Business-Environment Uncertainty Due to Yen Depreciation and Financial-Market Volatility
First written in FY2023-Q1. 5 of 9 entries say "Restated". Latest entry: FY2026.
Landix moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2020: 40 of 57 companies on the "Worse" side.
37 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Although the impact of the Bank of Japan's December 2025 policy rate hike from 0.5% to 0.75% was limited, the real estate market is in a phase where transactions are difficult to predict due to concerns over future interest rate increases, soaring construction material prices caused by inflation and the situation in the Middle East,」
The policy rate was raised from 0.5% to 0.75%, and concerns over future interest rate increases, soaring construction material costs and the situation in the Middle East were cited together as factors contributing to uncertainty in real estate transactions. - FY2025RestatedAnnual report
「Although the real estate market is in a phase where transactions are difficult to predict due to concerns over future interest rate increases, soaring construction material prices caused by inflation and fluctuations in imported material prices resulting from movements in foreign exchange rates,」
Concerns over higher interest rates, soaring prices and construction material costs, and uncertainty caused by fluctuations in foreign exchange rates continued to be indicated. - FY2024-Q3RestatedAnnual report
「Meanwhile, amid expectations of a change in the Bank of Japan's monetary policy, considerable uncertainty continues to surround trends in inflation and interest rate levels.」
Expectations of a change in the Bank of Japan's monetary policy, inflation and uncertainty over interest rate levels continued to be identified as risks to the financial and business environment. - FY2024-Q2RestatedAnnual report
「Concerns about the rise in the corporate goods price index and raw material prices resulting from substantial yen depreciation remain strong, and the outlook continues to be uncertain.」
Substantial yen depreciation and concerns about higher corporate goods and raw material prices continued to be identified as factors contributing to uncertainty about the outlook. - FY2024-Q1WorsenedAnnual report
「The outlook remains uncertain due to rising interest rates resulting from monetary tightening in Europe and the United States and the expected slowdown in overseas economies.」
Regarding the previously identified risk of volatility in financial and capital markets, rising interest rates resulting from monetary tightening in Europe and the United States were specifically cited as a factor contributing to uncertainty. - FY2023RestatedAnnual report
「The outlook for the economy remains uncertain, partly due to the impact of soaring global resource prices resulting from the prolonged Russia-Ukraine conflict and rapid fluctuations in foreign exchange rates against the backdrop of shifts in monetary policy in other countries.」
The global shift in monetary policy and rapid fluctuations in foreign exchange rates continued to be identified as factors contributing to uncertainty in the business environment. - FY2023-Q3WorsenedAnnual report
「However, the outlook for the economy remains uncertain due in part to the impact of the renewed spread of the infection, soaring raw material prices and the rapid depreciation of the yen.」
In addition to the previously cited volatility in the yen and financial and capital markets, the rapid depreciation of the yen was identified as a specific factor contributing to economic uncertainty, strengthening the wording around yen depreciation risk. - FY2023-Q2RestatedAnnual report
「The impact on financial markets of global interest rate hikes, led by the United States, and the rise in the corporate goods price index attributable to yen depreciation」
The impact of global interest rate hikes on financial markets and yen depreciation continued to be specifically identified as factors contributing to uncertainty in the business environment. - FY2023-Q1First statedAnnual report
「The outlook remains uncertain due to factors including yen depreciation and volatility in financial and capital markets.」
Yen depreciation and volatility in financial and capital markets were explicitly identified for the first time as external risks contributing to uncertainty in the outlook.