BUSINESS BRAIN SHOWA・OTA INC. (9658) · RiskRestated
Indirect effects on customer industries through U.S. tariff measures
First written in FY2025. 1 of 2 entries say "Restated". Latest entry: FY2026-H1.
2entries
1years
0from disclosures
How it moved
Same theme, other companies
Cost, Demand and Supply Chain Impact of 2025 Tariffs on Exports to the United States and Retaliatory TariffsA theme 23 companies write about · 23 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 13 of 20 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
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 23 companies compared. The sentences above are computed from all 23.Full recordFilings, disclosures and news, newest first
- FY2026-H1RestatedAnnual report
「The outlook remains uncertain due to concerns over the continued rise in prices, the potential impact of US tariff policies, and the protracted situations in Ukraine and the Middle East.」
The Company continues to recognise concerns over the impact of US tariff policies, including indirect effects on customer industries, as an external-environment risk. - FY2025First statedAnnual report
「However, our customers include companies in industries expected to be strongly affected by tariff measures, such as automotive-related industries that form part of the mobility sector.」
While stating that there is no direct impact because the Company has no sales to the United States, it recognises indirect business-performance effects through customer industries, including automotive-related industries, as a new risk and is investigating the potential impact.