Concerns over weaker-than-expected growth and inflation stemming from Russia’s invasion of Ukraine
First written in FY2022-Q2. 4 of 9 entries say "Restated". Latest entry: FY2025-H1.
Hi-Lex 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 2020: 25 of 36 companies on the "Worse" side.
52 other companies' latest entry also says "Restated".
- FY2025-H1RestatedAnnual report
「Furthermore, conditions remain unstable in each region, including as a result of the protracted conflict in Ukraine and military conflict in Palestine, among other factors, and uncertainty surrounding the global economy is increasing.」
Economic uncertainty resulting from the protracted conflict in Ukraine and military conflict in Palestine continues to be identified. - FY2024-Q2RestatedAnnual report
「In each region, uncertainty remains owing to the impact of the economic downturn in Europe resulting from stagnation in domestic and external demand, concerns about a downturn in China resulting from deterioration in the real estate market and excessive debt, the impact of these factors on Asian economies, and the economic impact of Russia’s invasion of Ukraine and the military conflict in Palestine, among other factors,」
The economic impact of the invasion of Ukraine and the military conflict in Palestine continues to be identified as a geopolitical source of uncertainty. - FY2024-Q1WorsenedAnnual report
「The situation remains uncertain, owing to the economic impact of Russia’s invasion of Ukraine and the military conflict in Palestine, among other factors, and uncertainty in the global economy is increasing.」
The economic impact of the military conflict in Palestine has been newly identified in addition to the previous impact of the invasion of Ukraine, broadening the scope of the disclosures on geopolitical risks. - FY2023-Q3RestatedAnnual report
「The situation remains uncertain, including as a result of Russia’s invasion of Ukraine,」
Russia’s invasion of Ukraine continues to be identified as a source of uncertainty for the global economy. - FY2023-Q2RestatedAnnual report
「The global economy in each region remains unpredictable, owing to downside risks to economic activity resulting from global inflation and the accompanying interest-rate increases in various countries, as well as stagnation in logistics and the movement of funds caused by the invasion of Ukraine.」
Stagnation in logistics and the movement of funds caused by the invasion of Ukraine, along with downside risks to economic activity from inflation and interest-rate increases, continue to be identified. - FY2023-Q1WorsenedAnnual report
「The global economy in each region remains unpredictable, owing to downside risks to economic activity resulting from global inflation and the accompanying interest-rate increases in various countries, as well as stagnation in logistics and the movement of funds caused by the invasion of Ukraine.」
The impact of the invasion of Ukraine has emerged in the form of stagnation in logistics and the movement of funds, in addition to the previously identified concerns about downside risks to growth and inflation. The impact on the Russian business in Europe is also continuing. - FY2022MaterialisedAnnual report
「In Europe, although sales were affected by customer production cuts resulting from semiconductor shortages and production stagnation in the Russian business resulting from the conflict in Ukraine, sales at subsidiaries in Hungary, Italy and Germany remained firm. Net sales were ¥19,646 million, an increase of ¥2,831 million, or 16.8%, from the same period of the previous year.」
Production stagnation in the Russian business due to the conflict in Ukraine had an actual impact on results in Europe, and an impairment loss of ¥603 million was also recognized at the Russian subsidiary. - FY2022-Q3WorsenedAnnual report
「Economic activity in Europe is recovering as measures to address the infection have progressed. However, in the automotive industry, in addition to semiconductor shortages, concerns about component supplies arising from the conflict in Ukraine and supply chain disruptions have raised concerns about their impact on future production activity.」
In addition to downside risks to growth and inflation concerns arising from the invasion of Ukraine, uncertainty over component supplies and supply chain disruptions in Europe’s automotive industry have emerged as factors that may affect future production activity. - FY2022-Q2First statedAnnual report
「In addition, Russia’s invasion of Ukraine has heightened concerns about downside risks to future growth and inflation.」
Russia’s invasion of Ukraine is identified for the first time as a new risk heightening downside risks to global economic growth and inflation concerns.