Risk of a Downturn in Emerging Asian Economies and Rapid Yen Appreciation
First written in FY2017-Q1. 13 of 27 entries say "Reframed", first in FY2017-Q3. Latest entry: 2026-07-31.
Taya moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 129 of 169 companies on the "Worse" side.
25 other companies' latest entry also says "Reframed".
- 2026-07-31ReframedEarnings
「一方で、物価上昇による消費者の節約志向の継続、人件費・エネルギー価格の上昇、為替相場の変動に加え、海外経済の減速懸念や地政学的リスクなどにより、依然として先行き不透明な経営環境が続いております。」
先行き不透明要因を、消費者の節約志向、人件費・エネルギー価格、為替、海外経済減速懸念、地政学的リスクとして整理している。 - FY2026ReframedAnnual report
「During the fiscal year, Japan's economy showed a gradual recovery as economic activity moved toward normalization and the employment and income environment improved, while energy and raw material prices continued to rise, and the outlook remained uncertain due to the impact of the situation in the Middle East and developments concerning US trade policy.」
The factors contributing to uncertainty about the outlook have been reorganized from the previous situations in Ukraine and the Middle East to increases in energy and raw material prices, the situation in the Middle East, and US trade policy. - 2026-04-30RestatedOccurring Fact
「エネルギーコストや原材料の価格上昇は依然として継続し、中東情勢の影響や米国の通商政策をめぐる動向もあり、先行きは不透明な状況が続いております。」
エネルギー・原材料価格上昇に加え、中東情勢と米国の通商政策を先行き不透明要因として継続記載している。 - FY2026-H1ReframedAnnual report
「During the interim accounting period, Japan's economy was expected to gradually recover due to improvements in employment and income and increased inbound demand, while the outlook remained uncertain due to geopolitical risks in Ukraine and the Middle East, US trade policy, and volatility in financial and capital markets.」
The factors contributing to uncertainty about the outlook have been organized as geopolitical risks in Ukraine and the Middle East, US trade policy, and volatility in financial and capital markets. - FY2025-H1ReframedAnnual report
「During the interim accounting period, Japan's economy was gradually improving and trending upward as economic activity moved toward normalization, wages began to rise and inbound demand increased, while increases in energy and raw material prices caused by the prolonged situation in Ukraine and the depreciation of the yen continued, and the outlook remained uncertain.」
While the normalization of economic activity and improvement in the economy are noted, the company identifies the prolonged situation in Ukraine, the depreciation of the yen, and increases in energy and raw material prices as factors contributing to uncertainty about the outlook. - FY2024WorsenedAnnual report
「During the fiscal year, Japan's economy showed signs of a gradual recovery as economic and social activity moved toward normalization following the subsiding of COVID-19 and inbound demand increased. Meanwhile, prices continued to rise due to concerns over geopolitical risks including the situations in Ukraine and Israel, higher raw material and energy prices, and the depreciation of the yen, and uncertainty about the outlook remained.」
While the subsiding impact of COVID-19 and a recovery trend are noted, geopolitical risks including the situation in Israel, higher raw material and energy prices, and inflation caused by the depreciation of the yen are described as new factors contributing to uncertainty about the outlook. - FY2024-Q2RestatedAnnual report
「During the first six months of the fiscal year, Japan's economy saw restrictions on activity related to COVID-19 lifted, economic activity move toward normalization, and the economy trend upward, while increases in energy and raw material prices caused by the prolonged situation in Ukraine continued, and uncertainty about the outlook remained.」
While the lifting of activity restrictions related to the pandemic and normalization of economic activity are noted, uncertainty due to the prolonged situation in Ukraine and increases in energy and raw material prices continues. - FY2024-Q1RestatedAnnual report
「During the first quarter of the fiscal year, Japan's economy saw restrictions on activity related to COVID-19 lifted and economic activity move toward normalization, while increases in energy and raw material prices caused by the prolonged situation in Ukraine continued, and uncertainty about the outlook remained.」
While the lifting of activity restrictions related to the pandemic is noted, uncertainty about the outlook due to the prolonged situation in Ukraine and increases in energy and raw material prices continues. - FY2023WorsenedAnnual report
「Prices have been rising sharply, including energy costs and raw material prices due to the prolonged situation in Ukraine, the rapid depreciation of the yen and interest rates, and the outlook remains uncertain.」
In addition to the previous uncertainty in overseas economies and financial markets, the company describes the rapid depreciation of the yen, interest rates, and ongoing sharp increases in energy costs and raw material prices. - FY2023-Q3RestatedAnnual report
「Prices have continued to rise, including energy costs and raw material prices driven by the prolonged situation in Ukraine and the depreciation of the yen, and the outlook remains uncertain.」
The company continues to identify the situation in Ukraine, the depreciation of the yen, and increases in energy costs and raw material prices as factors contributing to uncertainty about the outlook. - FY2023-Q2WorsenedAnnual report
「During the first six months of the fiscal year, Japan's economy began to show signs of recovering economic activity as the impact of COVID-19 eased, but uncertainty about the outlook continued as the prolonged situation in Ukraine and the accelerating depreciation of the yen led to further increases in energy and raw material costs.」
While the easing impact of COVID-19 is noted, the company also describes the prolonged situation in Ukraine, the accelerating depreciation of the yen, and the further expansion of increases in energy and raw material prices. - FY2023-Q1ReframedAnnual report
「During the first quarter of the fiscal year, Japan's economy began to show signs of recovering economic activity as the impact of COVID-19 gradually eased, but uncertainty about the outlook continued due to the prolonged situation in Ukraine and rising energy and raw material costs caused by the rapid depreciation of the yen.」
In addition to the previous uncertainty related to the pandemic, overseas economies and financial and capital markets, the company identifies the prolonged situation in Ukraine and rising costs caused by the rapid depreciation of the yen as factors contributing to uncertainty about the outlook. - FY2022-Q3RestatedAnnual report
