External Environment, Including Component Supply Concerns and Soaring Energy and Resource Prices
First written in FY2023-Q1. 6 of 7 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2022: 4 of 8 companies on the "Worse" side.
1 other company's latest entry also says "Restated".
- FY2026RestatedAnnual report
「Meanwhile, the business environment is becoming increasingly complex due to the prolonged geopolitical risks, volatility in resource and energy prices, uncertainty surrounding foreign exchange rates and interest rates, supply chain realignment, and rising labor costs and prices.」
We continue to recognize external-environment risks arising from geopolitics, resource and energy prices, foreign exchange rates and interest rates, supply chains, and rising labor costs and prices. - FY2024RestatedAnnual report
「At the same time, the outlook remained uncertain due to global monetary tightening, concerns over an economic slowdown in China, and expanding geopolitical risks, including the situation in the Middle East.」
The company continues to describe monetary tightening, an economic slowdown in China, and geopolitical risks as sources of uncertainty in the external environment. - FY2024-Q3RestatedAnnual report
「At the same time, the company continued to operate in an uncertain outlook due to prolonged geopolitical risks, the weaker yen, and inflation resulting from higher raw-material and energy prices.」
The company continues to describe geopolitical risks, the weaker yen, and higher raw-material and energy prices as sources of uncertainty in the external environment. - FY2024-Q1RestatedAnnual report
「At the same time, uncertainty persisted due to downside risks to the economy from monetary tightening in various countries and inflation caused by the weaker yen.」
The company continues to identify downside risks to the economy from monetary tightening in various countries and inflation caused by the weaker yen as sources of uncertainty in the external environment. - FY2023-Q3RestatedAnnual report
「During the cumulative third quarter under review, normalization from the COVID-19 pandemic was progressing, but the situation remained uncertain because of inflation stemming from the situation in Ukraine and the resulting monetary policies of various countries, including their impact on household consumption and corporate investment.」
The company continues to identify inflation driven by the situation in Ukraine, monetary policy in various countries, and the effects on household consumption and corporate investment as sources of uncertainty in the external environment. - FY2023-Q2RestatedAnnual report
「Although the effects of COVID-19 remained, Japan’s economy continued to show signs of recovery during the cumulative second quarter. At the same time, uncertainty persisted due to the situation in Ukraine, soaring energy prices, and additional interest-rate hikes in Europe and the United States.」
The company identified the situation in Ukraine, soaring energy prices, and additional interest-rate hikes in Europe and the United States as sources of uncertainty. Uncertainty in the external environment has continued. - FY2023-Q1First statedAnnual report
「Uncertainty persisted, including supply concerns for components such as semiconductors, soaring energy prices, and the situation in Ukraine.」
For the first time, the company separately identified supply uncertainty for components such as semiconductors, soaring energy prices, and the situation in Ukraine as sources of uncertainty in the economic environment during the current quarter.