Geopolitical Tensions, Surging Resource and Material Prices, Yen Depreciation, and Uncertainty Over the Economic Outlook
First written in FY2024-Q3. 4 of 8 entries say "Restated". Latest entry: 2026-10-15.
Waseda Gakushukenkyukai 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.
37 other companies' latest entry also says "Worsened".
- 2026-10-15WorsenedEarnings
「一方で、中東情勢をはじめとする地政学的リスクの拡大や相次ぐ自然災害によるサプライチェーンへの影響により、依然として先行き不透明な状況が続いております。」
地政学的リスクの拡大に加え、自然災害によるサプライチェーンへの影響を記載している。 - FY2026RestatedAnnual report
「Meanwhile, the outlook remains uncertain due to escalating tensions in the Middle East, volatility in global financial and capital markets, and continued inflation. Although personal consumption has shown signs of recovery, consumer sentiment remains weak and consumers continue to take a cautious approach to purchasing.」
The company continues to identify international conditions, financial-market volatility, inflation and weak consumer sentiment as risks related to the economy and consumption. - 2026-05-15WorsenedEarnings
「Meanwhile, in addition to the impact of prolonged inflation and changing interest-rate trends on household finances, circumstances remain such that developments concerning the situation in the Middle East and U.S. trade policy also require close attention.」
The disclosure identifies inflation, interest-rate trends, the situation in the Middle East and developments concerning U.S. trade policy as external conditions requiring close attention. - FY2027-H1WorsenedAnnual report
「Meanwhile, the economic outlook remains uncertain due to sluggish personal consumption resulting from prolonged inflation and worsening labor shortages.」
In addition to the previous concerns over prices and resource prices, the company identifies sluggish personal consumption and worsening labor shortages as economic risks. - FY2025RestatedAnnual report
「Meanwhile, the economic outlook remains uncertain due to developments under the new U.S. administration, unstable international conditions, and soaring energy prices and raw material costs.」
The company continues to indicate unstable international conditions, soaring energy prices and raw material costs, and uncertainty over the economic outlook. - FY2025-H1RestatedAnnual report
「Meanwhile, the economic outlook remains uncertain due to unstable international conditions and changes in consumer sentiment resulting from soaring resource prices and higher prices generally.」
The company continues to identify international conditions, higher resource prices and inflation, changes in consumer sentiment, and uncertainty over the economic outlook as risks. - FY2024RestatedAnnual report
「Meanwhile, concerns continue over persistent global inflation caused by soaring raw material and resource prices amid unstable international conditions, as well as a slowdown in the global economy resulting from higher interest rates. The economic outlook therefore remains uncertain.」
The company continues to indicate concerns over international conditions, resource prices, inflation, higher interest rates and an economic slowdown. - FY2024-Q3First statedAnnual report
「Meanwhile, against a backdrop of prolonged instability, including the continuing situation in Ukraine and escalating tensions in the Middle East, resource and material prices remain high and the yen continues to weaken. The economic outlook therefore remains uncertain.」
Soaring prices and yen depreciation are described as continuing developments.