Procurement Risks from Rapid Yen Depreciation and Surging Resource and Raw Material Prices
First written in FY2023-Q1. 4 of 7 entries say "Reframed", first in FY2023-Q2. Latest entry: FY2027-H1.
OM2Network moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2019: 10 of 16 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
- FY2027-H1ReframedAnnual report
「Although the intensifying tensions in the Middle East caused crude oil and raw material prices to surge, momentum weakened,」
With respect to procurement and external environment risks, the focus has shifted from the previous references to the situation in Ukraine and yen depreciation, among other factors, to surging crude oil and raw material prices due to intensifying tensions in the Middle East. - FY2025-Q1ReframedAnnual report
「The outlook remains uncertain because of unstable international conditions, including the prolonged invasion of Ukraine by Russia and worsening conditions in the Middle East, as well as foreign exchange markets, where the yen's depreciation continues, and their impact on the economy.」
With respect to procurement and external environment risks, the company identifies the prolonged situation in Ukraine, worsening conditions in the Middle East and continued yen depreciation in foreign exchange markets as specific sources of uncertainty. - FY2024-Q3RestatedAnnual report
「Uncertainty remains due to persistently high energy prices and rising prices amid the prolonged situation in Ukraine, as well as volatility in the financial and capital markets.」
The company continues to describe uncertainty in the external environment and procurement arising from the prolonged situation in Ukraine, persistently high energy prices, rising prices and volatility in the financial and capital markets. - FY2024-Q2ReframedAnnual report
「Uncertainty remains due to persistently high energy prices and rising prices amid the prolonged situation in Ukraine, as well as volatility in the financial and capital markets.」
With respect to procurement and external environment risks, the focus has broadened from the previous references to rapid yen depreciation and surging resource and raw material prices to include the prolonged situation in Ukraine, persistently high energy prices, rising prices and volatility in the financial and capital markets. - FY2023-Q3RestatedAnnual report
「As prices of goods continue to rise amid rapid yen depreciation, global energy prices also remain elevated, including as a result of Russia's invasion of Ukraine, among other factors,」
The company continues to describe uncertainty in the external environment and procurement arising from rapid yen depreciation, surging prices of goods, the situation in Ukraine and rising energy prices. - FY2023-Q2ReframedAnnual report
「Rising raw material and energy prices and sharp fluctuations in foreign exchange rates, among other factors」
The description of external procurement-related risks has broadened from resource and raw material prices and rapid yen depreciation to include rising energy prices and sharp fluctuations in foreign exchange rates. - FY2023-Q1First statedAnnual report
「The outlook for Japan's economy is becoming increasingly uncertain because of expanding procurement risks resulting from higher resource and raw-material prices and the rapid depreciation of the yen, among other factors.」
The company identifies increased procurement risk resulting from surging resource and raw material prices and rapid yen depreciation as a new procurement-related risk.