Komori
Morito (9837) · RiskU.S. trade policy risk reiterated

Uncertainty over the Outlook Due to the U.S. Administration's Economic Policies and Instability

First written in FY2017-Q2. 2 of 5 entries say "Restated". Latest entry: FY2025.

5entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseSoftenedFY2018-Q12017: 220172018: 220182019: 020192020: 020202021: 020212022: 020222023: 020232024: 020242025: 020252026: 1
Same theme, other companies
Business Environment Uncertainty Caused by the U.S. Presidential Election and New Administration PoliciesA theme 16 companies write about · 14 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2018: 2 of 10 companies on the "Worse" side.

0 other companies' 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.
Showing 14 of the 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2025U.S. trade policy risk reiteratedAnnual report

    「The outlook remains uncertain due to rising resource and raw material prices, U.S. trade policy, geopolitical risks including conditions in Ukraine and the Middle East, and the effects of volatility in the financial and capital markets.」

    Reaffirmed U.S. policy risk as trade policy risk after direct references to it had diminished since 2018.
  2. FY2018-Q1SoftenedAnnual report

    「Although economic conditions in the United States are improving, in addition to uncertainty in overseas economies and instability in raw material prices」

    Makes no direct reference to the new U.S. administration’s economic policies or governance, while indicating an improving U.S. economy and describing uncertainty across overseas economies generally.
  3. FY2017RestatedAnnual report

    「In the United States, expectations for the new administration’s economic policies gave way to increased concerns after signs of instability emerged in its governance.」

    Continues to indicate that expectations for the new U.S. administration’s economic policies have receded and concerns over its governance have increased.
  4. FY2017-Q3RestatedAnnual report

    「In the United States, concerns increased as expectations for the new administration’s economic policies gave way to signs of instability in its governance. Uncertainty also continued to rise due to the United Kingdom’s Brexit issue in Europe and instability in international conditions in Asia.」

    Continues to indicate that expectations for the new U.S. administration’s economic policies have receded and concerns over its governance have increased.
  5. FY2017-Q2First statedAnnual report

    「In the global economy, the economic policies accompanying the transition to the new U.S. administration were expected to increase consumption and capital investment. However, the outlook remains uncertain due to the administration’s instability, the United Kingdom’s withdrawal from the EU in Europe, and debt problems at major EU-country banks, among other factors.」

    For the first time, records as a separate theme expectations for the new U.S. administration’s economic policies and uncertainty over the outlook for the global economy due to the administration’s instability.
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