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Hks (7219) · RiskWorsened

Political, military and social tensions associated with Russia’s invasion of Ukraine

First written in FY2022-Q2. 5 of 11 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2026-H1.

11entries
5years
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022-Q3 – FY2023RestatedFY2024-Q1 – FY2024-Q3WorsenedFY2024 – FY2026-H12022: 320222023: 420232024: 320242025: 020252026: 12026
Same theme, other companies
Geopolitical risks stemming from US-China tensions, the war in Ukraine and the situation in the Middle EastA theme 100 companies write about · 102 as a headwind · 0 as a tailwind

Hks 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: 46 of 79 companies on the "Worse" side.

37 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 100 companies compared. The sentences above are computed from all 100.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1WorsenedAnnual report

    「Geopolitical risks are also rising as the Russia-Ukraine war becomes prolonged, tensions surrounding Taiwan intensify, and war breaks out between the United States and Israel and Iran in the Middle East, creating risks of volatility in the crude oil market and concerns about energy supplies.」

    In addition to the prolonged Russia-Ukraine war and heightened tensions surrounding Taiwan, the outbreak of war involving the United States and Israel and Iran was identified, expanding geopolitical risks accompanied by crude oil market volatility and concerns about energy supplies.
  2. FY2024WorsenedAnnual report

    「Geopolitical risks are also rising, including the heightened tensions in relations between China and Taiwan in and around the Taiwan Strait, in addition to the situations in Russia and Ukraine and the Middle East,」

    In addition to the Russia-Ukraine situation, the situation in the Middle East and tensions around the Taiwan Strait were added as geopolitical risks.
  3. FY2024-Q3RestatedAnnual report

    「Attention must be paid to risks including overseas economic and price conditions, resource price trends, corporate wage- and price-setting behavior, and developments in Ukraine and the Middle East.」

    Overseas economic and price conditions, resource prices, corporate wage- and price-setting behavior, and the situations in Ukraine and the Middle East continued to be identified as risks to the economic environment.
  4. FY2024-Q1RestatedAnnual report

    「During the first quarter 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 or other risks described in the annual securities report for the previous fiscal year.」

    It was determined that there were no material changes to the previously identified risks, including geopolitical risks related to the Russia-Ukraine situation.
  5. FY2023WorsenedAnnual report

    「Geopolitical risks are rising, with the Russia-Ukraine situation showing no end in sight and Israel and Hamas entering a state of war. There are many factors that may affect revenue and profit in the next fiscal year, including resulting increases in resource and energy prices, higher prices caused by yen depreciation, and concerns about semiconductor shortages.」

    In addition to the existing Russia-Ukraine situation, the state of war between Israel and Hamas was identified, broadening concerns about geopolitical risks, resource and energy prices, yen depreciation and semiconductor shortages.
  6. FY2023-Q3MaterialisedAnnual report

    「Although concerns about energy supplies in the European economy have eased, the recovery has stalled as the impact of the situation in Ukraine continues.」

    The continuing impact of the situation in Ukraine continued to be identified as a factor behind the stalled recovery of the European economy.
  7. FY2023-Q2MaterialisedAnnual report

    「Although the European economy has been recovering moderately, signs of a slowdown have emerged as the impact of the situation in Ukraine continues,」

    The continuing impact of the situation in Ukraine continued to be identified as a factor slowing the European economy.
  8. FY2023-Q1MaterialisedAnnual report

    「Although the European economy has been recovering moderately alongside the reopening of economic activity, signs of a slowdown have emerged as the impact of the situation in Ukraine continues.」

    The continuing impact of the situation in Ukraine was identified as a factor slowing the European economy.
  9. FY2022MaterialisedAnnual report

    「The outlook remains uncertain due to the global surge in resource and crude oil prices against the backdrop of the prolonged Russian invasion of Ukraine, the impact of accelerating inflation, particularly in developed countries, on economic and price conditions, and rapid yen depreciation resulting from, among other factors, the widening interest-rate differential between Japan and the United States, in addition to trends in infectious diseases in Japan and overseas.」

    Surging resource and crude oil prices against the backdrop of the prolonged invasion of Ukraine, inflation and rapid yen depreciation were actually identified as downward factors affecting the economic environment.
  10. FY2022-Q3MaterialisedAnnual report

    「During the cumulative third quarter of the consolidated fiscal year under review, Japan's economy faced downward pressure from higher resource prices resulting from Russia's invasion of Ukraine and increased demand driven by the global reopening of economic activity,」

    Higher resource prices associated with Russia's invasion of Ukraine were actually identified as downward pressure on the domestic economy.
  11. FY2022-Q2First statedAnnual report

    「Close attention must be paid to heightened political, military and social tensions following Russia's invasion of Ukraine.」

    Political, military and social tensions following Russia's invasion of Ukraine were identified for the first time as a new factor requiring attention in the business environment.
Moved together

"Impact of a Downturn in Overseas Economies and Further Yen Appreciation" moved the same way as this thread, in the same document, in 6 of its 11 moves.

665433★123456
  1. ★This thread
  2. 1Impact of a Downturn in Overseas Economies and Further Yen Appreciation6×
  3. 2Rising Prices of Major Materials, Such as Steel Products6×
  4. 3Global Component Sourcing Difficulties, Container Shortages and Soaring Freight Costs5×
  5. 4Dependence on Changes at Automakers and Major Retailers4×
  6. 5Establishing a Trusted HKS Brand and Quality Assurance System3×
  7. 6Negative Trend in Personal Consumption and an Uncertain Outlook3×

★ 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
Hks's next results are scheduled for 2026-10-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Political, military and social tensions associated with Russia’s invasion of Ukraine | HKS CO.,LTD. (7219) | Komori