Komori
Tokai Rika (6995) · RiskFirst stated

Procurement and Production Risks Arising from International Developments, Including U.S. Tariffs and Critical Minerals

First written in FY2026. . Latest entry: FY2026.

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Cost, Demand and Supply Chain Impact of 2025 Tariffs on Exports to the United States and Retaliatory TariffsA theme 24 companies write about · 24 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 13 of 21 companies on the "Worse" side.

0 other companies' latest entry also says "First stated".

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Showing 14 of the 24 companies compared. The sentences above are computed from all 24.
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  1. FY2026First statedAnnual report

    「International competition is expected to continue, particularly in strategic areas such as semiconductors and critical minerals, and may affect corporate activities through changes in the procurement environment, costs, and policy trends. …Events that directly affect the production trends of automakers, such as US tariff policies, also have a significant impact on the Group.」

    The company has explicitly identified as new risks international competition over critical minerals and semiconductors, fluctuations in procurement costs and policy trends, and production fluctuations at automakers resulting from US tariff policies.
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