Semiconductor Supply Shortages, Soaring Crude Oil Prices, and the Spread of Infections in Southeast Asia
First written in FY2022-Q2. 7 of 15 entries say "Worsened", first in FY2022-Q3. Latest entry: 2026-08-07.
Solekia Limited 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.
4 other companies' latest entry also says "Restated".
- 2026-08-07RestatedEarnings
「There are concerns about the risk of a slowdown in the global economy due to instability in international affairs and trends in the trade and monetary policies of various countries.」
The risk of a global economic slowdown arising from international affairs and trade and monetary policy continued to be reported. - FY2026WorsenedAnnual report
「There are also concerns about the risk of a slowdown in the global economy due to the impact of US tariff policy on global supply chains, prolonged geopolitical risks, and monetary policy trends.」
The impact of US tariff policy on global supply chains, prolonged geopolitical risks and developments in monetary policy were specifically identified as risks to a global economic slowdown. - 2026-05-08RestatedRevision of earnings forecasts
「There are also concerns about the risk of a slowdown in the global economy due to the impact of US tariff policy on global supply chains, prolonged geopolitical risks, and monetary policy trends.」
The risk of a global economic slowdown arising from US tariff policy, supply chains, geopolitical risks, and monetary policy continued to be reported. - FY2026-H1WorsenedAnnual report
「There are also concerns about a slowdown against the backdrop of geopolitical risks, including developments in US tariff policy, developments in Ukraine and conflicts in the Middle East, making it necessary to continue monitoring developments.」
In addition to the existing concerns about developments in Ukraine and the Middle East, developments in US tariff policy were specifically identified, making concerns about a global economic slowdown against the backdrop of geopolitical risks and other factors more concrete while they continued. - FY2025WorsenedAnnual report
「There are also concerns about a slowdown against the backdrop of geopolitical risks, including prolonged developments in Ukraine, instability in the Middle East and tensions between the United States and China, as well as developments in US trade policy, making it necessary to continue monitoring developments.」
In addition to the existing concerns about developments in Ukraine, monetary tightening and China's economy, developments in the Middle East, tensions between the United States and China, and US trade policy were specifically identified, making concerns about a global economic slowdown more concrete. - FY2025-H1RestatedAnnual report
「There are also concerns about downside risks to the global economy against the backdrop of monetary tightening policies in Europe and the United States, concerns about the outlook for China's economy and geopolitical risks, making it necessary to continue monitoring developments.」
Concerns about downside risks to the global economy against the backdrop of monetary tightening, China's economy and geopolitical risks continue to be identified from the previous period. - FY2024-Q3ReframedAnnual report
「There are also concerns about downside risks to the global economy against the backdrop of monetary tightening policies in Europe and the United States, concerns about the outlook for China's economy and geopolitical risks, making it necessary to continue monitoring developments.」
The description of external-environment risks was reorganized from specific supply and cost factors, namely the semiconductor shortage, soaring crude oil prices and the spread of infections, to concerns about downside risks to the global economy against the backdrop of monetary tightening, China's economy and geopolitical risks. - FY2024-Q2WorsenedAnnual report
「Concerns about an economic slowdown against the backdrop of prolonged developments in Ukraine, monetary tightening policies in Europe and the United States, and the outlook for China's economy make it necessary to continue monitoring developments.」
In addition to prolonged developments in Ukraine and monetary tightening policies in Europe and the United States, the outlook for China's economy was newly identified, making concerns about a global economic slowdown more specific while they continued. - FY2024-Q1RestatedAnnual report
「Concerns about an economic slowdown against the backdrop of prolonged developments in Ukraine and monetary tightening policies in Europe and the United States, among other factors, make it necessary to continue monitoring developments.」
Concerns about a global economic slowdown against the backdrop of prolonged developments in Ukraine and monetary tightening policies in Europe and the United States continue to be identified as external-environment risks. - FY2023RestatedAnnual report
