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Yuasa (8074) · RiskRestatedLatest Results (2026-08-07): "Worsened"

Risk of trade friction from protectionist trade policies

First written in FY2019-Q2. 3 of 7 entries say "Materialised", first in FY2019-Q3. Latest entry: 2026-08-07.

7entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q3 – FY2026-H12018: 12019: 320192020: 120202021: 020212022: 020222023: 020232024: 020242025: 120252026: 12026
Same theme, other companies
Business uncertainty due to protectionist trade policies and geopolitical conditionsA theme 427 companies write about · 437 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 108 of 134 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 198 companies compared. The sentences above are computed from all 198.Comparing 200 of the theme's 438 threads.
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  1. 2026-08-07WorsenedResults

    「海外では、米国及びインド・インドネシアなど東南アジア地域で景気が底堅く推移しました。一方、中国では景気の停滞感がみられました。」

    海外環境について、中国の景気停滞と、米国・東南アジアの底堅さが併存する状況を更新した。
  2. FY2026-H1RestatedAnnual report

    「Meanwhile, the outlook remained uncertain due to US trade policy, geopolitical risks and other factors.」

    The uncertainty surrounding overseas markets and the business environment due to US trade policy and geopolitical risks continues to be noted.
  3. FY2020-Q3RestatedAnnual report

    「Overseas, the slowdown in capital investment demand in the Chinese market continued, while some weakness was also observed in the United States.」

    Slowing demand for capital investment in the Chinese market and weakness in some areas of the US market have continued.
  4. FY2020-Q2MaterialisedAnnual report

    「Overseas, the slowdown in capital investment demand in the Chinese market continued, while some weakness was also observed in the United States.」

    The slowdown in overseas capital investment against the backdrop of US-China trade frictions and other factors has continued, reflected in slowing demand in the Chinese market and weakness in some areas of the US market.
  5. FY2020-Q1MaterialisedAnnual report

    「Overseas, capital investment demand in the Chinese market slowed as U.S.-China trade friction became more pronounced, although the U.S. economic recovery continued and emerging Asian economies such as India, Vietnam and Indonesia continued to recover moderately.」

    U.S.-China trade friction has manifested itself in a slowdown in capital investment demand in the Chinese market.
  6. FY2019-Q3MaterialisedAnnual report

    「Overseas, although the U.S. economic recovery continued steadily, the Chinese market followed a slowing trend from the third quarter onward due to the impact of U.S.-China trade friction, while weak capital investment sentiment was observed in emerging Asian economies such as Thailand, Indonesia and Malaysia.」

    Trade friction resulting from protectionist trade policies was cited as manifesting itself in a slowdown in the Chinese market and weak capital investment sentiment in emerging Asian economies.
  7. FY2019-Q2First statedAnnual report

    「Overseas, the U.S. economic recovery continued, and capital investment demand remained firm in emerging Asian economies, including China. However, the economic outlook remained uncertain due to the impact of trade friction resulting from protectionist trade policies, political conditions in various countries and interest-rate policies.」

    Regarding the business environment surrounding its overseas operations, the company newly identified trade friction resulting from protectionist trade policies as a factor contributing to uncertainty about the economic outlook.
Moved together

"Economic fluctuation risk in industrial equipment and construction investment" moved the same way as this thread, in the same document, in 2 of its 7 moves.

22★12
  1. ★This thread
  2. 1Economic fluctuation risk in industrial equipment and construction investment2×
  3. 2Timber delivery delays and supply shortages2×

★ 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 Yuasa yet. It last moved in the Results of 2026-08-07: "Worsened".
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Risk of trade friction from protectionist trade policies | YUASA CO.,LTD. (8074) | Komori