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I'Ll Inc (3854) · RiskWorsened

Overseas economic uncertainty stemming from a downturn in China and emerging Asian economies

First written in FY2016-Q3. 23 of 38 entries say "Restated". Latest entry: FY2026.

38entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q3 – FY2017RestatedFY2018-Q2 – FY2020-Q2RestatedFY2024-Q3 – FY2026-H12016: 320162017: 420172018: 320182019: 420192020: 320202021: 420212022: 420222023: 420232024: 320242025: 120252026: 52026
Same theme, other companies
Demand volatility due to uncertainty in overseas economies and financial marketsA theme 397 companies write about · 408 as a headwind · 0 as a tailwind

I'Ll Inc moved to the "Worse" side of this theme in 2021, 2 years after the typical company in this theme (2019).

The whole theme swung hardest in 2022: 124 of 167 companies on the "Worse" side.

64 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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 408 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Meanwhile, rising geopolitical risks, including the situation in the Middle East, continued, as did upward pressure on prices caused by the weaker yen and a semiconductor shortage caused by AI demand, requiring continued monitoring.」

    In addition to the previous concerns regarding the overseas economy and raw-material prices, geopolitical risks including the situation in the Middle East, upward pressure on prices caused by the weaker yen, and semiconductor shortages caused by AI demand are described as specific factors of concern.
  2. FY2026-H1RestatedAnnual report

    「During the six-month interim consolidated period from 1 August 2025 to 31 January 2026, the domestic economy remained on a gradual recovery track, supported by improving employment and income conditions and expanding capital investment. Meanwhile, continued monitoring was required of the impact on the domestic economy of inflation caused by surging raw-material and energy prices, among other factors, and US trade policy.」

    While indicating that the domestic economy remained on a recovery track, the statement continues to describe inflation caused by surging raw-material and energy prices and the impact of US trade policy as factors of concern.
  3. FY2025RestatedAnnual report

    「Meanwhile, continued monitoring was required of the impact on the domestic economy of inflation caused by surging raw-material and energy prices, among other factors, and additional tariff measures by the United States.」

    The impact on the domestic economy of surging raw-material and energy prices continues to be described as a concern. Additional tariff measures by the United States are described as a separate new specific factor.
  4. FY2024RestatedAnnual report

    「During the fiscal year from 1 August 2023 to 31 July 2024, restrictions on socioeconomic activity to prevent the spread of the novel coronavirus disease were almost completely lifted, and the economy remained on a gradual recovery track. Meanwhile, continued monitoring was required of the impact on the domestic economy of overseas economic downturns associated with monetary tightening and surging raw-material and energy prices, among other factors.」

    While restrictions on socioeconomic activity due to the novel coronavirus disease were almost completely lifted, monetary tightening, overseas economic downturns, and surging raw-material and energy prices continue to be described as concerns in the economic environment.
  5. FY2024-Q3RestatedAnnual report

    「Meanwhile, continued monitoring was required of the impact on the domestic economy of overseas economic downturns associated with monetary tightening, surging raw-material and energy prices, and the 2024 Noto Peninsula Earthquake, among other factors.」

    As in the previous quarter, overseas economic downturns associated with monetary tightening, surging raw-material and energy prices, and the impact of the Noto Peninsula Earthquake and other factors on the domestic economy are described as factors of concern in the economic environment.
  6. FY2024-Q2WorsenedAnnual report

    「Meanwhile, continued monitoring was required of the impact on the domestic economy of overseas economic downturns associated with monetary tightening, surging raw-material and energy prices, and the 2024 Noto Peninsula Earthquake, among other factors.」

    In addition to overseas economic downturns associated with monetary tightening and surging raw-material and energy prices, the impact on the domestic economy of the 2024 Noto Peninsula Earthquake and other factors is described as a factor of concern, indicating broader uncertainty in the economic environment.
  7. FY2024-Q1RestatedAnnual report

    「Meanwhile, continued monitoring was required of the impact on the domestic economy of overseas economic downturns associated with monetary tightening and rising energy and raw-material prices, among other factors.」

    Overseas economic downturns, monetary tightening, and rising energy and raw-material prices are described as factors of concern in the economic environment. The continued monitoring of the overseas economy, raw-material prices and other factors from previous periods is maintained this time.
  8. FY2023RestatedAnnual report

