Rising Prices of Raw Materials, Including Crude Oil
First written in FY2022-Q1. 6 of 10 entries say "Reframed", first in FY2022-Q2. Latest entry: FY2026-H1.
Asahi Kagaku Kogyo moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).
The whole theme swung hardest in 2022: 16 of 28 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
- FY2026-H1ReframedAnnual report
「Meanwhile, the outlook remained uncertain due to factors including US trade policy, rising prices, and the risk of an economic downturn resulting from higher long-term interest rates.」
The explanation has changed from the previous focus on rising crude oil and resource prices to the macroeconomic cost and financial environment, including the risk of an economic downturn caused by rising prices and higher long-term interest rates. - FY2024-Q3ReframedAnnual report
「During the nine-month period ended [current third quarter], the Japanese economy remained on a recovery trend due to the normalization of economic activity and improvements in employment and income conditions. However, the outlook remained uncertain due in part to foreign exchange volatility and the impact of rising prices.」
The explanation has changed from the previous focus on crude oil and raw material prices, the situation involving Russia and Ukraine, energy prices and logistics costs to the cost environment, focusing on the impact of exchange-rate fluctuations and rising prices. - FY2024-Q2ReframedAnnual report
「During the six-month period ended [current second quarter], the Japanese economy showed signs of a gradual recovery as employment and income conditions improved and inbound consumption increased. However, the outlook remained uncertain due to factors including soaring energy prices and logistics costs and the impact of yen depreciation.」
The explanation has changed from the previous focus on crude oil and raw material prices and the situation in Ukraine to a deterioration in the cost environment due to soaring energy prices and logistics costs and the weaker yen. - FY2023RestatedAnnual report
「Fuel prices, including those for crude oil and natural gas, have risen sharply against the backdrop of the situation involving Russia and Ukraine, resulting in higher prices. Prices such as electricity charges paid by the group have also continued to rise, and profitability could deteriorate if this situation continues.」
The company continues to identify as a business risk the possibility that higher fuel prices, consumer prices and electricity charges resulting from the situation involving Russia and Ukraine could deteriorate profitability. - FY2023-Q3RestatedAnnual report
「Meanwhile, the outlook remains uncertain due to soaring resource and energy prices, among other factors, following Russia's invasion of Ukraine.」
The company continues to describe soaring resource and energy prices against the backdrop of Russia's invasion of Ukraine and an uncertain outlook. - FY2023-Q2ReframedAnnual report
「However, the outlook remains uncertain due to soaring resource and energy costs resulting from the situation involving Russia and Ukraine, among other factors.」
The description has changed from rising crude oil and raw material prices and higher prices and logistics costs due to the weaker yen to soaring resource and energy costs resulting from the situation involving Russia and Ukraine. - FY2023-Q1ReframedAnnual report
「The outlook remains uncertain due to a significant rise in prices caused by the weaker yen and soaring logistics costs, among other factors.」
The description of risk has changed from the previous focus on rising crude oil and raw material prices to a deterioration in the cost environment, including higher prices due to the weaker yen and soaring logistics costs. - FY2022-Q3MaterialisedAnnual report
「Fuel prices, including those for crude oil and natural gas, have risen sharply against the backdrop of the situation involving Russia and Ukraine, resulting in higher prices. Prices such as electricity charges paid by the group have also continued to rise, and profitability could deteriorate if this situation continues.」
The company has stated that price increases for crude oil, natural gas and electricity charges have actually occurred. In the domestic segment, it has also disclosed increased manufacturing costs due to higher prices and a 97.3% decrease in operating profit. - FY2022-Q2ReframedAnnual report
「The impact of rising crude oil and raw material prices on personal consumption, the situation in Ukraine and other factors continue to make the outlook uncertain.」
The company has specified the channel through which rising crude oil and raw material prices affect personal consumption. - FY2022-Q1First statedAnnual report
「Rising crude oil and other raw material prices,」
The company has newly identified rising crude oil and other raw material prices as a factor contributing to an uncertain outlook.