Komori
fonfun (2323) · RiskRestated

Uncertainty Surrounding Overseas Economies, Private Consumption and Business Investment

First written in FY2018-Q2. 11 of 20 entries say "Restated". Latest entry: FY2025-H1.

20entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2018RestatedFY2024-Q1 – FY2025-H12017: 12018: 220182019: 020192020: 320202021: 420212022: 420222023: 420232024: 22024
Same theme, other companies
Uncertainty surrounding domestic and overseas economic and demand conditionsA theme 293 companies write about · 300 as a headwind · 0 as a tailwind

fonfun moved to the "Worse" side of this theme in 2020, 1 year after the typical company in this theme (2019).

The whole theme swung hardest in 2019: 101 of 178 companies on the "Worse" side.

58 other companies' latest entry also says "Restated".

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 300 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1RestatedAnnual report

    「However, factors contributing to the continued uncertainty about the outlook include uncertainty in the overseas economy, rising geopolitical risks and fluctuations in energy prices. Fluctuations in foreign exchange rates and higher labor costs due to labor shortages are also affecting corporate management.」

    While indicating a gradual economic recovery, the disclosure continues to describe uncertainty related to the overseas economy, geopolitics, energy prices, foreign exchange rates and labor costs.
  2. FY2024-Q3RestatedAnnual report

    「However, the outlook remains uncertain due to rising food, resource and energy prices accompanying monetary tightening and the prolonged situation in Ukraine, as well as the continuing impact of shortages of semiconductors and various materials.」

    While indicating the normalization of economic activity and expectations for a gradual recovery, the disclosure continues to describe uncertainty about the outlook arising from monetary tightening, the situation in Ukraine, rising prices, and shortages of semiconductors and materials.
  3. FY2024-Q2RestatedAnnual report

    「During the second quarter cumulative period under review (1 April 2023 to 30 September 2023), Japan's economy is expected to continue its gradual recovery as economic activity normalizes and the effects of various policies take hold. However, the outlook remains uncertain due to rising food, resource and energy prices accompanying monetary tightening and the prolonged situation in Ukraine, as well as the continuing impact of shortages of semiconductors and various materials.」

    While indicating the normalization of economic activity and expectations for a gradual recovery, the disclosure continues to describe uncertainty about the outlook arising from monetary tightening, the situation in Ukraine, rising prices, and shortages of semiconductors and materials.
  4. FY2024-Q1RestatedAnnual report

    「During the first quarter cumulative period under review (1 April 2023 to 30 June 2023), Japan's economy showed signs of recovery, partly due to the effects of various policies, including changes in people's behavior following the reclassification of COVID-19 as a Class 5 infectious disease. However, prices rose due in part to fluctuations in foreign exchange rates, and concern remains about their future impact. Globally, economic activity also showed signs of normalization after the WHO ended its public health emergency declaration concerning COVID-19. Nevertheless, the outlook remained uncertain due to rising food, resource and energy prices accompanying monetary tightening and the prolonged situation in Ukraine, as well as the continuing impact of shortages of semiconductors and various materials.」

    While indicating the normalization of economic activity and signs of an economic recovery, the disclosure continues to describe uncertainty about the outlook arising from rising prices, monetary tightening, the situation in Ukraine, rising food, resource and energy prices, and shortages of semiconductors and materials.
  5. FY2023MitigatedAnnual report

    「The impact of COVID-19 during the current consolidated fiscal year is considered to have been minor when compared with past results.」

    Although uncertainty related to the pandemic continues to be disclosed, the Company indicates that its impact on business performance during the current consolidated fiscal year was minor.
  6. FY2023-Q3RestatedAnnual report

    「During the third quarter cumulative period under review (1 April 2022 to 31 December 2022), Japan's economy showed signs of normalization as restrictions on activities related to COVID-19 were eased. However, the outlook remained uncertain due to rising resource and energy prices accompanying the rapid depreciation of the yen and the prolonged situation in Ukraine, as well as the continuing impact of shortages of semiconductors and various materials.」

    Although economic activity showed signs of normalization following the easing of restrictions on activities, the disclosure continues to describe uncertainty about the outlook arising from the weaker yen, the prolonged situation in Ukraine, rising resource and energy prices, and shortages of semiconductors and materials.
  7. FY2023-Q2RestatedAnnual report

