b-style holdings (302A) · RiskDroppedLatest Earnings (2026-08-14): "First stated"
Geopolitical risks, including developments in the Middle East and Ukraine
First written in FY2026-H1. 1 of 3 entries say "Dropped", first in FY2026. Latest entry: 2026-08-14.
3entries
2years
1from disclosures
How it moved
Same theme, other companies
Geopolitical risks stemming from US-China tensions, the war in Ukraine and the situation in the Middle EastA theme 99 companies write about · 101 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2022: 45 of 78 companies on the "Worse" side.
5 other companies' latest entry also says "First stated".
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 99 companies compared. The sentences above are computed from all 99.Full recordFilings, disclosures and news, newest first
- 2026-08-14First statedEarnings
「The environment surrounding corporate earnings remains uncertain due to factors including the impact of U.S. tariff policy, geopolitical risks such as the situation in the Middle East, and fluctuations in foreign-exchange rates and energy prices.」
A statement with the same substance concerning geopolitical risks appeared again in the quarterly disclosure. Do not change the original thread. - FY2026DroppedAnnual reportThe current fiscal year's main text contains no comparable statement concerning geopolitical risks, including developments in the Middle East and Ukraine.
- FY2026-H1First statedAnnual report
「Rising geopolitical risks, including developments in the Middle East and Ukraine」
The deterioration of the geopolitical situation is cited as an external risk.