Upward Price Pressure Resulting from the Russian-Ukrainian Situation
First written in FY2022-Q3. 3 of 7 entries say "Reframed", first in FY2023-Q3. Latest entry: FY2026.
Aimechatec moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).
The whole theme swung hardest in 2025: 45 of 80 companies on the "Worse" side.
9 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「During the consolidated fiscal year, the global economy maintained generally positive growth, led by the United States, where personal consumption remained resilient against the backdrop of the wealth effect. However, uncertainty about the outlook could not be dispelled due to heightened geopolitical risks in Europe and the Middle East.」
The description shifted from listing the situations in Ukraine, the Middle East, and elsewhere to an overview of uncertainty about the global economic outlook, including geopolitical risks in Europe and the Middle East. - FY2025WorsenedAnnual report
「Uncertainty about the outlook intensified due to trends in US foreign and trade policy, the continued stagnation of China's property market, and heightened geopolitical risks resulting from the protracted conflicts in Ukraine and the Middle East.」
In addition to the existing geopolitical risks, trends in US foreign and trade policy and stagnation in China's property market were cited, with the disclosure stating that uncertainty about the outlook had intensified. - FY2024RestatedAnnual report
「During the consolidated fiscal year, the global economy maintained generally positive growth, led by the United States, where personal consumption remained solid due to the wealth effect. However, uncertainty about the outlook continued amid sluggish domestic demand resulting from the downturn in China's property market and heightened geopolitical risks associated with the situations in Ukraine and the Middle East.」
Uncertainty about the outlook continued amid sluggish domestic demand in China and geopolitical risks including the situations in Ukraine and the Middle East. - FY2023ReframedAnnual report
「During the consolidated fiscal year, concerns about the economic outlook increased as resource supply constraints associated with heightened geopolitical risks, persistently high inflation following the transition away from zero-COVID policies in various countries, and continued monetary tightening by central banks weighed on the global economy.」
The description shifted from the specific factor of the Russia-Ukraine situation to a broader global economic environment encompassing geopolitical risks, resource supply constraints, inflation, and monetary tightening. - FY2023-Q3ReframedAnnual report
「Persistently high inflation and continued monetary tightening by central banks in various countries caused financial instability in Europe and the United States, heightening concerns about an economic recession.」
The description shifted from the specific factor of inflationary pressure caused by the situation in Russia and Ukraine to a broader macroeconomic environment of persistently high inflation, monetary tightening, financial instability in Europe and the United States, and recession concerns. - FY2023-Q1WorsenedAnnual report
「During the cumulative first-quarter consolidated period, the global economy slowed sharply, owing to accelerating inflation driven by concerns over energy and food supplies resulting from the protracted Russian invasion of Ukraine and increased demand as economic activity resumed after the COVID-19 pandemic, as well as monetary tightening by central banks worldwide.」
Prolonged supply concerns associated with the situation in Russia and Ukraine materialized as a sharp slowdown in growth through accelerating inflation and monetary tightening. - FY2022-Q3First statedAnnual report
「Although inflationary pressures have intensified recently due to the situation in Russia and Ukraine, the economy generally continued on a recovery trend.」
The intensifying inflationary pressure associated with the situation in Russia and Ukraine was recorded for the first time as part of the global economic environment.