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baudroie (4413) · RiskDropped

Surging Demand From the Reopening of the U.S.-Led Economy and Greater Market Uncertainty

First written in FY2023-Q2. 4 of 9 entries say "Restated". Latest entry: FY2025.

9entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2023-Q3 – FY2023RestatedFY2024-Q1 – FY2024-Q2SoftenedFY2024-Q3RestatedFY2024 – FY20252022: 120222023: 420232024: 320242025: 12025
Same theme, other companies
Market Uncertainty from a Demand Surge and Supply Constraints Accompanying U.S. Economic ReopeningA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2025DroppedAnnual report
    No explicit reference to the extreme increase in demand resulting from the reopening of the economy led by the United States can be identified.
  2. FY2025-Q1RestatedAnnual report

    「Meanwhile, geopolitical risks related to the situation in Ukraine have persisted, while soaring raw material and energy prices have increased concerns about inflation.」

    Rather than the previous surge in demand resulting from the reopening of the U.S. economy, inflation concerns arising from geopolitical risks and soaring raw material and energy prices continue to be described.
  3. FY2024RestatedAnnual report

    「Meanwhile, geopolitical risks related to the situation in Ukraine have persisted, while soaring raw material and energy prices have increased concerns about inflation.」

    Rather than the previous surge in demand resulting from the reopening of the U.S. economy, inflation concerns arising from geopolitical risks and soaring raw material and energy prices are described. There has been no material change in the disclosure from the previous quarter.
  4. FY2024-Q3SoftenedAnnual report

    「Meanwhile, geopolitical risks related to the situation in Ukraine have persisted, while soaring raw material and energy prices have increased concerns about inflation.」

    The previous reference to the extreme increase in demand resulting from the reopening of the U.S.-led economy has been removed, and the disclosure has been reorganized around inflation concerns arising from geopolitical risks and soaring raw material and energy prices.
  5. FY2024-Q2RestatedAnnual report

    「Concerns about inflation have increased in various countries due to the extreme increase in demand caused by the rapid reopening of economies, particularly in the United States, and supply-side constraints and rising raw material prices resulting from the prolonged situation in Ukraine.」

    The surge in demand led by the United States, supply constraints, higher raw material prices, and inflation concerns in various countries continue to be described in the same way as in the previous fiscal year.
  6. FY2024-Q1RestatedAnnual report

    「Concerns about inflation have increased in various countries due to the extreme increase in demand caused by the rapid reopening of economies, particularly in the United States, and supply-side constraints and rising raw material prices resulting from the prolonged situation in Ukraine.」

    The surge in demand led by the United States, supply constraints, higher raw material prices, and inflation concerns in various countries continue to be described in the same way as in the previous fiscal year.
  7. FY2023WorsenedAnnual report

    「Concerns about inflation have increased in various countries due to the extreme increase in demand caused by the rapid reopening of economies, particularly in the United States, and supply-side constraints and rising raw material prices resulting from the prolonged situation in Ukraine.」

    The surge in demand, supply constraints, higher raw material prices, inflation concerns in various countries, changes in monetary policy, exchange-rate fluctuations, and concerns about bank failures are all listed, broadening the factors contributing to uncertainty in the external environment.
  8. FY2023-Q3WorsenedAnnual report

    「Concerns about inflation have increased in various countries due to the extreme increase in demand caused by the rapid reopening of economies, particularly in the United States, and supply-side constraints and rising raw material prices resulting from the prolonged situation in Ukraine.」

    The surge in demand led by the United States, supply constraints, higher raw material prices, and growing inflation concerns in various countries are listed, expanding the factors contributing to uncertainty in the external environment.
  9. FY2023-Q2First statedAnnual report

    「The extreme increase in demand resulting from the rapid reopening of the economy, led by the United States, supply-side constraints and higher raw material prices due to the protracted situation in Ukraine have created events in the financial and capital markets that make the outlook uncertain.」

    The surge in demand resulting from the reopening of the economy, led by the United States, is being described specifically for the first time, together with supply constraints and higher raw material prices, as an external factor contributing to uncertainty in the financial and capital markets.
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"Volatility in the financial and capital markets" moved the same way as this thread, in the same document, in 3 of its 9 moves.

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Surging Demand From the Reopening of the U.S.-Led Economy and Greater Market Uncertainty | baudroie,inc. (4413) | Komori