Soaring Resource, Energy and Raw Material Prices and Global Monetary Tightening
First written in FY2023-Q1. 5 of 12 entries say "Restated". Latest entry: 2026-10-15.
property technologies moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2020: 40 of 57 companies on the "Worse" side.
60 other companies' latest entry also says "Restated".
- FY2026-H1ReframedAnnual report
「However, the economic outlook remains uncertain, amid concerns including volatility in foreign exchange markets, geopolitical risks such as the situation in the Middle East, declining real wages due to inflation, and changes in monetary policy in Japan and overseas.」
The description of external-environment risks has been revised to cover volatile foreign exchange markets, geopolitical risks such as the situation in the Middle East, declining real wages, and changes in monetary policy in Japan and overseas. - 2026-04-14ReframedEarnings
「However, the economic outlook remains uncertain, amid concerns including volatility in foreign exchange markets, geopolitical risks such as the situation in the Middle East, declining real wages due to inflation, and changes in monetary policy in Japan and overseas.」
The company cited foreign-exchange volatility, geopolitical risks, declining real wages and changes in monetary policy as external-environment risks. - FY2025-H1ReframedAnnual report
「Meanwhile, conditions requiring attention continue, including declining consumer sentiment due to continued inflation, the impact of uncertainty surrounding the trade policies of various countries, and developments in the financial and capital markets.」
The focus of the external-environment risks has shifted from resource and energy prices and monetary tightening to declining consumer sentiment due to inflation, the trade policies of various countries, and developments in the financial and capital markets. - FY2024-Q2RestatedAnnual report
「Meanwhile, various cost increases, including higher prices resulting from surging energy and raw material prices, have continued. In addition, the impact on households and companies of the Bank of Japan's lifting of its negative interest rate policy requires close monitoring for the time being, and the outlook remains uncertain.」
Continues to identify cost increases due to surging energy and raw material prices and the impact of the lifting of the negative interest rate policy as factors contributing to uncertainty. - FY2024-Q1WorsenedAnnual report
「Meanwhile, various cost increases, including higher prices resulting from surging energy and raw material prices, have continued. In addition, the impact on households and companies of the Bank of Japan's lifting of its negative interest rate policy requires close monitoring for the time being, and the outlook remains uncertain.」
In addition to continued cost increases due to surging energy and raw material prices, identifies the impact of the lifting of the negative interest rate policy on households and companies as a new factor requiring close monitoring. - FY2023RestatedAnnual report
「During the fiscal year, Japan's economy showed signs of normalization in social activity, including a recovery in inbound demand and services consumption, as restrictions on activity were eased further following COVID-19's classification as a Category V infectious disease. Meanwhile, the economic outlook remained uncertain, with risks of downward pressure on consumption from higher resource, energy and raw material prices amid continued instability overseas, as well as broad-based increases in prices for goods and services due to the weaker yen, wage increases and other factors.」
Continues to identify higher prices resulting from resource, energy and raw material prices, yen depreciation and wage increases, as well as the risk of downward pressure on consumption, as external sources of uncertainty. - FY2023-Q3ReframedAnnual report
「During the nine-month period ended 31 August 2023 (1 December 2022 to 31 August 2023), Japan's economy showed signs of normalization in social activity, including a recovery in inbound demand and services consumption, as restrictions on activity were eased further following COVID-19's classification as a Category V infectious disease. Meanwhile, the economic outlook remained uncertain, with risks of downward pressure on consumption from higher resource, energy and raw material prices amid continued instability overseas, as well as broad-based increases in prices for goods and services due to the weaker yen, wage increases and other factors.」
The description has expanded from the previous focus on surging resource, energy and raw material prices and monetary tightening to include higher goods and services prices caused by yen depreciation and wage increases, as well as the resulting risk of downward pressure on consumption. - FY2023-Q2RestatedAnnual report
「During the six-month period ended 31 May 2023 (1 December 2022 to 31 May 2023), Japan's economy showed signs of normalization in social activity, including a recovery in inbound demand and services consumption, as restrictions on activity to prevent the spread of COVID-19 were eased. Meanwhile, the economic outlook remained uncertain due to surging resource, energy and raw material prices resulting from the situation in Ukraine, as well as global monetary tightening aimed at curbing high inflation.」
Continues to cite surging resource, energy and raw material prices and global monetary tightening as factors contributing to uncertainty. - FY2023-Q1First statedAnnual report
「Meanwhile, the outlook remains uncertain due to surging resource, energy and raw material prices resulting from the situation in Ukraine, as well as global monetary tightening aimed at curbing high inflation.」
Identifies surging resource, energy and raw material prices and global monetary tightening as external factors.