Komori
Ushio (6925) · RiskWorsened

Regulatory, personnel, infrastructure, and social disruption risks associated with overseas expansion

First written in FY2016. 10 of 14 entries say "Restated". Latest entry: FY2026.

14entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q2MitigatedFY20212016: 320162017: 420172018: 120182019: 320192020: 120202021: 120212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Overseas Site Personnel, Infrastructure and Social Unrest RiskA theme 72 companies write about · 72 as a headwind · 0 as a tailwind

Ushio moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2022: 21 of 45 companies on the "Worse" side.

21 other companies' latest entry also says "Worsened".

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 72 companies compared. The sentences above are computed from all 72.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Uncertainty may persist due to geopolitical risks arising from the unstable situation in the Middle East and Japan-China relations, the resulting impact on supply chains, and surging energy and material prices, so it will remain necessary to closely monitor developments.」

    The risks associated with overseas expansion have been identified as uncertainty surrounding the situation in the Middle East, Japan-China relations, supply chains, and energy and material prices.
  2. FY2021MitigatedAnnual report

    「In response to the novel coronavirus, which had a significant impact on the fiscal year under review, the Group launched a cross-group response project to monitor conditions surrounding the Group, discuss countermeasures and take action.」

    Measures were implemented through a Group-wide response project to address risks, including epidemics, associated with the global business structure in which approximately 70% of sales are generated overseas.
  3. FY2020MaterialisedAnnual report

    「Approximately 80% of the Group's sales are generated overseas, and it conducts production and sales activities in North America, Europe, Asia and elsewhere. Accordingly, changes in laws and regulations, economic trends, natural disasters or severe weather, terrorist attacks, regional conflicts, wars, the emergence and spread of epidemics, instability in securing human resources, inadequate infrastructure and other factors in Japan and elsewhere around the world could have a material impact on the performance and financial condition of the Group.」

    The risk of epidemics and other factors previously identified among the risks associated with the Group's global business structure, in which approximately 80% of sales are generated overseas, materialized as the spread of COVID-19.
  4. FY2020-Q2RestatedAnnual report

    「During the six-month period ended [current second quarter], there were no new business risks and no material changes to the business risks described in the prior fiscal year's annual securities report.」

    No material changes were identified regarding the risks related to regulations, human resources, infrastructure and social disruption associated with overseas expansion.
  5. FY2020-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」

    No material changes were identified regarding the risks related to regulations, human resources, infrastructure and social disruption associated with overseas expansion.
  6. FY2019RestatedAnnual report

    「Overseas expansion entails risks including changes to laws and regulations in each country, instability in securing human resources, inadequate infrastructure and social disruption, any of which could affect the performance and financial condition of the Group.」

    The risks related to regulations, human resources, infrastructure and social disruption associated with overseas expansion have been restated.
  7. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended the third quarter, there were no new business or other risks, nor any significant changes to the business or other risks described in the securities report for the previous fiscal year.」

    No material changes were identified regarding the risks related to regulations, human resources, infrastructure and social disruption associated with overseas expansion.
  8. FY2018-Q2RestatedAnnual report

    「During the six-month period ended the second quarter, there were no new business or other risks, nor any significant changes to the business or other risks described in the securities report for the previous fiscal year.」

    No material changes were identified regarding the risks related to regulations, human resources, infrastructure and social disruption associated with overseas expansion.
  9. FY2018-Q1RestatedAnnual report

    「During the first 3 months of the current fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No material changes were identified regarding the risks related to regulations, human resources, infrastructure and social disruption associated with overseas expansion.
  10. FY2017RestatedAnnual report

    「Overseas expansion entails risks including changes to laws and regulations in each country, instability in securing human resources, inadequate infrastructure and social disruption, any of which could affect the performance and financial condition of the Group.」

    The risks related to regulations, human resources, infrastructure and social disruption associated with overseas operations have been restated.
  11. FY2017-Q3RestatedAnnual report

    「During the nine-month period ended the third quarter, there were no new business or other risks, nor any significant changes to the business or other risks described in the securities report for the previous fiscal year.」

    No material changes were identified regarding the risks related to regulations, human resources, infrastructure and social disruption associated with overseas expansion.
  12. FY2017-Q2RestatedAnnual report

    「During the six-month period ended the second quarter, there were no new business or other risks, nor any significant changes to the business or other risks described in the securities report for the previous fiscal year.」

    No material changes in the risk disclosure were identified regarding the risks related to regulations, human resources, infrastructure and social disruption associated with overseas expansion.
  13. FY2017-Q1RestatedAnnual report

    「During the first 3 months of the current fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No material changes in the risk disclosure were identified regarding the risks related to regulations, human resources, infrastructure and social disruption associated with overseas expansion.
  14. FY2016First statedAnnual report

    「Overseas expansion entails risks including changes to laws and regulations in each country, instability in securing human resources, inadequate infrastructure and social disruption, any of which could affect the performance and financial condition of the Group.」

    The disclosure lists multiple overseas risks associated with production and sales activities in North America, Europe and Asia.
Moved together

"Risk of shortages and price increases for rare metals and specialty gases" moved the same way as this thread, in the same document, in 2 of its 14 moves.

22★12
  1. ★This thread
  2. 1Risk of shortages and price increases for rare metals and specialty gases2×
  3. 2Promotion of the EUV inspection light source business2×

★ 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
Ushio's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.