「Although economic activity in developed countries in Europe and the United States showed signs of recovery, concerns remain about rising resource, raw material and food prices against the backdrop of developments in Ukraine, supply-side constraints caused by supply-chain disruptions, and the impact of global inflation and monetary tightening policies in various countries, making it necessary to continue monitoring developments.」
Concerns about developments in Ukraine, rising resource, raw material and food prices, supply-chain constraints, global inflation and monetary tightening policies remain. - FY2023-Q3RestatedAnnual report
「Although economic activity in developed countries in Europe and the United States showed signs of recovery, concerns remain about rising resource, raw material and food prices against the backdrop of developments in Ukraine, supply-side constraints caused by supply-chain disruptions, and the impact of global inflation and monetary tightening policies in various countries, making it necessary to continue monitoring developments.」
Concerns about developments in Ukraine, rising resource, raw material and food prices, supply-side constraints in the supply chain, global inflation and monetary tightening policies in various countries remain. - FY2023-Q2WorsenedAnnual report
「Although economic activity in developed countries in Europe and the United States showed signs of recovery as COVID-19 vaccination became more widespread, the semiconductor shortage, prolonged developments in Ukraine, restrictions on economic activity in China, rising resource and raw material prices, and supply-side constraints caused by supply-chain disruptions, as well as concerns about the impact of global inflation and monetary tightening policies in various countries, make it necessary to continue monitoring developments.」
In addition to the existing semiconductor shortage, developments in Ukraine, restrictions on economic activity in China, rising resource and raw material prices and supply-chain constraints, the impact of global inflation and monetary tightening policies in various countries was newly identified. - FY2023-Q1WorsenedAnnual report
「Although economic activity in developed countries in Europe and the United States showed signs of recovery as COVID-19 vaccination became more widespread, soaring crude oil, raw material and logistics costs, the semiconductor shortage as in Japan, prolonged developments in Ukraine, and restrictions on economic activity in China caused raw material prices to rise and created supply-side constraints because of supply-chain disruptions, making it necessary to continue monitoring developments.」
In addition to the existing semiconductor shortage, soaring crude oil and raw material prices and the spread of infections, prolonged developments in Ukraine, restrictions on economic activity in China, soaring logistics costs and supply constraints caused by supply-chain disruptions were specifically identified, broadening the scope of external-environment risks. - FY2022-Q3WorsenedAnnual report
「During the first 3 quarters of the current consolidated fiscal year, Japan's economy was expected to recover as corporate activity rebounded following the lifting in October 2021 of the third state of emergency declaration and other measures related to COVID-19, as well as the promotion of COVID-19 vaccination. However, the outlook remained uncertain because of semiconductor and other shortages, rising raw material prices, and concerns about a renewed spread of COVID-19 caused by the emergence of a highly transmissible new variant. In the global economy, the reopening of economic activity spread across developed countries in Europe and the United States as COVID-19 vaccination became more widespread, and the economy continued to recover gradually. However, the global semiconductor shortage, soaring crude oil, raw material and logistics costs, and a renewed spread of COVID-19 caused by the emergence of a new variant make it necessary to continue monitoring developments.」
In addition to the previously identified semiconductor shortage, soaring crude oil prices and the spread of infections, rising domestic raw material prices, soaring global raw material and logistics costs, and a renewed spread caused by a new variant were specifically identified, broadening the scope of supply, cost and infectious-disease risks. - FY2022-Q2First statedAnnual report
「In the global economy, the reopening of economic activity spread across developed countries in Europe and the United States as COVID-19 vaccination became more widespread, and the economy continued to recover gradually. However, economic activity stagnated in some regions, including Southeast Asia, because of the global semiconductor shortage, soaring crude oil prices, delays in COVID-19 vaccination and the spread of variants, and it is necessary to continue monitoring developments.」
The global semiconductor shortage, soaring crude oil prices, and stagnation of economic activity caused by delayed vaccination and the spread of variants in some regions, including Southeast Asia, were specifically identified as new external-environment risks.