Komori
J-Oil Mills (2613) · RiskWorsened

Legal, Political, Social and Natural Disaster Risks Associated with Overseas Expansion

First written in FY2018. 5 of 6 entries say "Worsened", first in FY2025. Latest entry: 2026-05-29.

6entries
9years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018WorsenedFY2025 – 2026-05-292018: 120182019: 020192020: 020202021: 020212022: 020222023: 020232024: 020242025: 220252026: 32026
Same theme, other companies

J-Oil Mills moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).

The whole theme swung hardest in 2022: 41 of 84 companies on the "Worse" side.

35 other companies' latest entry also says "Worsened".

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 125 companies compared. The sentences above are computed from all 125.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1WorsenedAnnual report

    「一方、米国通商政策をめぐる不確実性や、国際情勢の不安定化を背景としたエネルギー・原材料価格の高止まり、さらには円安の長期化に伴う物価上昇など、景気の先行きには依然として不透明感が残っております。」

    海外事業に伴う政治・社会情勢リスクについて、米国通商政策の不確実性、国際情勢の不安定化、エネルギー・原材料価格高止まり、円安長期化による影響を具体的に認識している。
  2. FY2025WorsenedAnnual report

    「特に昨今は異常気象による自然災害頻発に加え、国家間における緊張の高まりや、保護貿易的な政策転換による経済環境の変化といった、地政学的な要因が事業に及ぼす影響がさらに高まっております。」

    海外進出リスクについて、異常気象、国家間緊張、保護貿易的政策転換の影響拡大に加え、海外子会社の不正・不法行為とガバナンス不全を具体的に記載した。
  3. FY2018First statedAnnual report

    「当社グループは海外事業の拡大を重点課題として取り組んでおります。予期せぬ法律・規制・税制の改正、また、紛争・テロなどの政治的・社会的リスクや自然災害の発生により、当社グループの業績および財政状態に影響を及ぼす可能性があります。」

    海外事業拡大に伴う法律・規制・税制、紛争・テロ等の政治社会リスク、自然災害を新たなリスクとして整理した。
Moved together

"Procurement Risk from Overseas Dependence for Oilseed-Crushing Raw Materials" moved the same way as this thread, in the same document, in 5 of its 6 moves.

542222★123456
  1. ★This thread
  2. 1Procurement Risk from Overseas Dependence for Oilseed-Crushing Raw Materials5×
  3. 2Earnings Pressure from Fluctuations in Grain Prices, Foreign Exchange and Ocean Freight4×
  4. 3Earnings Pressure from Higher Energy Costs2×
  5. 4Declining Vitamin K2 Sales and Strategic Review to Expand U.S. Distribution2×
  6. 5Sixth Medium-Term Management Plan, “Transforming for Growth”2×
  7. 6¥90 Billion of Cash Inflows Allocated to Growth Investment, Capital Expenditures and Shareholder Returns2×

★ 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
J-Oil Mills's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-29: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.