Komori
Ichigo (2337) · RiskUncertainty continues around inflation, the Middle East situation, natural disasters and interest rate trends

Uncertainty in Overseas Economies and Financial Capital Market Volatility

First written in FY2017-Q1. 10 of 28 entries say "Restated". Latest entry: FY2027-H1.

28entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2020-Q2OtherFY2022-Q1 – FY2027-H12016: 220162017: 420172018: 120182019: 320192020: 220202021: 320212022: 420222023: 320232024: 220242025: 220252026: 22026
Same theme, other companies
Demand volatility due to uncertainty in overseas economies and financial marketsA theme 400 companies write about · 411 as a headwind · 0 as a tailwind

Ichigo 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 2022: 125 of 168 companies on the "Worse" side.

14 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 197 companies compared. The sentences above are computed from all 197.Comparing 200 of the theme's 411 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Uncertainty continues around inflation, the Middle East situation, natural disasters and interest rate trendsAnnual report

    「Meanwhile, the situation remains one in which continued attention is required regarding uncertain factors, including the impact of inflation, the situation in the Middle East and natural disasters, as well as domestic and overseas interest rate trends.」

    In addition to the previously identified risks from inflation, geopolitics and interest rates, the company cites the situation in the Middle East and natural disasters as factors creating an uncertain outlook.
  2. 2026-05-01RestatedGeneral Meetings of Shareholders

    「Uncertainty remains over the outlook, including inflation, geopolitical risks, U.S. trade policy and domestic and overseas interest-rate trends.」

    The Company continues to identify inflation, geopolitical risks, U.S. trade policy and interest-rate trends as external sources of uncertainty.
  3. FY2026-H1Continued uncertainty, including inflation, U.S. trade policy and interest-rate trendsAnnual report

    「However, continued attention is required regarding factors subject to significant uncertainty, including the impact of persistently rising prices on personal consumption, geopolitical risk, U.S. trade policy, and domestic and overseas interest-rate trends.」

    In addition to the previously cited geopolitical risk and interest-rate trends, it continues to identify the impact of rising prices on personal consumption and U.S. trade policy as factors subject to significant uncertainty.
  4. FY2025Continued monitoring of geopolitical risk, the new U.S. administration, and interest-rate trendsAnnual report

    「The situation remains one in which geopolitical risk, the impact of the new U.S. administration's foreign policy, and domestic and overseas interest-rate trends, among other factors, require continued monitoring.」

    While noting the economic recovery and resilient service consumption, it continues to identify geopolitical risk, the new U.S. administration's foreign policy, and domestic and overseas interest-rate trends as external risks.
  5. FY2025-Q1Economy remains on a recovery trend, but geopolitical, overseas economic and interest-rate risks continueAnnual report

    「Meanwhile, the impact of geopolitical risks, economic slowdowns in major overseas countries and domestic and overseas interest-rate trends continues to require close monitoring.」

    While noting economic expansion and growing investment appetite, it identifies geopolitical risk, slowing growth in major overseas economies, and domestic and overseas interest-rate trends as external factors that should continue to be closely monitored.
  6. FY2024RestatedAnnual report

    「Meanwhile, the impact of geopolitical risks, economic slowdowns in major overseas countries and rising long-term interest rates associated with monetary policy in Europe and the United States continues to require close monitoring.」

    It continues to identify geopolitical risks, a slowdown in overseas economies and rising long-term interest rates as external risks.
  7. FY2024-Q2Recovery continues, but geopolitical, overseas slowdown and rising interest-rate risks remainAnnual report

    「Meanwhile, the impact of geopolitical risks, economic slowdowns in major overseas countries and rising long-term interest rates associated with monetary policy in Europe and the United States continues to require close monitoring.」

    While the economic recovery continues, it continues to identify geopolitical risks, economic slowdowns in major overseas countries and rising long-term interest rates associated with monetary policy in Europe and the United States as risk factors.
  8. FY2024-Q1Recovery trend continues, but risks from higher resource prices, overseas slowdown and rising interest rates remainAnnual report

    「Meanwhile, in addition to surging resource prices and higher inflation associated with geopolitical risks, the impact of economic slowdowns and rising interest rates in major overseas countries is a risk factor, and conditions continue to require close monitoring.」

    While stating that the domestic economy is on a recovery trend, it continues to identify geopolitical risks, higher resource prices and inflation, a slowdown in overseas economies and rising interest rates as risk factors.
  9. FY2023-Q3Economic recovery continues, but the risk of inflation from higher resource prices and yen depreciation remainsAnnual report

    「In the third quarter, service consumption continued to increase following the easing of restrictions on activity to prevent COVID-19 infections, as well as further easing of nationwide travel support measures and border controls. In addition, capital investment that had previously been deferred resumed against the backdrop of strong corporate earnings, and investment appetite strengthened. However, inflation resulting from surging resource prices and yen depreciation following the widening of the interest-rate differential between Japan and the United States remained a risk requiring close monitoring.」

