Komori
Tomoku (3946) · RiskRestated

Economic Uncertainty Due to the Protracted Situation in Ukraine

First written in FY2023-Q1. 3 of 6 entries say "Restated". Latest entry: FY2024-Q3.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q1MaterialisedFY2023-Q2RestatedFY2023-Q3MaterialisedFY2023RestatedFY2024-Q2 – FY2024-Q32022: 220222023: 320232024: 12024
Same theme, other companies
Surging resource and energy prices due to geopolitical tensions and their impact on the business environmentA theme 151 companies write about · 156 as a headwind · 0 as a tailwind

Tomoku moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).

The whole theme swung hardest in 2025: 49 of 86 companies on the "Worse" side.

54 other companies' latest entry also says "Restated".

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 151 companies compared. The sentences above are computed from all 151.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3RestatedAnnual report

    「Meanwhile, uncertainty about the outlook remains due to factors including soaring energy and raw-material prices associated with the prolonged situation in Ukraine, a weaker-yen trend and rising prices amid globally tightening monetary policy, and escalating tensions in the Middle East.」

    The company continues to disclose higher energy and raw material prices and uncertainty about the outlook associated with the prolonged situation in Ukraine.
  2. FY2024-Q2RestatedAnnual report

    「Uncertainty about the outlook remains due to higher energy and raw material prices resulting from the prolonged situation in Ukraine, the yen’s ongoing weakness as global monetary tightening progresses, and rising prices.」

    The company continues to disclose higher energy and raw material prices and uncertainty about the outlook associated with the prolonged situation in Ukraine.
  3. FY2023MaterialisedAnnual report

    「Meanwhile, uncertainty about the outlook continued amid higher energy and raw material prices due to the prolonged situation in Ukraine, an accelerating decline in the yen’s value as global monetary tightening progressed, and rising prices.」

    The prolonged situation in Ukraine has materialized in higher energy and raw material prices and, together with the weaker yen and rising prices, is affecting the actual business environment.
  4. FY2023-Q3RestatedAnnual report

    「In the cumulative third quarter of the fiscal year, consolidated results increased in revenue but decreased in profit year on year, as the economy gradually recovered while the outlook remained uncertain, including because of soaring resource prices resulting from the prolonged situation in Ukraine.」

    Higher resource prices and uncertainty about the outlook associated with the prolonged situation in Ukraine continue to be disclosed, following the previous quarter.
  5. FY2023-Q2MaterialisedAnnual report

    「However, the outlook remains uncertain, owing to concerns about a renewed spread of infections, soaring energy and raw material prices resulting from the prolonged situation in Ukraine, rapid yen depreciation and rising prices amid tightening monetary policy worldwide.」

    The prolonged situation in Ukraine has manifested itself in concrete economic effects through higher energy and raw material prices.
  6. FY2023-Q1First statedAnnual report

    「Uncertainty stemming from the protracted situation in Ukraine」

    The company has separately disclosed for the first time that the prolonged situation in Ukraine is an uncertainty factor concerning the outlook for the domestic economy.
Moved together

"Increase in demand for corrugated cardboard for processed foods, e-commerce and delivery services" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222222★123456
  1. ★This thread
  2. 1Increase in demand for corrugated cardboard for processed foods, e-commerce and delivery services2×
  3. 2Solid demand for home purchases underpinned by policy support and low interest rates2×
  4. 3Passing through price increases through negotiations to raise corrugated-product prices2×
  5. 4Increase in logistics costs due to rising fuel prices2×
  6. 5Raw Material Tightness and Cost Pressures Driven by Special Demand in the Chinese Market2×
  7. 6Uncertain Outlook for Housing Market Amid Wood Shock2×

★ 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
Tomoku's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.