「Although vaccine rollout is progressing, the need for continued vaccination remains, and uncertainty about the outlook continues, requiring attention to the risk that a prolonged COVID-19 pandemic could weaken the domestic economy, as well as to trends in overseas economies and volatility in financial and capital markets.」
The company continues to identify a downturn in the domestic economy caused by a prolonged pandemic, overseas economies and volatility in financial and capital markets as factors contributing to uncertainty about the outlook. - FY2022-Q1ReframedAnnual report
「The outlook remains uncertain, with attention required regarding the risk that the impact of COVID-19 could weaken the domestic economy, as well as developments in overseas economies and fluctuations in financial and capital markets.」
The factors contributing to uncertainty about the outlook have been organized as downside risks to the domestic economy from COVID-19, trends in overseas economies, and volatility in financial and capital markets. - FY2020ReframedAnnual report
「During the fiscal year, uncertainty about the outlook continued due to the effects of successive natural disasters, the consumption tax rate increase and the spread of COVID-19 infections, among other factors.」
Natural disasters, the consumption tax rate increase and the spread of COVID-19 infections have been added to the description of factors contributing to uncertainty about the outlook. - FY2020-Q3ReframedAnnual report
「Meanwhile, uncertainty about the outlook continues due to factors including the impact of unstable international conditions and an economic slowdown associated with the consumption tax rate increase.」
The factors contributing to uncertainty about the outlook have been reorganized from the previous references to overseas economies, financial and capital markets, and trade issues to wording that includes unstable international conditions and an economic slowdown associated with the consumption tax rate increase. - FY2020-Q1ReframedAnnual report
「Meanwhile, uncertainty about the outlook continues due to factors including uncertainty in overseas economies caused by US-China trade friction and the impact of volatility in financial and capital markets.」
The company explicitly identifies uncertainty in overseas economies caused by US-China trade friction and the impact of volatility in financial and capital markets as factors contributing to uncertainty about the outlook. - FY2019-Q3ReframedAnnual report
「Meanwhile, uncertainty about the outlook continues due to factors including developments in trade issues, uncertainty in overseas economies and the impact of volatility in financial and capital markets.」
The description of factors contributing to uncertainty about the outlook has been reorganized from wording that included references to geopolitical risks to trade issues, uncertainty in overseas economies and the impact of volatility in financial and capital markets. - FY2019-Q2RestatedAnnual report
「Meanwhile, uncertainty about the outlook continues due to factors including uncertainty in overseas economies and the impact of volatility in financial and capital markets.」
The company continues to identify uncertainty in overseas economies and the impact of volatility in financial and capital markets as factors making the outlook uncertain. - FY2019-Q1ReframedAnnual report
「Meanwhile, uncertainty about the outlook continues due to factors including uncertainty in overseas economies and the impact of volatility in financial and capital markets.」
The factors contributing to uncertainty about the outlook have been reorganized from references to geopolitical risks through the previous quarter to uncertainty in overseas economies and the impact of volatility in financial and capital markets. - FY2018-Q3RestatedAnnual report
「Meanwhile, the outlook remains uncertain, with concerns about the impact on the domestic economy arising from increasing uncertainty surrounding overseas economies and heightened geopolitical risks.」
The company continues to identify uncertainty in overseas economies and rising geopolitical risks as factors of concern for their impact on the domestic economy. - FY2018-Q2RestatedAnnual report
「Meanwhile, the outlook remains uncertain, with concerns about the impact on the domestic economy arising from increasing uncertainty surrounding overseas economies and heightened geopolitical risks.」
The company continues to identify uncertainty in overseas economies and rising geopolitical risks as factors of concern for their impact on the domestic economy. - FY2018-Q1ReframedAnnual report
「Meanwhile, the outlook remains uncertain, with concerns about the impact on the domestic economy arising from increasing uncertainty surrounding overseas economies and heightened geopolitical risks.」
The factors cited as making the outlook uncertain have been reorganized from volatility in the economies of the United States and Europe and financial and capital markets to uncertainty surrounding overseas economies and heightened geopolitical risks. - FY2017RestatedAnnual report
「Meanwhile, the outlook remains uncertain due to the increasing uncertainty surrounding overseas economies, particularly those of the United States and Europe, and volatility in financial and capital markets.」
Overseas economies in the United States and Europe and volatility in financial and capital markets continue to be cited as factors making the outlook uncertain. - FY2017-Q3ReframedAnnual report
「Meanwhile, the outlook remains uncertain due to the increasing uncertainty surrounding overseas economies, particularly those of the United States and Europe, and volatility in financial and capital markets.」
The factors cited as making the outlook uncertain have changed from downside risks to emerging Asian economies, including China, and rapid yen appreciation through the previous quarter to overseas economies in the United States and Europe and volatility in financial and capital markets. - FY2017-Q2RestatedAnnual report
「Meanwhile, the outlook remains uncertain due to downside risks to the economies of emerging Asian countries, including China, and rapid yen appreciation.」
Downside risks to emerging Asian economies and rapid yen appreciation continue to be cited as external factors making the outlook uncertain. - FY2017-Q1First statedAnnual report
「Meanwhile, the outlook remains uncertain due to downside risks to the economies of emerging Asian countries, including China, and rapid yen appreciation.」
Downside risks to emerging Asian economies and rapid yen appreciation are newly cited as external environmental risks making the outlook uncertain.