Komori
Ube (4208) · RiskWorsened

Legal, Personnel, and Sociopolitical Risks Associated with Overseas Business Activities

First written in FY2016. 3 of 7 entries say "Worsened", first in FY2023. Latest entry: FY2026.

7entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20212016: 120162017: 020172018: 120182019: 020192020: 020202021: 120212022: 020222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Overseas Site Personnel, Infrastructure and Social Unrest RiskA theme 58 companies write about · 58 as a headwind · 0 as a tailwind

Ube moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2025: 16 of 23 companies on the "Worse" side.

19 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 58 companies compared. The sentences above are computed from all 58.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Overseas sales in fiscal 2025 accounted for approximately 55% of consolidated net sales.」

    The overseas sales ratio increased from approximately 54% in the previous fiscal year to approximately 55%, further increasing exposure to overseas political and economic risks, trade risks and environmental regulations.
  2. FY2025WorsenedAnnual report

    「Overseas sales in fiscal 2024 accounted for approximately 54% of consolidated net sales.」

    The overseas sales ratio increased from approximately 50% in the previous fiscal year to approximately 54%, and exposure to overseas political and economic risks, trade risks and environmental regulations increased.
  3. FY2024Update to overseas sales ratioAnnual report

    「Overseas sales in fiscal 2023 accounted for approximately 50% of consolidated net sales.」

    The overseas sales ratio was reported at approximately 50%, updating the scale of exposure associated with the overseas business.
  4. FY2023WorsenedAnnual report

    「Overseas sales in fiscal 2022 accounted for approximately 52% of consolidated net sales.」

    The overseas sales ratio increased from approximately 28% as previously reported to approximately 52%, and quantified exposure to political and economic risks, trade risks, environmental regulations and labor disputes associated with overseas business activities increased.
  5. FY2021RestatedAnnual report

    「Overseas sales in fiscal 2020 accounted for approximately 28% of consolidated net sales.」

    The scale of the overseas business and country risks, including political and economic risks, trade risks, environmental regulations and labor disputes, are described again.
  6. FY2018RestatedAnnual report

    「Outside Japan, business activities may be disrupted by unexpected changes in laws or regulations, economic risks, and social or political risks.」

    Legal and regulatory, economic, social and political risks associated with overseas business activities were reiterated.
  7. FY2016First statedAnnual report

    「Overseas operations generally entail risks including unexpected changes in laws and regulations, weak infrastructure, difficulties securing personnel and developing technical proficiency, economic risks such as labor unions, and social or political unrest caused by terrorism, war and other factors.」

    Risks relating to production and sales activities in Asia, North, Central and South America, and Europe.
Moved together

"Ongoing litigation over asbestos-related claims" moved the same way as this thread, in the same document, in 3 of its 7 moves.

322222★123456
  1. ★This thread
  2. 1Ongoing litigation over asbestos-related claims3×
  3. 2Interest Rate Fluctuations and Changes in Financing Conditions2×
  4. 3Substantial Recovery in Operating Profit2×
  5. 4Exit from underperforming businesses and review of assets2×
  6. 5Costs and Business Constraints Resulting from Changes to and Tightening of Environmental Regulations, etc.2×
  7. 6Risk of impairment of fixed assets due to deterioration in the business environment2×

★ 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
Ube's next results are scheduled for 2026-11-05. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.