    While describing the recovery in service consumption, capital investment and investment appetite following the easing of restrictions on activity and border controls, it continues to identify the risk of inflation from higher resource prices and yen depreciation.
  10. FY2023-Q2Recovery trend continues, but risks from higher resource prices, supply constraints and yen depreciation remainAnnual report

    「In the second quarter, Japan’s economy saw economic activity recover, centered on personal services consumption, as restrictions on activity to prevent COVID-19 infections were eased. Corporate earnings were also on a moderate recovery trend. However, surging resource prices, supply chain disruptions and inflation resulting from yen depreciation following the widening of the interest-rate differential between Japan and the United States remained risks requiring close monitoring.」

    While describing a recovery in economic activity and a recovery trend following the easing of restrictions on activity, it continues to identify surging resource prices, supply chain disruptions and inflation resulting from yen depreciation as risks.
  11. FY2023-Q1Continued risk of inflation from COVID-19 uncertainty, yen depreciation and higher resource pricesAnnual report

    「The economy is expected to recover further, but the situation regarding COVID-19 variants remains highly uncertain, and there is also a risk of inflation resulting from yen depreciation and higher resource prices. Conditions continue to require close monitoring.」

    While anticipating an economic recovery, it identifies uncertainty regarding COVID-19 variants and the risk of inflation from yen depreciation and higher resource prices.
  12. FY2022Add supply constraints, surging prices and rising interest ratesAnnual report

    「There are also many factors weighing on the economy, including shortages of components and raw materials, surging prices for energy, food and daily necessities, rising U.S. interest rates, yen depreciation and geopolitical risks. Conditions continue to require close monitoring.」

    In addition to the previous impact of COVID-19, it identifies shortages of components and raw materials, surging prices, rising U.S. interest rates, yen depreciation and geopolitical risks as factors weighing on the economy.
  13. FY2022-Q3Recovery trend continues, but uncertainty over variants remainsAnnual report

    「The economy is expected to recover further, but the situation regarding COVID-19 variants remains highly uncertain and conditions continue to require close monitoring.」

    While stating that the economy is on a moderate recovery trend, it notes that the situation regarding COVID-19 variants remains highly uncertain and requires continued close monitoring.
  14. FY2022-Q2Economy remains on a recovery trend, but COVID-19 uncertainty continuesAnnual report

    「The economy is expected to recover further, but the COVID-19 situation remains highly uncertain and conditions continue to require close monitoring.」

    While anticipating an economic recovery driven by a recovery in overseas economies and progress in vaccinations, it identifies continued uncertainty surrounding COVID-19 as an external condition that should be closely monitored.
  15. FY2022-Q1Recovery trend continues, but interest-rate trends require close monitoringAnnual report

    「The economy is expected to recover further as vaccinations progress, but the COVID-19 situation remains highly uncertain. Conditions require close monitoring of the pace of recovery in economic activity and demand, as well as global interest-rate trends.」

    While anticipating an economic recovery driven by vaccinations, it indicates that the COVID-19 situation remains uncertain and that the pace of recovery in economic activity and demand and global interest-rate trends require close monitoring.
  16. FY2021-Q3WorsenedAnnual report

    「In the third quarter, economic activity gradually resumed despite the impact of the globally spreading COVID-19 pandemic. Supported also by government measures such as various benefit payments and enhanced corporate financing support, Japan’s economy is recovering, albeit moderately, but the pace has slowed. Corporate earnings, particularly in manufacturing, recovered against the backdrop of a recovery in external demand, while personal consumption remained sluggish. In addition, COVID-19 infections were resurging, and the impact on the economy was expected to be prolonged.」

    It states that, although economic activity resumed, the pace of recovery slowed, personal consumption remained sluggish, and COVID-19 infections resurged, with the impact expected to be prolonged.
  17. FY2021-Q2Recovery trend continues, but COVID-19 impact is prolongedAnnual report

    「In the second quarter, economic activity gradually resumed following the lifting of the state of emergency declaration related to COVID-19 in Japan and overseas, supported also by government measures such as various benefit payments and enhanced corporate financing support. Japan’s economy is recovering, albeit moderately. However, the recovery in personal consumption has paused, corporate earnings and business sentiment have deteriorated, and the impact of COVID-19 is expected to be prolonged.」

    While describing the resumption of economic activity and a moderate recovery following the lifting of the state of emergency declaration, it indicates that the recovery in personal consumption has paused, corporate earnings and business sentiment have deteriorated, and the impact of COVID-19 is prolonged.
  18. FY2021-Q1WorsenedAnnual report

