Komori
baudroie (4413) · RiskRestated

Supply constraints resulting from the prolonged situation in Ukraine

First written in FY2023-Q2. 8 of 10 entries say "Restated". Latest entry: FY2027-H1.

10entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2 – FY2025-Q1WorsenedFY20252022: 120222023: 420232024: 320242025: 120252026: 12026
Same theme, other companies
Supply Chain Disruptions and Cost Inflation Caused by Geopolitical TensionsA theme 48 companies write about · 48 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 21 of 36 companies on the "Worse" side.

13 other companies' latest entry also says "Restated".

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 48 companies compared. The sentences above are computed from all 48.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「Meanwhile, the outlook for the economy remains a matter requiring attention due to geopolitical risks, including the situation in the Middle East, price trends, and volatility in the financial and capital markets.」

    Geopolitical risks relating to the situation in the Middle East continue to be listed as risks in the external environment relating to the outlook for the economy.
  2. FY2025WorsenedAnnual report

    「Rising global geopolitical risks, including the protracted situation in Ukraine and growing instability in the Middle East」

    In addition to the previous references to the situation in Ukraine, instability in the Middle East is now included, broadening the scope of external risks described as rising global geopolitical risks.
  3. FY2025-Q1RestatedAnnual report

    「Recently, the prolongation of geopolitical risks associated with the situation in Ukraine」

    Geopolitical risks associated with the protracted situation in Ukraine continue to be listed as risks in the external environment.
  4. FY2024RestatedAnnual report

    「Recently, the prolongation of geopolitical risks associated with the situation in Ukraine」

    Geopolitical risks associated with the protracted situation in Ukraine continue to be listed as risks in the external environment.
  5. FY2024-Q3RestatedAnnual report

    「Recently, the prolongation of geopolitical risks associated with the situation in Ukraine」

    Geopolitical risks associated with the protracted situation in Ukraine continue to be listed as risks in the external environment.
  6. FY2024-Q2RestatedAnnual report

    「Supply-side constraints resulting from the protracted situation in Ukraine」

    Supply-side constraints associated with the protracted situation in Ukraine continue to be listed as risks in the external environment.
  7. FY2024-Q1RestatedAnnual report

    「Supply-side constraints resulting from the protracted situation in Ukraine」

    Supply-side constraints resulting from the protracted situation in Ukraine continue to be listed as risks in the external environment.
  8. FY2023RestatedAnnual report

    「Supply-side constraints resulting from the protracted situation in Ukraine」

    Supply-side constraints resulting from the protracted situation in Ukraine continue to be listed as external risks.
  9. FY2023-Q3RestatedAnnual report

    「Supply-side constraints resulting from the protracted situation in Ukraine」

    Supply-side constraints associated with the protracted situation in Ukraine continue to be listed as risks in the external environment.
  10. FY2023-Q2First statedAnnual report

    「Supply-side constraints resulting from the protracted situation in Ukraine」

    Supply-side constraints associated with the protracted situation in Ukraine are being listed for the first time as external risks contributing to uncertainty in the financial and capital markets and higher raw material prices.
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
baudroie's next results are scheduled for 2026-10-15. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.