Medipal Holdings (7459) · RiskRestated
Risk of recession stemming from changes in countries’ trade policies
First written in FY2025. 1 of 2 entries say "Restated". Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Business uncertainty arising from protectionist trade policies and geopolitical developmentsA theme 364 companies write about · 371 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2022: 106 of 135 companies on the "Worse" side.
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 199 companies compared. The sentences above are computed from all 199.Comparing 200 of the theme's 372 threads.Full recordFilings, disclosures and news, newest first
- FY2026RestatedAnnual report
「The operating environment became challenging, affected by consumers’ increased cost-consciousness amid rising prices and higher logistics costs.」
The disclosure continues to identify recession risk arising from changes in trade policies in various countries, in addition to rising prices and higher logistics costs. - FY2025First statedAnnual report
「We expect the outlook to remain uncertain, with risks including a recession arising from changes in trade policies in various countries.」
Regarding the operating environment for the cosmetics and daily necessities business and the wholesale business for over-the-counter pharmaceuticals, a recession arising from changes in trade policies in various countries was identified as a new external risk.