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Infcurion (438A) · RiskWorsened

Uncertainty over the Outlook Due to Inflation and U.S. Trade Policy

First written in FY2026-H1. 2 of 3 entries say "Worsened", first in 2026-05-11. Latest entry: FY2026.

3entries
2years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2026-H1Worsened2026-05-11 – FY20262025: 120252026: 22026
Same theme, other companies
Business uncertainty arising from protectionist trade policies and geopolitical developmentsA theme 364 companies write about · 371 as a headwind · 0 as a tailwind

Infcurion moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).

The whole theme swung hardest in 2022: 106 of 135 companies on the "Worse" side.

76 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 199 companies compared. The sentences above are computed from all 199.Comparing 200 of the theme's 372 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Meanwhile, uncertainty about the outlook continues, including concerns about trade friction resulting from U.S. policy changes, foreign-exchange volatility, geopolitical risks, and the risk of higher energy and raw-material prices caused by heightened tensions in the Middle East.」

    In addition to the previously cited inflation and U.S. trade policy, the company lists foreign exchange, geopolitical, Middle East and energy and raw material price risks, broadening the scope of the uncertainties.
  2. 2026-05-11WorsenedRevision of earnings forecasts

    「Meanwhile, uncertainty about the outlook continues, including concerns about trade friction resulting from U.S. policy changes, foreign-exchange volatility, geopolitical risks, and the risk of higher energy and raw-material prices caused by heightened tensions in the Middle East.」

    U.S. trade policy, foreign exchange, geopolitics, the situation in the Middle East, and higher energy and raw-material prices were listed as factors contributing to uncertainty, broadening the range of risks.
  3. FY2026-H1First statedAnnual report

    「At the same time, uncertainty about the outlook persists due to factors including a decline in consumer sentiment resulting from continued inflation and the widening impact of policy developments, including U.S. trade policy.」

    Inflation and the impact of U.S. trade policy, among other factors, are cited as uncertainties in the external environment.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Infcurion yet. It last moved in the Revision of earnings forecasts of 2026-05-11: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Uncertainty over the Outlook Due to Inflation and U.S. Trade Policy | Infcurion,Inc. (438A) | Komori