies on the "Worse" side.

9 other companies' latest entry also says "Other".

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 199 companies compared. The sentences above are computed from all 199.Comparing 200 of the theme's 368 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Changes in the external environmentAnnual report

    「Overseas, the tightening situation in the Middle East has increased energy prices and logistics costs, while the effects of U.S. trade and tariff policies have raised awareness of downside risks to the global economy, leaving the outlook uncertain.」

    Describes inflation, higher labor costs and foreign exchange volatility, as well as higher energy and logistics costs from the Middle East and downside risks from U.S. trade and tariff policies.
  2. FY2025Changes in the external environmentAnnual report

    「Overseas, the U.S. president, who took office in January 2025, introduced high-tariff policies and made major policy shifts, increasing uncertainty in global trade. Geopolitical risks, including those related to Ukraine, also remain high, and foreign exchange markets remain uncertain, leaving the outlook for the global economy unclear.」

    Updates the external environment to include geopolitical risks, high-tariff policies and uncertainty surrounding the yen.
  3. FY2025-H1Changes in the external environmentAnnual report

    「Geopolitical risks, including those related to Ukraine, remain high, while foreign exchange movements have shifted toward yen appreciation, leaving the outlook for the global economy uncertain.」

    The external environment has changed to include geopolitical risks, uncertainty in global trade from high-tariff policies and yen appreciation.
  4. FY2024RestatedAnnual report

    「Costs remain elevated because of inflation stemming from geopolitical uncertainties related to international affairs, and foreign exchange markets remain volatile, leaving the outlook uncertain.」

    Continues to describe an uncertain external environment involving inflation-driven cost increases, foreign exchange volatility and geopolitical uncertainty.
  5. FY2024-H1RestatedAnnual report

    「Costs remain elevated because of inflation stemming from global monetary tightening and geopolitical uncertainties related to international affairs, while the yen's depreciation trend continues, leaving the outlook uncertain.」

    States that an uncertain external environment, including inflation-driven cost increases, yen depreciation and geopolitical uncertainty, continues.
  6. FY2024-Q1MaterialisedAnnual report

    「Costs remain elevated because of inflation stemming from global monetary tightening and geopolitical uncertainties related to international affairs, while the yen's depreciation trend continues, leaving the outlook uncertain.」

    Describes continued monetary tightening, geopolitical uncertainty, higher costs from inflation and yen depreciation.
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External Environment Risks from Rising Prices, Yen Depreciation and Geopolitical Uncertainty | Caulis Inc. (153A) | Komori