Overseas Business Continuity Risks in China and Indonesia
First written in FY2023. 1 of 2 entries say "Materialised", first in FY2025-H1. Latest entry: FY2025-H1.
Sasatoku Printing moved to the "Worse" side of this theme in 2025, 6 years after the typical company in this theme (2019).
The whole theme swung hardest in 2022: 124 of 167 companies on the "Worse" side.
6 other companies' latest entry also says "Materialised".
- FY2025-H1MaterialisedAnnual report
「In the packaging sector, solid demand, mainly from the domestic confectionery and food industries, has continued, and order-generating activities targeting new customers have supported sales. Overseas, however, order volumes remained below expectations due to the downturn in the Chinese economy.」
The impact of overseas order volumes falling below expectations due to the downturn in the Chinese economy has actually materialized. - FY2023First statedAnnual report
「The Group conducts business activities in China and Indonesia, where geopolitical risks exist, including natural disasters such as major earthquakes, storms and floods, and social and political disturbances such as war, terrorism, riots, boycotts, infectious diseases, disruptions to energy supplies, and transportation disruptions.」
It states that the likelihood of occurrence is medium, while the impact is high in China and low in Indonesia.