    「However, as uncertainty increased due to the protracted situation in Ukraine and other factors, continued monitoring was required of the economic impact of rising raw-material prices and fluctuations in financial and capital markets.」

    The protracted situation in Ukraine, rising raw-material prices, and fluctuations in financial and capital markets continue to be described as sources of uncertainty in the overseas and broader economic environment.
  9. FY2023-Q3RestatedAnnual report

    「However, as uncertainty increased due to the protracted situation in Ukraine and other factors, continued monitoring was required of the economic impact of rising raw-material prices and fluctuations in financial and capital markets.」

    Concerns about the economic impact of the protracted situation in Ukraine, rising raw-material prices, and fluctuations in financial and capital markets continue to be described.
  10. FY2023-Q2RestatedAnnual report

    「However, as uncertainty increased due to the protracted situation in Ukraine and other factors, continued monitoring was required of the economic impact of rising raw-material prices and fluctuations in financial and capital markets.」

    Concerns about the economic impact of the protracted situation in Ukraine, rising raw-material prices, and fluctuations in financial and capital markets continue to be described.
  11. FY2023-Q1WorsenedAnnual report

    「However, as uncertainty increased due to the protracted situation in Ukraine and other factors, continued monitoring was required of the economic impact of rising raw-material prices and fluctuations in financial and capital markets.」

    The protracted situation in Ukraine and increasing uncertainty are described, with continued monitoring of the economic impact of rising raw-material prices and fluctuations in financial and capital markets.
  12. FY2022RestatedAnnual report

    「Although the impact of novel coronavirus infections overseas was expected to ease and the economy was expected to continue showing signs of recovery, the situation in Ukraine and other factors created uncertainty, requiring continued monitoring of the economic impact of rising raw-material prices and fluctuations in financial and capital markets.」

    Uncertainty in the overseas economy continues to be described, with the situation in Ukraine, rising raw-material prices, and fluctuations in financial and capital markets cited as contributing factors.
  13. FY2022-Q3WorsenedAnnual report

    「Although the impact of novel coronavirus infections overseas was expected to ease and the economy was expected to continue showing signs of recovery, the situation in Ukraine and other factors created uncertainty, requiring continued monitoring of the economic impact of rising raw-material prices and fluctuations in financial and capital markets.」

    While indicating expectations that the impact of the novel coronavirus disease would ease, the statement describes the situation in Ukraine, rising raw-material prices, and fluctuations in financial and capital markets as new factors creating uncertainty, broadening the factors contributing to overseas economic risk.
  14. FY2022-Q2WorsenedAnnual report

    「However, priority preventive measures to prevent the spread of the disease were applied in January 2022, after which the areas covered were expanded. As of the end of January, most areas of Japan were covered, and the situation remained uncertain.」

    The statement describes the expansion of areas covered by priority preventive measures to prevent the spread of the disease amid a resurgence of the novel coronavirus disease, with uncertainty in the domestic economy continuing.
  15. FY2022-Q1SoftenedAnnual report

    「During the three-month period ended 31 October 2021, personal consumption showed signs of recovery, but the domestic economy remained in a severe condition due to the impact of the novel coronavirus disease. As measures were taken to prevent the spread of the virus and vaccinations and other measures were promoted, the economy was expected to continue showing signs of recovery, supported by the effects of various policies and improvement in the overseas economy.」

    While stating that the impact of the novel coronavirus disease on the domestic economy remained severe, the statement describes expectations for an economic recovery supported by the recovery in personal consumption, policy effects, vaccinations and improvement in the overseas economy, adding mitigating factors to the consistently severe wording used through the previous period.
  16. FY2021WorsenedAnnual report

    「In Japan, the state of emergency continued to be reissued after the start of 2021, and the declaration of the fourth state of emergency in July also affected employment and income conditions.」

    The fourth state of emergency in July 2021 and its impact on employment and income conditions are described amid the effects of the novel coronavirus disease.
  17. FY2021-Q3WorsenedAnnual report

    「During the nine-month period ended 30 April 2021, while the novel coronavirus disease was spreading worldwide, the domestic economy remained in a severe condition even after the state of emergency was lifted. Although personal consumption showed signs of recovery, employment and income conditions were affected by the reissuance of the state of emergency in 2021 and the declaration of the third state of emergency in April.」

