Komori
The Monogatari (3097) · RiskWorsened

Uncertainty over the global economy arising from the situation in East Asia and U.S. policy

First written in FY2018-Q2. 10 of 18 entries say "Restated". Latest entry: FY2026.

18entries
9years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2019-Q2WorsenedFY2020-Q3 – FY2022-Q3RestatedFY2023-Q3 – FY2024-Q3RestatedFY2025-H12018: 420182019: 320192020: 220202021: 020212022: 220222023: 320232024: 220242025: 120252026: 12026
Same theme, other companies
External Environment Uncertainty from North Korea and US Administration PoliciesA theme 37 companies write about · 39 as a headwind · 0 as a tailwind

The Monogatari 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: 14 of 18 companies on the "Worse" side.

10 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 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Meanwhile, the outlook for the economy remained uncertain due to the effects of uncertainty in international affairs, U.S. trade policy and fluctuations in foreign exchange rates.」

    In addition to previously identified geopolitical risks and foreign-exchange fluctuations, the Company explicitly identified US trade policy as a source of uncertainty regarding the economic outlook.
  2. FY2025-H1RestatedAnnual report

    「Meanwhile, the economic outlook remains uncertain due to concerns about a slowdown in the Chinese economy, US policy trends, rising geopolitical risks, higher energy resource and raw material prices, and financial market volatility.」

    Uncertainty in the global economy due to concerns about a slowdown in China's economy, US policy developments and geopolitical risks continues to be disclosed.
  3. FY2024WorsenedAnnual report

    「Meanwhile, the outlook for economic activity remains uncertain due to factors including the prolonged situation in Ukraine, heightened geopolitical risks such as the Israel-Palestine issue, rising energy and raw material prices caused by the depreciation of the yen, and the risk of volatility in financial and capital markets.」

    In addition to the previously cited situation in Ukraine, the depreciation of the yen and rising resource prices, heightened geopolitical risks such as the Israel-Palestine issue were explicitly identified.
  4. FY2024-Q3RestatedAnnual report

    「Meanwhile, the economic outlook remains uncertain due to developments in the tense global situation, including conditions in Russia and Ukraine, higher energy resource and raw material prices resulting from the yen's depreciation, and financial and capital market volatility.」

    The lack of clarity regarding the economic outlook due to geopolitical factors overseas, the depreciation of the yen, rising energy and raw material prices, and volatility risks in financial and capital markets continues to be disclosed.
  5. FY2024-Q1RestatedAnnual report

    「The economic outlook remains uncertain due to the prolonged Russian invasion of Ukraine, higher energy resource and raw material prices resulting from the yen's depreciation, and continued price increases.」

    The lack of clarity regarding the economic outlook due to geopolitical factors overseas, the depreciation of the yen, rising energy and raw material prices, and inflation continues to be disclosed.
  6. FY2023-Q3RestatedAnnual report

    「Meanwhile, the economic outlook remains uncertain due to risks including higher energy resource and raw material prices resulting from the prolonged Russian invasion of Ukraine and foreign exchange fluctuations, as well as volatility in financial and capital markets resulting from policy interest rate revisions worldwide.」

    The risks of volatility in financial and capital markets associated with geopolitical factors overseas, exchange-rate fluctuations, rising energy and raw material prices, and policy-rate revisions continue to be disclosed.
  7. FY2023-Q2WorsenedAnnual report

    「Meanwhile, risks remain to the financial and capital markets from higher prices for energy resources and raw materials due to the prolonged Russian invasion of Ukraine and sharp exchange-rate fluctuations, as well as from the volatility associated with the global rise in policy interest rates. The outlook for the economy therefore remains uncertain.」

    In relation to geopolitical risks overseas, the prolonged invasion of Ukraine, exchange-rate fluctuations, rising energy and raw material prices, and the risk of volatility in financial and capital markets associated with global policy rate hikes were explicitly identified.
  8. FY2023-Q1RestatedAnnual report

    「Meanwhile, the economic outlook remains uncertain due to higher energy resource and raw material prices resulting from worsening conditions in Ukraine and the yen's depreciation, among other factors.」

    The lack of clarity regarding the economic outlook due to overseas conditions and geopolitical factors, including worsening conditions in Ukraine and the continuing depreciation of the yen, continues to be disclosed.
  9. FY2022-Q3WorsenedAnnual report

    「The outlook for economic activity remains uncertain due to worsening social conditions surrounding Ukraine.」