    「During the second quarter cumulative period under review (1 April 2022 to 30 September 2022), Japan's economy showed signs of normalization as restrictions on activities related to COVID-19 were eased. However, the outlook remained uncertain due to rising resource and energy prices accompanying the rapid depreciation of the yen and the prolonged situation in Ukraine, as well as the continuing impact of shortages of semiconductors and various materials.」

    Although restrictions on activities were eased and economic activity showed signs of normalization, the disclosure continues to describe uncertainty arising from the weaker yen, the prolonged situation in Ukraine, rising resource and energy prices, and shortages of semiconductors and materials.
  8. FY2023-Q1WorsenedAnnual report

    「During the first quarter cumulative period under review (1 April 2022 to 30 June 2022), Japan's economy showed signs of normalization as restrictions on activities related to COVID-19 were eased. However, the outlook remained uncertain due to rising resource and energy prices accompanying the rapid depreciation of the yen and the prolonged situation in Ukraine, as well as the continuing impact of shortages of semiconductors and various materials.」

    In addition to the previous uncertainty surrounding the pandemic and the overseas economy, the disclosure identifies the rapid depreciation of the yen, the prolonged situation in Ukraine, rising resource and energy prices, and shortages of semiconductors and materials as specific sources of uncertainty.
  9. FY2022MitigatedAnnual report

    「The impact of COVID-19 during the current consolidated fiscal year is considered to have been minor when compared with past results.」

    Although the risks associated with changes in lifestyles and demand caused by COVID-19 continue to be disclosed, the Company indicates that the impact on business performance during the current consolidated fiscal year was minor.
  10. FY2022-Q3WorsenedAnnual report

    「During the third quarter cumulative period under review, the outlook for Japan's economy remained uncertain. Although new infections had declined as the vaccination rate increased, concerns remained about the emergence of new variants and another wave of infections, while the end of the COVID-19 pandemic remained unforeseeable.」

    The disclosure explicitly describes the unforeseeable end of the pandemic and concerns about the emergence of new variants and another wave of infections, and continues to describe uncertainty about the economic outlook.
  11. FY2022-Q2RestatedAnnual report

    「During the second quarter cumulative period under review, Japan's economy remained uncertain, as the end of the COVID-19 pandemic was still not in sight, with states of emergency repeatedly declared. Although economic conditions are generally expected to recover as infection-prevention measures are implemented and vaccination is promoted, concerns remain regarding the impact of the pandemic and natural disasters, as well as fluctuations in financial and capital markets.」

    The disclosure continues to explicitly state that states of emergency have been repeatedly declared, that the end of the pandemic is not in sight, and that concerns remain regarding the pandemic, natural disasters and fluctuations in financial and capital markets.
  12. FY2022-Q1WorsenedAnnual report

    「During the first quarter cumulative period under review, Japan's economy remained uncertain, as the end of the COVID-19 pandemic was still not in sight, with states of emergency repeatedly declared. Although economic conditions are generally expected to recover as infection-prevention measures are implemented and vaccination is promoted, concerns remain regarding the impact of the pandemic and natural disasters, as well as fluctuations in financial and capital markets.」

    The disclosure explicitly states that states of emergency have been repeatedly declared and that the end of the pandemic is not in sight. It also continues to express concern about the pandemic, natural disasters and fluctuations in financial and capital markets.
  13. FY2021RestatedAnnual report

    「As demonstrated by the rapid expansion of telework adoption by companies during the state of emergency, COVID-19 may continue to bring about major changes in lifestyles and rapidly alter the assumptions underlying business. Although we are focusing on operating cash flow and working to secure sufficient cash on hand, a decline in demand for the Company's services due to changes in lifestyles could adversely affect business performance.」

    The disclosure continues to identify as risks the potential impact on business performance of changes in lifestyles and business assumptions caused by COVID-19 and a decline in demand for the Company's services.
  14. FY2021-Q3RestatedAnnual report

    「During the third quarter cumulative period under review, Japan's economy remained in a difficult situation due to the impact of COVID-19, although signs of recovery were emerging. Going forward, a continued recovery is expected as social and economic activity is gradually raised while measures are taken to prevent the spread of infection. However, concerns remain regarding the impact of the pandemic and natural disasters, as well as fluctuations in financial and capital markets.」

    The disclosure continues to explicitly state that the economy is in a difficult situation due to COVID-19 and to express concern about the pandemic, natural disasters and fluctuations in financial and capital markets.
  15. FY2021-Q2MaterialisedAnnual report