    The continuing spread of the novel coronavirus disease and its impact on employment and income conditions are described, with the third state of emergency declared in April 2021 cited as a new factor.
  18. FY2021-Q2WorsenedAnnual report

    「During the six-month period ended 31 January 2021, while the novel coronavirus disease was spreading worldwide, the domestic economy remained in a severe condition after the state of emergency was lifted. Although personal consumption showed signs of recovery, employment and income conditions were affected by the reissuance of the state of emergency and other factors after the start of 2021.」

    The spread of the novel coronavirus disease and its continuing impact on employment and income conditions are described, with the reissuance of the state of emergency in January 2021 cited as a new factor.
  19. FY2021-Q1RestatedAnnual report

    「During the three-month period ended 31 October 2020, while the novel coronavirus disease was spreading worldwide, the domestic economy remained in a severe condition after the state of emergency was lifted. Although personal consumption showed signs of recovery, employment and income conditions continued to be affected.」

    The global spread of the novel coronavirus disease and its impact on the domestic economy, employment and income conditions continue to be described.
  20. FY2020-Q3WorsenedAnnual report

    「However, as 2020 began, the novel coronavirus disease spread worldwide. In Japan, personal consumption fell sharply due to the declaration of a state of emergency and other measures, affecting employment and income conditions. Corporate performance also deteriorated due to the impact of the novel coronavirus disease.」

    The statement describes impacts on consumption, employment and income conditions, and corporate performance resulting from the global spread of the novel coronavirus disease, in addition to the previous uncertainty in the overseas economy and financial markets.
  21. FY2020-Q2RestatedAnnual report

    「During the six-month period ended 31 January 2020, although there were concerns about the potential impact on the global economy of developments in trade issues around the world, as well as the outlook for China's economy, the UK's EU withdrawal, developments in the overseas economy, and the situation in the Middle East, and fluctuations in financial and capital markets, attention was required regarding trends in consumer sentiment following the consumption tax rate increase; employment and income conditions continued to improve, and the domestic economy remained on a gradual recovery track.」

    Uncertainty in the overseas economy and financial and capital markets continues to be described. In addition to China's economy and the UK's EU withdrawal, the situation in the Middle East and consumer sentiment following the consumption tax rate increase are cited as specific factors requiring attention.
  22. FY2020-Q1RestatedAnnual report

    「During the three-month period ended 31 October 2019, although there were concerns that developments in trade issues among countries around the world could affect the global economy, as well as concerns about China's economic outlook and uncertainty regarding developments and policies in the overseas economy, including the outlook for the UK's EU withdrawal, attention was required regarding the effects of the consumption tax rate increase and other factors; employment and income conditions continued to improve, and the domestic economy remained on a gradual recovery track.」

    Trade issues, China, and uncertainty regarding developments and policies in the overseas economy continue to be described as concerns, while the outlook for the UK's EU withdrawal is again explicitly identified as a specific factor.
  23. FY2019RestatedAnnual report

    「During the fiscal year from 1 August 2018 to 31 July 2019, although there were concerns that developments in trade issues among countries around the world could affect the global economy, as well as concerns about China's economic outlook and uncertainty regarding developments and policies in the overseas economy, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    China's economic outlook, developments and policies in the overseas economy, and uncertainty arising from trade issues continue to be described as concerns about the overseas economy.
  24. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended 30 April 2019, although there were concerns that developments in trade issues among countries around the world could affect the global economy, as well as concerns about China's economic outlook and uncertainty regarding developments and policies in the overseas economy, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Trade issues among countries around the world, China's economic outlook, and uncertainty regarding developments and policies in the overseas economy continue to be described as concerns about the overseas economy.
  25. FY2019-Q2RestatedAnnual report

    「During the six-month period ended 31 January 2019, although there were concerns that developments in trade issues among countries around the world could affect the global economy, as well as concerns arising from economic uncertainty in China and elsewhere, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Uncertainty in the overseas economy continues to be described. In addition to the previous reference to instability in the overseas economy, trade issues among countries around the world and economic uncertainty in China and elsewhere are cited as specific factors of concern.
  26. FY2019-Q1RestatedAnnual report

    「During the three-month period ended 31 October 2018, although the economy was affected by instability in the overseas economy and fluctuations in financial markets, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Instability in the overseas economy and fluctuations in financial markets continue to be described as risks in the external environment.
  27. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended 30 April 2018, although the economy was affected by instability in the overseas economy and fluctuations in financial markets, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Instability in the overseas economy and fluctuations in financial markets continue to be described as risks in the external environment.
  28. FY2018-Q2RestatedAnnual report

