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Genetec (4492) · RiskMonitoring the additional impact of U.S. trade policy

Business Impact of Rising Raw Material and Energy Prices

First written in FY2022-Q3. 5 of 9 entries say "Worsened", first in FY2022. Latest entry: FY2026-H1.

9entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2022 – FY2023-Q3RestatedFY2024-Q1WorsenedFY2024-Q3RestatedFY2025-H1 – FY2026-H12022: 420222023: 220232024: 220242025: 12025
Same theme, other companies
Uncertainty in the business environment caused by soaring oil and raw material pricesA theme 32 companies write about · 32 as a headwind · 0 as a tailwind

Genetec moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).

The whole theme swung hardest in 2022: 16 of 28 companies on the "Worse" side.

0 other companies' latest entry also says "Other".

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 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Monitoring the additional impact of U.S. trade policyAnnual report

    「During the interim consolidated accounting period, Japan's economy continued to recover gradually, supported by improvements in employment and income conditions and the effects of various government policies. However, close attention is needed regarding the continued rise in prices and the impact of U.S. trade policy, among other factors, and the economic outlook remains uncertain.」

    In addition to ongoing factors such as rising prices, the impact of U.S. trade policy was explicitly identified as a factor contributing to economic uncertainty. For FlexSim, the impact on capital investment sentiment at major manufacturing and logistics companies was also described.
  2. FY2025-H1RestatedAnnual report

    「However, the downturn in overseas economies, including the effects of persistently high interest rates in Europe and the United States and the continued stagnation of China's property market, poses a risk of putting downward pressure on Japan's economy. In addition, the Company remains in a situation requiring close attention to the effects of rising prices, developments in the Middle East, and fluctuations in financial and capital markets.」

    The Company continues to recognize high interest rates, the downturn in overseas economies, stagnation in China's property market, rising prices, developments in the Middle East, and financial market volatility as external environmental risks.
  3. FY2024-Q3WorsenedAnnual report

    「However, the downturn in overseas economies, including the effects of continued global monetary tightening and concerns about the outlook for China's economy, poses a risk of putting downward pressure on Japan's economy. In addition, the Company remains in a situation requiring close attention to the effects of rising prices, developments in the Middle East, and fluctuations in financial and capital markets.」

    In addition to the existing risks of monetary tightening, a downturn in overseas economies, rising prices, and financial market volatility, concerns about the outlook for China's economy and developments in the Middle East were explicitly identified as external environmental risks.
  4. FY2024-Q1RestatedAnnual report

    「However, amid continued global monetary tightening and other factors, the downturn in overseas economies poses a risk of putting downward pressure on Japan's economy. In addition, the Company remains in a situation requiring close attention to the effects of rising prices and fluctuations in financial and capital markets.」

    The Company continues to recognize global monetary tightening, the downturn in overseas economies, rising prices, and fluctuations in financial and capital markets as external environmental risks.
  5. FY2023-Q3WorsenedAnnual report

    「However, amid continued global monetary tightening, the downturn in overseas economies poses a risk of putting downward pressure on Japan's economy, and close attention must be paid to the effects of rising prices, fluctuations in financial and capital markets, and the spread of infections in China.」

    In addition to global monetary tightening, the downturn in overseas economies, rising prices, and fluctuations in financial and capital markets, the spread of infections in China was explicitly identified as an external environmental risk.
  6. FY2023-Q2WorsenedAnnual report

    「Meanwhile, overseas economies have been trending downward amid continued soaring crude oil prices, the conflict in Ukraine, and global monetary tightening. This situation poses a risk of putting downward pressure on Japan's economy, and close attention must be paid to the effects of rising prices and fluctuations in financial and capital markets on corporate operations.」

    In addition to soaring crude oil prices and the conflict in Ukraine, global monetary tightening, the downturn in overseas economies, rising prices, and fluctuations in financial and capital markets were explicitly identified as external environmental risks.
  7. FY2023-Q1WorsenedAnnual report

    「Meanwhile, the economic outlook has become increasingly uncertain due to soaring crude oil prices, the conflict in Ukraine, and the rapid depreciation of the yen arising from interest-rate differentials in Japan and overseas.」

    Soaring crude oil prices, the conflict in Ukraine, and the rapid depreciation of the yen were explicitly identified as factors contributing to uncertainty in the economic outlook, giving concrete form to external environmental uncertainty.
  8. FY2022WorsenedAnnual report

    「The outlook remains uncertain due to persistently high COVID-19 case numbers, the emergence of variants, rising raw material prices, exchange-rate fluctuations, and the situation in Ukraine, and continued monitoring is necessary.」

    Rising raw material prices, exchange-rate fluctuations, and the situation in Ukraine were identified as specific factors contributing to uncertainty during the fiscal year under review.
  9. FY2022-Q3First statedAnnual report

    「The situation remains uncertain, and the Company needs to monitor the impact of the spread of new variants, soaring raw material and energy prices, and shortages of components, particularly semiconductors.」

    For the first time, soaring raw material and energy prices were explicitly identified as factors contributing to uncertainty over the economic outlook.
Moved together

"Shortages of Components for Semiconductors, IT Equipment and Other Products" moved the same way as this thread, in the same document, in 3 of its 9 moves.

322★123
  1. ★This thread
  2. 1Shortages of Components for Semiconductors, IT Equipment and Other Products3×
  3. 2Deterioration in the Profitability of Contracted Development Projects2×
  4. 3Foreign Exchange and Interest Rate Risk2×

★ 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.

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Business Impact of Rising Raw Material and Energy Prices | GENETEC CORPORATION (4492) | Komori