    「During the second quarter cumulative period under review, Japan's economy remained in a difficult situation due to the impact of COVID-19, although signs of recovery were emerging. Going forward, a continued recovery is expected as social and economic activity is gradually raised while measures are taken to prevent the spread of infection. However, concerns remain regarding the impact of the pandemic and natural disasters, as well as fluctuations in financial and capital markets.」

    The disclosure continues to explicitly state that the economy is in a difficult situation due to COVID-19 and to express concern about the pandemic, natural disasters and fluctuations in financial and capital markets.
  16. FY2021-Q1MaterialisedAnnual report

    「During the first quarter cumulative period under review, Japan's economy remained in a difficult situation due to the impact of COVID-19, although signs of recovery were emerging. Going forward, a continued recovery is expected as social and economic activity is gradually raised while measures are taken to prevent the spread of infection. However, concerns remain regarding the impact of the pandemic and natural disasters, as well as fluctuations in financial and capital markets.」

    The disclosure explicitly states that the economy is in a difficult situation due to the impact of COVID-19, and that the pandemic is having a tangible impact on sales activities and demand. It also continues to express concern about the pandemic, natural disasters and fluctuations in financial and capital markets.
  17. FY2020ReframedAnnual report

    「Although sales opportunities for the Company's services increased in the short term, partly because attitudes toward telework changed rapidly as a result of COVID-19, we believe that the Company will not be immune from the impact if the decline in sales opportunities amid mobility restrictions and the downward trend in demand, including the impact of the consumption tax increase, persist.」

    The focus of uncertainty has shifted from the previous description of uncertainty in the overseas economy, personal consumption and capital investment to fluctuations in sales opportunities and demand caused by COVID-19.
  18. FY2018RestatedAnnual report

    「Regarding the environment surrounding the Company Group, smartphones have become the core of the market, and industry consolidation is continuing.」

    In addition to describing the mobile communications market, the disclosure describes improvements in Japan's employment and income environment and a recovery in personal consumption and private capital investment.
  19. FY2018-Q3RestatedAnnual report

    「During the third quarter cumulative period under review, Japan's economy continued on a gradual recovery path, partly owing to increased public investment. However, personal consumption and private capital investment lacked strength relative to the improving employment and income environment, while signs of weakness emerged in parts of the overseas economy. Going forward, uncertainty remains in the overseas economy, including the UK's withdrawal from the EU and the United States' shift toward protectionism. Nevertheless, with employment and income conditions expected to continue improving, personal consumption is expected to remain firm, and capital investment to improve productivity is expected to increase as corporate earnings recover, allowing the gradual recovery to continue.」

    The disclosure continues to describe weak personal consumption and private capital investment, weakness in parts of the overseas economy, and uncertainty arising from the UK's withdrawal from the EU and the United States' protectionism.
  20. FY2018-Q2First statedAnnual report

    「During the second quarter cumulative period under review, Japan's economy continued on a gradual recovery path, partly owing to increased public investment. However, personal consumption and private capital investment lacked strength relative to the improving employment and income environment, while signs of weakness emerged in parts of the overseas economy. Going forward, uncertainty remains in the overseas economy, including the UK's withdrawal from the EU and the United States' shift toward protectionism. Nevertheless, with employment and income conditions expected to continue improving, personal consumption is expected to remain firm, and capital investment to improve productivity is expected to increase as corporate earnings recover, allowing the gradual recovery to continue.」

    The disclosure describes weak personal consumption and private capital investment in Japan, as well as weakness in parts of the overseas economy and uncertainty arising from the UK's withdrawal from the EU and the United States' shift toward protectionism, while also anticipating a gradual recovery.
Moved together

"Revenue and profit recognition for other businesses, primarily system maintenance" moved the same way as this thread, in the same document, in 5 of its 20 moves.

543332★123456
  1. ★This thread
  2. 1Revenue and profit recognition for other businesses, primarily system maintenance5×
  3. 2Increase in operating profit despite lower sales in the remote email business4×
  4. 3Continued Operating Losses and Uncertainties Regarding the Going Concern Assumption3×
  5. 4Higher revenue and an operating loss in the contract software development business3×
  6. 5Accelerating the development of a new revenue-generating business through the acquisition of a media business3×
  7. 6Securing Consistently Stable Profits2×

★ 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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