    In addition to previously cited political developments overseas, geopolitical risks, US-China trade friction and concerns about an economic slowdown in China, worsening social conditions surrounding Ukraine were explicitly identified as a source of uncertainty regarding the economic outlook.
  10. FY2020WorsenedAnnual report

    「Overseas, while concerns remained about downside risks to economic activity due to unstable political developments caused by escalating US-China trade friction and concerns about an economic slowdown in China, COVID-19 spread rapidly worldwide and the recession deepened.」

    In addition to the existing US-China trade friction, the slowdown in China's economy and political developments overseas, the deepening of the global recession caused by COVID-19 was disclosed.
  11. FY2020-Q3WorsenedAnnual report

    「During the first 3 quarters of the current fiscal year, Japan's economy remained highly uncertain, due to the impact of COVID-19 in addition to unstable political developments overseas, including concerns about an economic slowdown in China resulting from prolonged US-China trade friction.」

    The disclosure states that, in addition to the existing US-China trade friction, concerns about an economic slowdown in China and political developments overseas, the impact of COVID-19 increased uncertainty regarding the economic outlook.
  12. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current fiscal year, Japan's economy showed signs of slower growth in domestic capital investment and exports due to the impact of unstable political developments overseas, including escalating US-China trade friction and concerns about an economic slowdown in China, and the outlook for economic activity remained uncertain.」

    The lack of clarity regarding the outlook due to US-China trade friction, concerns about an economic slowdown in China and unstable political developments overseas continues to be disclosed.
  13. FY2019-Q3WorsenedAnnual report

    「During the first 3 quarters of the current fiscal year, Japan's economy continued to recover moderately, supported by improvements in corporate earnings and the employment environment. However, the outlook for economic activity remained uncertain amid concerns about the effects of unstable political developments overseas, including escalating US-China trade friction and concerns about an economic slowdown in China, as well as continuing geopolitical risks.」

    In addition to previously cited political developments overseas and geopolitical risks, the escalation of US-China trade friction and concerns about an economic slowdown in China were explicitly identified as sources of uncertainty regarding the outlook.
  14. FY2019-Q2RestatedAnnual report

    「Although a moderate recovery trend continued, supported by improvements in corporate earnings and the employment environment, the outlook for economic activity remained uncertain due to concerns about the impact of unstable political developments overseas, including escalating US-China trade friction, and continuing geopolitical risks.」

    In addition to unstable political developments overseas and geopolitical risks, the escalation of US-China trade friction continues to be disclosed as a source of uncertainty regarding the economic outlook.
  15. FY2019-Q1RestatedAnnual report

    「Although a moderate recovery trend continued, supported by improvements in corporate earnings and the employment environment, the outlook for economic activity remained uncertain due to concerns about the impact of unstable political developments overseas and the continuing geopolitical risks.」

    The lack of clarity regarding the economic outlook due to unstable political developments overseas and geopolitical risks continues to be disclosed.
  16. FY2018RestatedAnnual report

    「Uncertainty in overseas economies stemming from unstable political conditions abroad is increasing, and the outlook for economic activity remains uncertain.」

    Uncertainty in the global economy and the lack of clarity regarding its outlook stemming from political conditions abroad continue to be disclosed.
  17. FY2018-Q3RestatedAnnual report

    「However, the outlook remains uncertain due to uncertainty in the global economy, including unstable political conditions in East Asian countries and concerns about the policies of the Trump administration in the United States.」

    Concerns about political conditions in East Asia and the policies of the US administration continue to be disclosed as sources of uncertainty in the global economy.
  18. FY2018-Q2First statedAnnual report

    「However, the outlook remains uncertain due to uncertainty in the global economy, including unstable political conditions in East Asian countries and concerns about the policies of the new US administration.」

    Concerns about political conditions in East Asia and the policies of the new US administration were newly disclosed as sources of uncertainty in the global economy and its outlook.
Moved together

"Guarantees of liabilities relating to member stores" moved the same way as this thread, in the same document, in 6 of its 18 moves.

644443★123456
  1. ★This thread
  2. 1Guarantees of liabilities relating to member stores6×
  3. 2Foodservice Market Contraction and Maturation of Consumer Needs4×
  4. 3Risks from Rising Raw Material Prices and Exchange Rate Fluctuations4×
  5. 4Dependence on Borrowings and Rising Interest Rates4×
  6. 5Impairment Losses Due to Lower Store Profitability4×
  7. 6Store Closures and Business Impact Due to COVID-193×

★ 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
No upcoming earnings preview for The Monogatari yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Uncertainty over the global economy arising from the situation in East Asia and U.S. policy | The Monogatari Corporation (3097) | Komori