    「During the six-month period ended 31 January 2018, although the economy was affected by instability in the overseas economy and fluctuations in financial markets, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Instability in the overseas economy and fluctuations in financial markets continue to be described as risks in the external environment.
  29. FY2018-Q1SoftenedAnnual report

    「During the three-month period ended 31 October 2017, although the economy was affected by instability in the overseas economy and fluctuations in financial markets, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Instability in the overseas economy and fluctuations in financial markets continue to be described, but the specific factors of economic downturns in China and emerging Asian countries and other factors are no longer stated, making the wording more general.
  30. FY2017RestatedAnnual report

    「During the fiscal year from 1 August 2016 to 31 July 2017, although the economy was affected by instability in the overseas economy and financial markets due to the UK's EU withdrawal, policy changes resulting from the change of administration in the United States and other factors, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Concerns about the overseas economy due to economic downturns in China and emerging Asian countries, together with the UK's EU withdrawal, policy changes resulting from the change of administration in the United States and fluctuations in financial markets, continue to be described.
  31. FY2017-Q3RestatedAnnual report

    「During the nine-month period ended 30 April 2017, although the economy was affected by instability in the overseas economy and financial markets due to the UK's EU withdrawal, policy changes resulting from the change of administration in the United States and other factors, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Concerns about the overseas economy due to economic downturns in China and emerging Asian countries continue to be described. This time, the UK's EU withdrawal, policy changes resulting from the change of administration in the United States and fluctuations in financial markets are also listed as factors contributing to instability in the overseas economy.
  32. FY2017-Q2RestatedAnnual report

    「During the six-month period ended 31 January 2017, although there was instability in the overseas economy due to economic downturns in China and emerging Asian countries, the UK's EU withdrawal issue, the change of administration in the United States and other factors, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Concerns about the overseas economy due to economic downturns in China and emerging Asian countries continue to be described. This time, the UK's EU withdrawal issue and the change of administration in the United States are also listed as factors contributing to instability in the overseas economy.
  33. FY2017-Q1RestatedAnnual report

    「During the nine-month period ended 31 October 2016, although there were concerns about the overseas economy due to economic downturns in China and emerging Asian countries, the UK's EU withdrawal issue and other factors, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Concerns about the overseas economy due to economic downturns in China and emerging Asian countries continue to be described. This time, the UK's EU withdrawal issue is also listed as a factor contributing to concerns about the overseas economy.
  34. FY2016RestatedAnnual report

    「During the fiscal year from 1 August 2015 to 31 July 2016, although there were concerns about the overseas economy due to economic downturns in China and emerging Asian countries, the domestic economy remained on a gradual recovery track, with continued improvement in employment and income conditions.」

    Concerns about the overseas economy due to economic downturns in China and emerging Asian countries, among other factors, continue to be described as a risk in the external environment.
  35. FY2016-Q3First statedAnnual report

    「Although there are concerns about the overseas economy due to economic downturns in China and emerging Asian countries, the domestic economy remains on a gradual recovery track, with continued improvement in employment and income conditions.」

    Concerns about the overseas economy are described as a risk in the external environment. The statement indicates that economic downturns and other adverse conditions have already emerged.
Moved together

"Revenue and profit growth, and a stronger earnings base" moved the same way as this thread, in the same document, in 4 of its 38 moves.

444222★123456
  1. ★This thread
  2. 1Revenue and profit growth, and a stronger earnings base4×
  3. 2Enhancing Corporate Value through Stable Earnings and Business Scale Expansion4×
  4. 3Risk of Delays in Business Negotiations, Orders and Acceptance Inspections Due to COVID-194×
  5. 4Reliance on the Aladdin Office Series and Intensifying Competition2×
  6. 5Impact on Sales from Semiconductor Shortages and Cloud Growth2×
  7. 6Financing policy centered on internal funds, with long-term borrowings used for temporary funding needs2×

★ 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 I'Ll Inc yet. It last moved in the General Meetings of Shareholders of 2026-10-01: "Worsened".
News
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Overseas economic uncertainty stemming from a downturn in China and emerging Asian economies | I'LL INC (3854) | Komori