Komori
Leoclan (7681) · RiskWorsened

Accelerating Inflation Driven by Supply Chain Disruptions and Soaring Energy Prices

First written in FY2022-Q1. 7 of 12 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2025.

12entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q3 – FY2023-Q2WorsenedFY2023-Q3 – FY2024-Q1RestatedFY2024-Q2WorsenedFY2024 – FY20252022: 320222023: 420232024: 320242025: 22025
Same theme, other companies
Uncertainty in the business environment caused by soaring oil and raw material pricesA theme 32 companies write about · 32 as a headwind · 0 as a tailwind

Leoclan moved to the "Worse" side of this theme in 2023, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 16 of 28 companies on the "Worse" side.

6 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 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「Inflation driven by persistent international instability, the depreciation of the yen and soaring global resource prices has become evident. If prices of medical equipment and other products handled by our Group rise sharply, or if soaring construction costs driven by inflation affect trends in the relocation, new construction, expansion or renovation of medical institutions and other facilities, our Group's business performance could be affected.」

    Inflation is said to remain evident, with specific risks to business performance described through higher medical equipment prices and construction costs.
  2. FY2025-H1WorsenedAnnual report

    「Japan's economy during the six-month interim consolidated accounting period followed a moderate recovery trend against a backdrop of improving employment and income conditions. At the same time, inflation and unstable international conditions in the Middle East and Eastern Europe continued, while concerns about an economic downturn grew because of the potential impact of future U.S. policy developments, including trade policy, leaving the outlook uncertain.」

    Inflation and unstable international conditions continue, while concerns about an economic downturn resulting from U.S. trade policy and other developments have highlighted uncertainty in the economic environment.
  3. FY2024WorsenedAnnual report

    「Inflation driven by persistent international instability, the depreciation of the yen and soaring global resource prices has become evident. If prices of medical equipment and other products handled by our Group rise sharply, or if soaring construction costs driven by inflation affect trends in the relocation, new construction, expansion or renovation of medical institutions and other facilities, our Group's business performance could be affected.」

    The Company recognizes that inflation has materialized, giving rise to specific risks to business performance through higher medical equipment prices and construction costs.
  4. FY2024-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, socioeconomic activity had been recovering gradually as restrictions on activity were eased, but uncertainty about the outlook continued amid unstable international conditions, a substantial depreciation of the yen and rising prices driven by soaring global resource prices.」

    Inflation and an uncertain outlook driven by persistent international instability, yen depreciation and soaring global resource prices continue.
  5. FY2024-Q1WorsenedAnnual report

    「During the first quarter of the current consolidated cumulative period, socioeconomic activity had been recovering gradually as restrictions on activity were eased, but uncertainty about the outlook continued amid unstable conditions overseas, a rapid depreciation of the yen and rising prices driven by soaring global resource prices.」

    Inflation driven by the rapid depreciation of the yen and soaring global resource prices is presented in connection with the difficult operating environment facing medical institutions, and uncertainty surrounding inflation and rising costs continues.
  6. FY2023WorsenedAnnual report

    「Soaring energy and raw material prices and further price increases resulting from the situation involving Russia and Ukraine and the prolonged depreciation of the yen have become evident. If prices of medical equipment and other products handled by our Group rise sharply, or if inflation affects trends in the relocation, new construction, expansion or renovation of medical institutions and other facilities, our Group's business performance could be affected.」

    The Company explicitly states that soaring energy and raw material prices and inflation have materialized, giving rise to specific risks to business performance through higher medical equipment prices and trends in investment by medical facilities.
  7. FY2023-Q3WorsenedAnnual report

    「At the same time, upward pressure on prices broadened beyond energy to goods and services, while various downside risks to the economy remained, including monetary tightening by central banks and the prolonged situation in Ukraine, leaving the outlook uncertain.」

    The Company recognizes that price increases have spread from energy to goods and services, broadening the base of upward price pressure.
  8. FY2023-Q2RestatedAnnual report

    「During the six-month period of the current fiscal year, Japan's economy remained uncertain, as inflation driven higher by the prolonged situation in Ukraine and exchange rate fluctuations against a backdrop of a widening Japan-U.S. interest rate differential continued, despite signs of stabilization in COVID-19 infections and progress toward normalizing socioeconomic activity.」

    The Company recognizes that the prolonged situation in Ukraine, accelerating inflation and uncertainty surrounding supply chains and other factors continue.
  9. FY2023-Q1RestatedAnnual report

    「Overseas, there are still no signs of improved relations concerning the situation in Ukraine and Russia, political conditions remain unstable, and economic conditions continue to be highly uncertain, including accelerating inflation caused by soaring energy prices.」

    Instability in the situation involving Ukraine and Russia, accelerating inflation caused by soaring energy prices, and uncertainty in the economic environment continue.
  10. FY2022-Q3RestatedAnnual report

    「During the nine-month period of the current fiscal year, economic activity remained constrained despite the lifting of priority preventive measures to control the spread of COVID-19. Globally, the prolonged COVID-19 pandemic continued to affect the production and supply systems for industrial materials such as natural resources and semiconductors, while the conflict between Ukraine and Russia that erupted in February 2022 caused resource prices such as oil to surge, further increasing uncertainty over the outlook for the global economy.」

    The disclosure continues to cover the impact of the prolonged COVID-19 pandemic on the supply systems for natural resources, semiconductors and other materials, soaring resource prices resulting from the conflict between Ukraine and Russia, and uncertainty over the global economy.
  11. FY2022-Q2WorsenedAnnual report

    「The prolonged COVID-19 pandemic was affecting the production and supply systems for industrial materials such as natural resources and semiconductors when Russia began its military invasion of Ukraine in February 2022. Prices of resources such as oil rose further, while the effects of economic sanctions against Russia had not yet been fully incorporated, making the outlook for the global economy increasingly uncertain.」

    The disclosure states that risks involving supply chains and energy prices had materialized through impacts on the supply systems for natural resources, semiconductors and other materials, as well as soaring resource prices, and that the invasion of Ukraine and economic sanctions had further heightened uncertainty.
  12. FY2022-Q1First statedAnnual report

    「However, uncertainty remains high, owing to concerns about a rapid increase in infections following the emergence of highly transmissible variants such as Omicron, as well as the risk of accelerating inflation caused by supply chain disruptions and surging energy prices.」

    Supply chain disruptions and soaring energy prices have newly been identified as factors contributing to uncertainty in the business environment through the risk of accelerating inflation.
Moved together

"Earnings Volatility Due to Concentration in and Delays to Large Projects" moved the same way as this thread, in the same document, in 5 of its 12 moves.

552★123
  1. ★This thread
  2. 1Earnings Volatility Due to Concentration in and Delays to Large Projects5×
  3. 2Impact of the Spread of COVID-19 on Business Activity and Earnings5×
  4. 3Exchange-Rate Fluctuations Amid a Widening Japan-US Interest Rate Differential2×

★ 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
No upcoming earnings preview for Leoclan yet.
News
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