    「In the first quarter, Japan’s economy declined sharply due to the impact of the novel coronavirus disease, or COVID-19, in Japan and overseas. Capital investment declined as corporate earnings deteriorated, while the unemployment rate was on an upward trend. In addition, personal consumption declined more sharply than during the Lehman shock following the issuance of the state of emergency declaration.」

    It states that, in addition to the previous uncertainty in overseas economies and financial markets, COVID-19 had in fact worsened the domestic economy, corporate earnings, capital investment and personal consumption.
  19. FY2020-Q2RestatedAnnual report

    「In the second quarter, Japan’s economy saw exports and production slow as overseas economies decelerated against the backdrop of U.S.-China trade friction, despite firm domestic demand.」

    It continues to identify the slowdown in overseas economies and in exports and production against the backdrop of U.S.-China trade friction as concerns regarding the external environment.
  20. FY2020-Q1RestatedAnnual report

    「In the first quarter, Japan’s economy saw exports and production slow as overseas economies decelerated against the backdrop of U.S.-China trade friction, despite firm domestic demand.」

    It continues to identify the slowdown in overseas economies and in exports and production against the backdrop of U.S.-China trade friction as concerns regarding the external environment.
  21. FY2019-Q3RestatedAnnual report

    「Supported by strong corporate earnings and labor shortages, capital investment is expected to remain at a high level, and the economy is expected to continue expanding, albeit moderately. However, conditions require close monitoring of changes in business sentiment amid intensifying trade friction between the United States and China and concerns about a slowdown in overseas economies.」

    It identifies intensifying U.S.-China trade friction and concerns about a slowdown in overseas economies as external conditions that should continue to be closely monitored.
  22. FY2019-Q2RestatedAnnual report

    「Capital investment remains at a high level and exports are on an upward trend as overseas economies continue to grow steadily. At the same time, conditions require close monitoring of changes in business sentiment resulting from the impact of natural disasters and intensifying trade friction, particularly between the United States and other countries.」

    It identifies changes in business sentiment resulting from natural disasters and intensifying trade friction, particularly involving the United States, as external factors that should continue to be closely monitored.
  23. FY2018-Q2RestatedAnnual report

    「Looking ahead, the need to monitor the impact of uncertainty in overseas economies and volatility in financial and capital markets remains high, including the economic outlook, including the impact of geopolitical risks in Europe and Asia, particularly North Korea, and future political and economic developments, including U.S. monetary policy.」

    It continues to identify geopolitical risks in Europe and Asia, including North Korea, uncertainty in overseas economies and volatility in financial and capital markets as risks.
  24. FY2018-Q1RestatedAnnual report

    「Looking ahead, the need to monitor the impact of uncertainty in overseas economies and volatility in financial and capital markets remains high, including the economic outlook, including the impact of geopolitical risks in Europe and emerging Asian economies, and future political and economic developments, including U.S. policy-rate hikes.」

    It continues to identify geopolitical risks, uncertainty in overseas economies and volatility in financial and capital markets as external risks.
  25. FY2017RestatedAnnual report

    「Looking ahead, the need to monitor the impact of uncertainty in overseas economies and volatility in financial and capital markets has become greater than before, including the economic outlook for Europe and emerging Asian economies following the United Kingdom’s decision to leave the EU, and future political and economic developments, including U.S. policy-rate hikes.」

    It continues to identify uncertainty in overseas economies and volatility in financial and capital markets as key external risks.
  26. FY2017-Q3WorsenedAnnual report

    「Looking ahead, the need to monitor the impact of uncertainty in overseas economies and volatility in financial and capital markets has become greater than before, including the economic outlook for Europe and emerging Asian economies following the United Kingdom’s decision to leave the EU, and future political and economic developments, including U.S. monetary policy.」

    It states that the need to monitor uncertainty in overseas economies and volatility in financial and capital markets has become greater than before.
  27. FY2017-Q2RestatedAnnual report

    「Looking ahead, it is necessary to monitor the impact of heightened uncertainty in overseas economies, including downside risks to economic conditions in emerging Asian economies and resource-rich countries, particularly China, and the issue of the United Kingdom’s exit from the EU, as well as volatility in financial and capital markets.」

    It continues to identify uncertainty in overseas economies and volatility in financial and capital markets as risks.
  28. FY2017-Q1First statedAnnual report

    「Uncertainty in overseas economies has increased, including the downside risks to economic conditions in emerging Asian economies and resource-rich countries, particularly China, and the sharp market volatility, including yen appreciation and share-price declines, following the United Kingdom’s decision by referendum to leave the EU. It is necessary to monitor the impact of volatility in financial and capital markets on economic conditions.」

    It identifies uncertainty in the external environment, including downside risks to economic conditions in emerging Asian economies and resource-rich countries, the United Kingdom’s exit from the EU, yen appreciation and share-price declines, as risks.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Ichigo yet. It last moved in the General Meetings of Shareholders of 2026-05-01: "Restated".
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