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Japan Electronic Materials (6855) · RiskRestated

Risk of Earnings Fluctuations Due to Raw Material Price Trends

First written in FY2022-Q3. 3 of 6 entries say "Restated". Latest entry: FY2026-H1.

6entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022 – FY2023-Q2RestatedFY2023-Q3 – FY2026-H12022: 320222023: 120232024: 120242025: 12025
Same theme, other companies
Uncertainty in the business environment caused by soaring oil and raw material pricesA theme 32 companies write about · 32 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 16 of 28 companies on the "Worse" side.

20 other companies' latest entry also says "Restated".

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 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「However, the outlook remained uncertain due to the impact of U.S. trade policy, particularly on the automotive industry, inflation, the continuing impact of high interest rates in Europe and the United States, concerns about the outlook for the Chinese economy, and other factors.」

    The company continued to identify inflation, high interest rates, concerns about the outlook for the Chinese economy and other sources of uncertainty in the pricing, financial and macroeconomic environment.
  2. FY2024-Q3RestatedAnnual report

    「However, economic growth rates, particularly in developed economies, continued to stagnate, and the outlook remained uncertain due to the impact of global monetary tightening, concerns about the outlook for the Chinese economy, rising prices and heightened tensions in the Middle East, among other factors.」

    Uncertainty in the economic environment, including inflation, continued. Although raw material prices were not mentioned directly, uncertainty in the external environment, including factors driving price increases, remained. quantified: false; materialized: true.
  3. FY2023-Q3RestatedAnnual report

    「Overseas economies also experienced a broad-based slowdown in growth due to the renewed spread of infections in China and the impact of global price increases, among other factors.」

    Global inflation continued to be identified as a factor slowing growth in overseas economies, and the risk of price increases, including raw material prices, continued.
  4. FY2023-Q2MaterialisedAnnual report

    「The economic outlook remained uncertain due to rising energy and raw material prices resulting from the rapid depreciation of the yen and other factors.」

    Higher energy and raw material prices resulting from the rapid depreciation of the yen were described as factors that had actually arisen in the economic environment during the period.
  5. FY2022MaterialisedAnnual report

    「Amid uncertainty related to the situation in Ukraine and other factors, higher energy and raw material prices, volatility in the financial and capital markets, and supply constraints caused by semiconductor shortages and other factors」

    Higher raw material prices and supply constraints were described as factors that had actually arisen in the economic environment during the period.
  6. FY2022-Q3First statedAnnual report

    「The business environment remained one in which attention was required regarding the impact of COVID-19, supply constraints involving semiconductors and other items, and trends in raw material prices.」

    Raw material price trends were identified separately for the first time as a factor requiring attention going forward, alongside the pandemic and supply constraints involving semiconductors and other items. The company did not state that fluctuations in raw material prices had actually affected earnings.
Moved together

"Risk of business performance fluctuations due to weak semiconductor demand" moved the same way as this thread, in the same document, in 2 of its 6 moves.

22★12
  1. ★This thread
  2. 1Risk of business performance fluctuations due to weak semiconductor demand2×
  3. 2Uncertainty in the Global Economy Caused by China's Economic Slowdown and the UK's Withdrawal from the EU2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Japan Electronic Materials yet.
News
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