Uncertainty in the business environment due to global shortages of materials
First written in FY2022-Q3. 4 of 8 entries say "Restated". Latest entry: FY2025-H1.
Hoden Seimitsu Kako Kenkyusho moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
51 other companies' latest entry also says "Restated".
- FY2025-H1RestatedAnnual report
「Although air-passenger demand, which had been sluggish during the COVID-19 pandemic, recovered, the aerospace business remained in an adjustment phase due to the impact of efforts to rebuild the industry's supply chain, including labor shortages.」
The disclosure states that while demand was recovering in the aerospace sector, the impact of efforts to rebuild the supply chain remained, and uncertainty in the business environment relating to materials and the supply network continued. - FY2024-Q1RestatedAnnual report
「In the transportation and logistics sector, overall production volume declined due to inventory adjustments in the automotive industry caused by the semiconductor shortage.」
The decline in production resulting from the semiconductor shortage and inventory adjustments in the automotive industry continues to be disclosed as a business environment risk related to the global shortage of materials. - FY2023WorsenedAnnual report
「The global situation surrounding the Japanese economy remained unpredictable, with concerns over the prolonged geopolitical risks that emerged following Russia's invasion of Ukraine, soaring raw material and resource prices, supply chain disruptions and accelerating global inflation, and the outlook for the economy remained uncertain.」
In addition to the previous semiconductor shortage and soaring raw material and energy prices, supply chain disruptions and accelerating global inflation were identified as specific business environment risks. - FY2023-Q3RestatedAnnual report
「Although signs of recovery toward normalisation were seen following the spread of the novel coronavirus disease (hereinafter, COVID-19), the outlook remains uncertain due to the prolonged semiconductor shortage and soaring global raw material and energy prices resulting from Russia's invasion of Ukraine.」
The prolonged semiconductor shortage and soaring raw material and energy prices resulting from the invasion of Ukraine continue to be disclosed as business environment risks related to the global shortage of materials. - FY2023-Q2RestatedAnnual report
「During the second-quarter cumulative period (1 March 2022 to 31 August 2022), the global economy was moving toward normalization as priority preventive measures related to COVID-19 were lifted. However, the outlook remained uncertain due to the prolonged semiconductor shortage and the impact of soaring global raw material and energy prices resulting from Russia's invasion of Ukraine.」
The prolonged semiconductor shortage and soaring raw material and energy prices resulting from the invasion of Ukraine continue to be disclosed as business environment risks related to the global shortage of materials. - FY2023-Q1WorsenedAnnual report
「The outlook remains uncertain due to the prolonged semiconductor shortage and soaring global raw material and energy prices resulting from Russia's invasion of Ukraine.」
In addition to the previous global shortage of materials and the situation in Ukraine, the prolonged semiconductor shortage and soaring raw material and energy prices were identified as specific business environment risks. - FY2022WorsenedAnnual report
「During the current consolidated fiscal year, the global economy experienced significant negative growth due to the spread of the novel coronavirus disease (hereinafter, COVID-19). Although signs of recovery emerged, particularly in Europe and the United States, as vaccination rates increased, concerns remained over the spread of infection caused by new variants, while the outlook also remained uncertain due to factors including the Russian Federation's military invasion of Ukraine.」
In addition to the global shortage of materials, Russia's military invasion of Ukraine became an additional source of uncertainty in the business environment, increasing uncertainty over the outlook. - FY2022-Q3First statedAnnual report
「The outlook remains uncertain due to the threat of new variants and the impact of global component shortages, among other factors.」
Global component shortages were first explicitly identified as an economic and operating-environment uncertainty alongside COVID-19 and new variants.