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Oki Electric Industry (6703) · RiskDecline in overseas sales ratio

Recession and Demand Contraction in Major Markets and Changes in Import and Export Policies

First written in FY2016. 19 of 29 entries say "Restated". Latest entry: FY2026.

29entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q2 – FY2022-Q3OtherFY2024 – FY20262016: 320162017: 320172018: 320182019: 320192020: 220202021: 420212022: 320222023: 320232024: 320242025: 120252026: 12026
Same theme, other companies
Demand volatility due to uncertainty in overseas economies and financial marketsA theme 397 companies write about · 408 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 124 of 167 companies on the "Worse" side.

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 408 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026Decline in overseas sales ratioAnnual report

    「The OKI Group's overseas markets include the Americas, Europe and Asia. Sales in these regions amounted to ¥46.9 billion in the fiscal year, representing 11.1% of consolidated net sales.」

    Overseas sales were ¥46.9 billion, or 11.1% of consolidated net sales, and overseas exposure declined from ¥49.7 billion and 11.8% in the previous fiscal year.
  2. FY2026-H1Update to Factors Causing UncertaintyAnnual report

    「Japan's economy continued to recover moderately, supported by the improving employment and income environment and the effects of various government policies. However, uncertainty about the outlook continued due to persistent inflation, developments in US trade policy and volatility in financial and capital markets, among other factors.」

    While acknowledging the economic recovery, the disclosure cited persistent inflation, US trade policy and volatility in financial and capital markets as sources of uncertainty.
  3. FY2025-H1RestatedAnnual report

    「Japan's economy continued to recover moderately, supported by the improving employment and income environment and the effects of various government policies. However, uncertainty about the outlook continued due to inflation caused by soaring resource prices, sharp foreign-exchange fluctuations and stagnation in the Chinese economy, among other factors.」

    While acknowledging the economic recovery, the disclosure reconfirmed uncertainty about the outlook due to soaring resource prices, sharp foreign-exchange fluctuations and stagnation in the Chinese economy. It stated that there were no new business or other risks or significant changes to existing risks.
  4. FY2024Decline in overseas sales ratioAnnual report

    「The OKI Group's overseas markets include the Americas, Europe and Asia. Sales in these regions amounted to ¥49.7 billion in the fiscal year, representing 11.8% of consolidated net sales.」

    Overseas sales were quantified at ¥49.7 billion, or 11.8% of consolidated net sales. The overseas exposure ratio declined from ¥59.8 billion and 15.2% in the previous full-year disclosure.
  5. FY2024-Q3WorsenedAnnual report

    「Economic activity was moving toward normalisation following the easing of restrictions to control COVID-19. However, uncertainty about the outlook continued due to inflation caused by soaring resource prices, monetary tightening aimed at curbing inflation in various countries, stagnation in the Chinese economy, and heightened geopolitical risks related to the situations in Ukraine and the Middle East, among other factors.」

    While acknowledging the normalisation of economic activity, the disclosure added stagnation in the Chinese economy and geopolitical risks related to the situation in the Middle East, among other factors, to the existing risks related to resource prices, inflation, monetary tightening and the situation in Ukraine, thereby expanding the factors contributing to uncertainty about the outlook.
  6. FY2024-Q2RestatedAnnual report

    「Economic activity was moving toward normalisation following the easing of restrictions to control COVID-19. However, uncertainty about the outlook continued due to inflation caused by soaring resource prices, accelerating inflation and monetary tightening mainly in Europe and the US, and geopolitical risks related to the situation in Ukraine, among other factors.」

    While acknowledging the normalisation of economic activity, the disclosure reconfirmed uncertainty about the outlook due to resource prices, inflation, monetary tightening and the situation in Ukraine, among other factors. It stated that there were no new business or other risks or significant changes to existing risks.
  7. FY2024-Q1RestatedAnnual report

    「Economic activity was moving toward normalisation following the easing of restrictions to control COVID-19. However, uncertainty about the outlook continued due to inflation caused by soaring resource prices, accelerating inflation and monetary tightening mainly in Europe and the US, and geopolitical risks related to the situation in Ukraine, among other factors.」

    While acknowledging the normalisation of economic activity, the disclosure reconfirmed uncertainty about the outlook due to resource prices, inflation, monetary tightening and the situation in Ukraine, among other factors. It also stated that there were no new business or other risks or significant changes to existing risks.
  8. FY2023-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was reconfirmed that there were no new business or other risks and no significant changes from the previous fiscal year.
  9. FY2023-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was reconfirmed that there were no new business or other risks and no significant changes from the previous fiscal year.
  10. FY2023-Q1WorsenedAnnual report

    「Uncertainty about the outlook remains due to the continued spread of COVID-19, particularly variant strains, heightened geopolitical risks resulting from the prolonged Russia-Ukraine situation, and the rapid depreciation of the yen, among other factors.」

    In addition to the existing external-environment risks related to economic conditions and policy, the heightened geopolitical risks resulting from the prolonged Russia-Ukraine situation and the rapid depreciation of the yen were cited as sources of uncertainty.
  11. FY2022-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It was reconfirmed that there were no new business or other risks and no significant changes from the previous fiscal year.
  12. FY2022-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It was reconfirmed that there were no new business or other risks and no significant changes from the previous fiscal year.
  13. FY2022-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No new business or other risks were identified, and no significant changes had been made from the previous fiscal year.
  14. FY2021Quantification of overseas salesAnnual report

