Geopolitical Risk Arising from the Situation in Ukraine
First written in FY2022-Q3. 6 of 10 entries say "Worsened", first in FY2022. Latest entry: FY2026-H1.
Bewith 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 2022: 45 of 78 companies on the "Worse" side.
36 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「In the Middle East, geopolitical risks have repeatedly eased and then intensified again, and risks of volatility in crude oil and energy prices have not been eliminated. Together with tensions with China, these international political and economic factors could heighten uncertainty about the outlook for the global economy and affect the stability of Japan's exporters and related supply chains.」
In addition to the previously cited situations in Ukraine and Israel, renewed tensions in the Middle East, tensions with China, volatility in crude oil and energy prices, and impacts on supply chains are identified as geopolitical and international economic risks. - FY2025WorsenedAnnual report
「The tariff policies accompanying the inauguration of the US president have raised concerns about their impact on countries including China, while geopolitical risks in Ukraine and Israel, among others, mean that uncertainty persists.」
In addition to the situations in Ukraine and Israel, US tariff policies and their impact on the Chinese economy have been added as sources of geopolitical and international economic uncertainty. - FY2025-H1WorsenedAnnual report
「Meanwhile, in Japan, a minority-party government was established following the general election, while overseas, policy changes are anticipated ahead of the inauguration of a second Trump administration. The outlook therefore remains uncertain, including due to geopolitical risks.」
In addition to the previously cited situations in Ukraine and Israel and Palestine, policy changes ahead of the inauguration of a second Trump administration are identified as a source of uncertainty, including geopolitical risks. - FY2024-Q3WorsenedAnnual report
「The outlook remains uncertain due to geopolitical risks, including changes in the global economy associated with the US presidential election and the situations in Ukraine and Israel and Palestine.」
In addition to the previously cited situations in Ukraine and Israel and Palestine, changes in the global economy associated with the US presidential election are also listed as a source of uncertainty, broadening the scope of geopolitical and international-affairs risks. - FY2024-Q2WorsenedAnnual report
「The outlook remains uncertain due to factors including restrained consumption resulting from higher prices, the weaker yen, trends in resource prices, and geopolitical risks such as the situations in Ukraine and Israel and Palestine.」
In addition to the previously cited situation in Ukraine, the situation in Israel and Palestine is also listed as a geopolitical risk, broadening the range of situations covered. - FY2023RestatedAnnual report
「The outlook remains uncertain due to factors including higher resource prices resulting from the situation in Ukraine, the accelerating depreciation of the yen, and rising prices.」
The situation in Ukraine continues to be cited as a factor contributing to uncertainty in the economic environment. - FY2023-Q3RestatedAnnual report
「The outlook remains uncertain due to factors including labor shortages, trends in resource prices, and geopolitical risks, particularly the situation in Ukraine.」
Uncertainty about the outlook continues regarding geopolitical risks, including the situation in Ukraine. - FY2023-Q2RestatedAnnual report
「Meanwhile, the outlook remained uncertain due to geopolitical risks, including the weaker yen, trends in resource prices, the situation in Ukraine, and China's zero-COVID policy.」
Uncertainty about the outlook continues regarding geopolitical risks, including the situation in Ukraine. - FY2022WorsenedAnnual report
「The outlook remains uncertain due to factors including surging raw material prices triggered by the crisis in Ukraine, exchange-rate fluctuations resulting from the interest-rate differential between Japan and the United States, and the sluggish Chinese economy.」
The situation in Ukraine is described as having materialized as an economic factor affecting the company, including through surging raw material prices. - FY2022-Q3First statedAnnual report
「Geopolitical risks also increased due to heightened tensions surrounding Ukraine, and uncertainty about the outlook continued.」
Heightened tensions surrounding Ukraine and increased geopolitical risks are identified as external risks.