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Nippon Television Holdings (9404) · RiskImpact of U.S. trade policy added

Downside Risks to the Economy from Developments in Ukraine, China's Economic Curbs, Rising Raw-Material Prices, and Other Factors

First written in FY2023-Q1. 2 of 7 entries say "Worsened", first in FY2023-Q2. Latest entry: FY2026-H1.

7entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2023-Q2 – FY2023-Q3RestatedFY2024-Q1 – FY2026-H12022: 220222023: 320232024: 120242025: 12025
Same theme, other companies
Downside economic risk from supply constraints, high raw material prices, and a variant virusA theme 14 companies write about · 14 as a headwind · 0 as a tailwind

Nippon Television Holdings moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 7 of 14 companies on the "Worse" side.

1 other company's latest entry also says "Other".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Impact of U.S. trade policy addedAnnual report

    「However, in addition to the need to remain alert to the risk of an economic downturn resulting from the impact of U.S. trade policy, the continued rise in prices could put downward pressure on the Japanese economy through its impact on private consumption, including through a deterioration in consumer sentiment.」

    In addition to the previously identified risks related to overseas economies and rising prices, the Company identified the risk of an economic downturn resulting from U.S. trade policy.
  2. FY2024-Q3Caution regarding the situation in the Middle East addedAnnual report

    「However, a downturn in overseas economies, including global monetary tightening and concerns about the outlook for the Chinese economy, poses a risk of putting downward pressure on the Japanese economy. Close attention must also be paid to the effects of rising prices, the situation in the Middle East, and volatility in financial and capital markets.」

    In addition to the previously identified risks of a downturn in overseas economies, rising prices, and volatility in financial and capital markets, the situation in the Middle East was identified as a downside factor.
  3. FY2024-Q2RestatedAnnual report

    「However, a downturn in overseas economies, including concerns about the outlook for the Chinese economy and global monetary tightening, poses a risk of putting downward pressure on the Japanese economy. Close attention must continue to be paid to the effects of rising prices and volatility in financial and capital markets.」

    The Company reiterated its caution regarding global monetary tightening, a downturn in overseas economies, rising prices, and volatility in financial and capital markets.
  4. FY2024-Q1RestatedAnnual report

    「However, while global monetary tightening continues, a downturn in overseas economies poses a risk of putting downward pressure on the Japanese economy. Close attention must continue to be paid to the effects of rising prices and volatility in financial and capital markets.」

    The Company reiterated its caution regarding global monetary tightening, a downturn in overseas economies, rising prices, and volatility in financial and capital markets.
  5. FY2023-Q3WorsenedAnnual report

    「However, amid concerns about the prolonged situation in Ukraine, continued global monetary tightening and a downturn in overseas economies pose risks of putting downward pressure on the Japanese economy. In addition to rising prices, supply constraints, and the impact of foreign exchange markets, close attention must also be paid to COVID-19 trends in China, where restrictions on activity have been lifted.」

    In addition to the previously identified risks of a downturn in overseas economies, monetary tightening, rising prices, supply constraints, and exchange-rate movements, the Company explicitly cautioned about COVID-19 trends in China.
  6. FY2023-Q2WorsenedAnnual report

    「However, amid concerns about the prolonged situation in Ukraine and the impact of restrictions on economic activity in China, a downturn in overseas economies, including the continuation of global monetary tightening, poses a risk of putting downward pressure on the Japanese economy. Close attention must also be paid to the effects of rising prices, supply constraints, and the rapid depreciation of the yen.」

    In addition to a downturn in overseas economies, global monetary tightening, rising prices, supply constraints, and the rapid depreciation of the yen were specified as downside factors for the economic environment.
  7. FY2023-Q1First statedAnnual report

    「However, amid concerns about the prolonged situation in Ukraine and the impact of restrictions on economic activity in China, downside risks from rising raw material prices and supply constraints remain, while infections from new variants continue to spread, requiring close attention to future developments.」

    The situation in Ukraine, restrictions on economic activity in China, rising raw material prices, supply constraints, and new variants were identified as downside factors for the economic environment.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Nippon Television Holdings's next results are scheduled for 2026-11-05. Read the earnings preview
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Downside Risks to the Economy from Developments in Ukraine, China's Economic Curbs, Rising Raw-Material Prices, and Other Factors | Nippon Television Holdings,Inc. (9404) | Komori