Policy Uncertainty Under the New US Administration
First written in FY2017-Q3. 6 of 15 entries say "Restated". Latest entry: 2026-08-07.
The whole theme swung hardest in 2022: 106 of 135 companies on the "Worse" side.
- 2026-08-07WorsenedEarnings
「In the automotive sector, the restructuring by manufacturers of their production and sales systems, centred on North America, gained full momentum as additional tariff measures in the United States and the easing of environmental regulations became effective and the review of that easing progressed.」
The implementation of additional US tariff measures and the review of environmental-regulation easing have materialised as restructuring of automotive manufacturers’ production and sales systems. - FY2026WorsenedAnnual report
「In the automotive sector, the implementation of additional U.S. tariffs and the emergence of policies to ease environmental regulations forced automakers to restructure their production and sales systems, mainly in North America. In particular, the slowdown in the global shift to EVs and the concentration of demand on hybrid vehicles became increasingly evident, accelerating the flexible reconfiguration of production lines throughout the supply chain.」
Uncertainty surrounding U.S. policies has taken concrete form in additional tariffs and environmental regulatory policies and is identified as a factor driving the restructuring of the automotive industry, including the slowdown in the shift to EVs and the concentration of demand on hybrid vehicles. - 2026-05-14WorsenedRevision of earnings forecasts
「In the automotive sector, the implementation of additional tariffs by the United States and the clarification of its policy of easing environmental regulations forced manufacturers to rebuild their production and sales systems, primarily in North America.」
Additional US tariffs and environmental-regulation policies are described as factors driving the restructuring of automotive manufacturers’ production and sales systems. - FY2026-H1WorsenedAnnual report
「In the automotive sector, the full-scale review of environmental regulations, in addition to the effects of U.S. tariffs, and the concurrent review of automakers' EV strategies resulted in an uncertain business environment.」
Uncertainty surrounding U.S. policies has taken concrete form in the effects of U.S. tariffs and is identified, together with the review of environmental regulations and automakers' EV strategies, as a factor contributing to uncertainty in the automotive sector. - FY2020RestatedAnnual report
「During the consolidated fiscal year, Japan's economy remained on a moderate recovery trend, with improvements in the employment and income environment continuing through the third quarter, amid instability in overseas political developments, including US-China trade friction, the slowdown in the Chinese economy, and the UK's Brexit issue.」
Uncertainty surrounding U.S. policies has taken concrete form as U.S.-China trade tensions, and the existing concerns in the external environment continue to be cited. - FY2020-Q3MaterialisedAnnual report
「Automotive parts and industrial machinery parts performed poorly due to the effects of U.S.-China trade tensions and the sluggish Chinese market.」
Concerns over uncertainty surrounding U.S. policies emerged as U.S.-China trade tensions and, together with the sluggish Chinese market, affected the performance of the cold forging business. - FY2020-Q2MaterialisedAnnual report
「The situation remains one in which attention must be paid to downside risks to the economy against a backdrop of U.S.-China trade tensions and the slowdown in China's economy.」
Existing concerns over U.S. policies took concrete form as U.S.-China trade tensions and, together with the slowdown in China's economy, affected the performance of the cold forging business. - FY2020-Q1MaterialisedAnnual report
「Automotive parts and industrial machinery parts remained sluggish because US-China trade friction and the downturn in the Chinese market significantly affected production cuts in products supplied to customers in China.」
The concern over uncertainty surrounding U.S. policies took concrete form as U.S.-China trade tensions, which are described as having affected business performance through production cuts for products destined for China. - FY2019-Q3RestatedAnnual report
「During the nine-month consolidated cumulative period, Japan's economy remained on a moderate recovery trend, with continued improvements in corporate earnings and the employment environment and increased capital investment, but conditions required attention to downside risks to the economy, including concerns over US trade policy and the slowdown in emerging-market economies such as China.」
The uncertainty surrounding U.S. policies continues to be described specifically as concern over trade policy. - FY2019-Q2RestatedAnnual report
「The situation remains one in which attention must be paid to downside risks to the economy, including concerns over U.S. trade policy and the slowdown in emerging economies such as China.」
The uncertainty surrounding U.S. policies continues to be described specifically as concern over trade policy. - FY2019-Q1ReframedAnnual report
「The situation remains one in which attention must be paid to downside risks to the economy, including concerns over U.S. trade policy and the slowdown in emerging economies such as China.」
The uncertainty surrounding U.S. policies is described more specifically this time as concern over trade policy. - FY2018RestatedAnnual report
「Amid numerous concerns overseas, including U.S. policy developments and the situation in East Asia」
Uncertainty surrounding overseas policies and geopolitical conditions, including U.S. policy developments, continues to be cited as a concern in the economic environment. - FY2018-Q1RestatedAnnual report
「During the current first quarter of the fiscal year, Japan's economy continued on a gradual recovery path, with corporate earnings, employment conditions, and capital investment improving. Overseas economies, however, remained uncertain due to the slowdown in emerging economies such as China and growing concern over political risks in the United States and Europe.」
Concern over political risks in the United States and Europe continues to be cited as a factor contributing to uncertainty in the outlook for overseas economies. - FY2017RestatedAnnual report
「The overseas economy remained in an uncertain outlook against a backdrop of slowing emerging-market economies, including China, developments concerning the UK's departure from the EU, and uncertainty surrounding the policies of the new US administration.」
The uncertainty surrounding policies under the new U.S. administration has been reiterated as a factor contributing to uncertainty in the outlook for overseas economies. - FY2017-Q3First statedAnnual report
「Economic conditions remained uncertain, due to the slowdown in emerging economies such as China and uncertainty surrounding policies under the new U.S. administration.」
The uncertainty surrounding policies under the new U.S. administration has been disclosed as a factor contributing to uncertainty in the economic environment.