Protracted Ukraine Situation and Soaring Resource Prices
First written in FY2023-Q1. 2 of 3 entries say "Worsened", first in FY2023-Q2. Latest entry: FY2023.
JBCC Holdings moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).
The whole theme swung hardest in 2025: 22 of 48 companies on the "Worse" side.
16 other companies' latest entry also says "Worsened".
- FY2023WorsenedAnnual report
「The business environment surrounding the IT industry is becoming increasingly challenging, while technological innovation is progressing rapidly. In addition, the economic impact of the situation in Ukraine, surging resource prices and other factors is expanding.」
The disclosure states that the economic impact of the situation in Ukraine and surging resource prices is expanding, expressing external-environment risks more strongly than before. quantified: false; materialized: true. - FY2023-Q2WorsenedAnnual report
「The outlook remains uncertain due to the prolonged invasion of Ukraine by Russia, the yen's record depreciation and other factors, and close attention must be paid to downside risks.」
Regarding the situation in Ukraine, the company expressly refers to the prolonged invasion by Russia and explains it, together with the yen's record depreciation and other factors, as a downside risk. - FY2023-Q1First statedAnnual report
「The outlook remains uncertain due to the prolonged situation in Ukraine, surging resource prices and other factors.」
The prolonged situation in Ukraine and surging resource prices are disclosed for the first time as external factors making the economic outlook uncertain.