Impact of supply chain disruptions on economic and business conditions
First written in FY2022-Q2. 3 of 7 entries say "Worsened", first in FY2022. Latest entry: FY2026.
Nankai Tatsumura Construction moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).
The whole theme swung hardest in 2022: 24 of 39 companies on the "Worse" side.
6 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「At the same time, close attention must be paid to the impact of geopolitical risks, including the situation in the Middle East, and rising prices.」
The external-environment risks previously described as supply chain disruptions and supply constraints have been reorganized in this filing as geopolitical risks and the impact of rising prices. - FY2024-Q1RestatedAnnual report
「However, the economic outlook remains uncertain amid continued instability overseas and global monetary tightening, among other factors.」
The Company continues to identify the external-environment risk that the economic outlook is uncertain due to continued instability overseas and global monetary tightening. - FY2023-Q3RestatedAnnual report
「During the nine-month period ended this quarter, Japan’s economy was gradually recovering from the impact of COVID-19. However, prices continued to rise and monetary tightening continued globally, and the economic outlook remained uncertain.」
The Company continues to identify uncertainty over the economic outlook resulting from continued inflation and global monetary tightening as an external-environment risk. - FY2023-Q2WorsenedAnnual report
「During the six-month period ended this quarter, Japan’s economy showed signs of a gradual recovery from the impact of COVID-19. However, the outlook became increasingly uncertain due to the prolonged situation in Russia and Ukraine, the impact of surging global prices and monetary tightening, and other factors.」
In relation to its previous risk recognition regarding supply chain disruptions and supply constraints, the Company additionally identifies the impact of the prolonged Russia–Ukraine situation, global inflation and monetary tightening. - FY2023-Q1WorsenedAnnual report
「However, the economic outlook remains uncertain due to rising raw material prices and supply-side constraints resulting from the prolonged Russia–Ukraine situation and restrictions on activities in China, among other factors.」
The Company gives greater specificity to its previous risk recognition regarding supply chain disruptions by citing rising raw material prices and supply constraints stemming from the prolonged Russia–Ukraine situation and restrictions on activities in China. - FY2022WorsenedAnnual report
「Close attention must be paid to downside risks from rising raw material prices and supply-side constraints, among other factors.」
The Company specifies rising raw material prices and supply-side constraints as downside economic risks, replacing its previous reference to supply chain disruptions. - FY2022-Q2First statedAnnual report
「Although an economic recovery is expected as vaccination rates rise, the outlook remains uncertain due to trends in infectious diseases in Japan and overseas and the impact of supply chain disruptions, among other factors.」
The Company newly identifies the impact of supply chain disruptions, alongside trends in infectious diseases in Japan and overseas, as a factor contributing to uncertainty over the outlook.