    「Sales by the OKI Group in overseas markets amounted to ¥59.8 billion in the fiscal year, representing 15.2% of consolidated net sales.」

    The OKI Group's overseas exposure to economic downturns and shrinking demand in key markets was quantified as overseas sales of ¥59.8 billion, or 15.2% of consolidated net sales.
  15. FY2021-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It was reconfirmed that there were no new business or other risks and no significant changes from the previous fiscal year.
  16. FY2021-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No new business or other risks were identified, and no significant changes had been made from the previous fiscal year.
  17. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No new business or other risks were identified, and no significant changes had been made from the previous fiscal year.
  18. FY2020-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No new business or other risks were identified, and no significant changes had been made from the previous fiscal year.
  19. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    No new business or other risks were identified, and no significant changes had been made from the previous fiscal year.
  20. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    No new business or other risks were identified, and no significant changes had been made from the previous fiscal year. Uncertainty in the operating environment due to the US's protectionist trade policies and the UK's EU withdrawal issue continued to be cited.
  21. FY2019-Q2RestatedAnnual report

    「Japan's economy was recovering moderately, supported by improvements in employment and corporate earnings and increased capital investment. However, concerns about the outlook for the global economy were increasing due to uncertainty surrounding the US's protectionist trade policies and the UK's EU withdrawal issue.」

    While the economic recovery was disclosed, concerns about the outlook due to the US's protectionist trade policies and the UK's EU withdrawal issue continued to be cited.
  22. FY2019-Q1WorsenedAnnual report

    「The economies of Europe and Japan were recovering moderately, supported by increases in employment and capital investment, but uncertainty about the outlook for the global economy was increasing due to the impact of the US's protectionist trade policies.」

    While the economic recovery was disclosed, it was stated that uncertainty about the outlook for the global economy had increased due to the US's protectionist trade policies.
  23. FY2018-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, the US and European economies recovered on increased consumption and capital investment, while emerging markets, including China, also showed signs of recovery. Japan's economy also continued to recover moderately, supported by improvements in employment and increased capital investment.」

    The recovery and stabilisation of the global and domestic economies were disclosed. No new business or other risks or significant changes to existing risks were identified.
  24. FY2018-Q1RestatedAnnual report

    「The European economy was recovering moderately, but uncertainty remained due to the UK's EU withdrawal issue. In emerging markets, including China, signs of a recovery were evident, while Japan's economy also continued to recover moderately, supported by improvements in employment and corporate earnings.」

    While acknowledging the economic recovery, the disclosure continued to cite uncertainty surrounding the European economy due to the UK's EU withdrawal issue.
  25. FY2017RestatedAnnual report

    「During the fiscal year, the global economy continued to recover. In the US, despite concerns about uncertainty over the policies of the new administration, personal consumption and employment increased, while Europe's unemployment rate also continued to trend downward.」

    While acknowledging the economic recovery, the disclosure continued to cite uncertainty in the external environment, including uncertainty over the policies of the new US administration.
  26. FY2017-Q3WorsenedAnnual report

    「At the same time, uncertainty over the policies of the new US administration and the impact of the UK's EU withdrawal issue were increasing, raising concerns about their effect on Japan's recovering economy.」

    In addition to the existing issue of the UK's departure from the EU, the uncertainty surrounding the policies of the new US administration was cited, with uncertainty described as increasing.
  27. FY2017-Q2RestatedAnnual report

    「During the first six months of the fiscal year, the global economy was generally recovering in the US and Europe, although the decision for the UK to leave the EU created uncertainty for the European economy. In emerging markets, including China, economic growth was slowing moderately. Although Japan's economy continued to recover, concerns remained about a downturn caused by the impact of the global economy.」

    The UK's departure from the EU, China's economic slowdown and concerns about a downturn in Japan's economy due to the global economy continued to be cited.
  28. FY2017-Q1WorsenedAnnual report

    「During the cumulative first quarter of the consolidated fiscal year, the global economy remained on a recovery trend in the United States, supported by increases in personal consumption and employment, but its outlook became uncertain due to the economic slowdown in emerging markets, including China, and growing instability in the European economy following the decision for the United Kingdom to leave the EU. In Japan, the economy was also gradually recovering as employment conditions and corporate earnings improved, but downside risks stemming from the global economy, including a rapid appreciation of the yen and declining share prices, remained a concern.」

    In addition to the previously identified slowdown in emerging-market economies and foreign-exchange volatility, the decision for the UK to leave the EU, the sharp appreciation of the yen and falling share prices were cited as specific sources of uncertainty.
  29. FY2016First statedAnnual report

    「A recession and the resulting decline in demand in the OKI Group’s major markets, including Japan, North America, Europe, Asia, and South America, as well as changes in import and export policies for foreign products, could adversely affect the OKI Group’s business results and financial condition.」

    Regional economic conditions and policy changes were identified as external risks.
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"Country Risk and Foreign Exchange Fluctuations in Overseas Business" moved the same way as this thread, in the same document, in 4 of its 29 moves.

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Recession and Demand Contraction in Major Markets and Changes in Import and Export Policies | Oki Electric Industry Company,Limited (6703) | Komori