Component shortages, higher resource prices and tight logistics demand
First written in FY2022-Q2. 1 of 3 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2022.
Optimus Group 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: 4 of 8 companies on the "Worse" side.
1 other company's latest entry also says "Restated".
- FY2022RestatedAnnual report
「Although supply-chain constraints, rising commodity prices, the shift in monetary policy from easing to tightening and geopolitical risks continue to cloud the outlook, the economy is gradually moving toward recovery, supported by fiscal stimulus in major countries and progress in vaccinations.」
While supply-chain constraints, commodity prices, the shift in monetary policy and geopolitical risks continue, the view was expressed that the global economy is gradually moving toward recovery. - FY2022-Q3WorsenedAnnual report
「At the same time, uncertainty remains due to the emergence of COVID-19 variants, supply chain constraints, rising inflation driven by higher resource prices and improving unemployment rates, and the impact on economic activity of reduced monetary easing in some advanced economies, among other factors.」
In addition to the existing uncertainties surrounding parts shortages, rising resource prices and constrained logistics capacity, the potential economic impact of COVID-19 variants, rising inflation and the reduction of monetary easing was highlighted, broadening the range of external risks. - FY2022-Q2First statedAnnual report
「At the same time, uncertainty remains due to recurring waves of COVID-19, component shortages for certain products, higher resource prices and tight logistics demand, among other factors.」
Component shortages, higher resource prices and tight logistics demand were listed specifically for the first time as sources of uncertainty in the external environment surrounding the global economy, in addition to recurring waves of COVID-19.