Supply disruptions in housing equipment and building materials, and construction delays, caused by COVID-19
First written in FY2020-Q3. 4 of 6 entries say "Materialised", first in FY2020-Q3. Latest entry: FY2023.
Nissou moved to the "Worse" side of this theme in 2020.
0 other companies' latest entry also says "Softened".
- FY2023SoftenedAnnual report
「Prices continue to rise against a backdrop of higher resource and energy prices caused by the situation between Russia and Ukraine and inflation driven by the rapid depreciation of the yen, leaving the outlook uncertain.」
The disclosure has shifted from specific events, namely supply disruptions for housing equipment and construction materials and construction delays caused by COVID-19, to general uncertainty in the economic environment, including supply-side conditions. - FY2022-Q3MaterialisedAnnual report
「Soaring construction-material prices and supply-chain disruptions have forced construction to be suspended due to delayed deliveries of housing equipment, and construction schedules and orders to be postponed.」
The report states that delayed deliveries of housing equipment, construction suspensions, and postponements of construction schedules and orders have actually occurred due to supply-chain disruptions. - FY2022-Q2MaterialisedAnnual report
「The remodeling industry in which we operate continues to experience extended construction periods due to prolonged delivery times for certain materials caused by the semiconductor shortage. In addition, construction-material prices continue to rise against a backdrop of soaring wood and raw-material prices and higher logistics costs, leaving the outlook uncertain.」
The report states that prolonged material delivery times and extended construction periods caused by the semiconductor shortage are continuing to occur in practice. - FY2022-Q1MaterialisedAnnual report
「Construction schedules pushed back due to delays in the delivery of certain products caused by the semiconductor shortage」
The supply-constraint risk is again described as an actual event, namely delivery delays caused by the semiconductor shortage and construction schedules being pushed back. - FY2020DroppedAnnual reportThe current fiscal year's narrative contains no specific reference to supply-chain disruptions involving housing equipment and construction materials or the resulting construction delays.
- FY2020-Q3MaterialisedAnnual report
「The spread of COVID-19 has caused supply-chain disruptions as economic activity was restricted in China, and supply chains for housing equipment and construction materials have also been disrupted in Japan, potentially hindering construction progress.」
The report states that supply-chain disruptions in China and Japan have already had an impact, while disruption to construction progress is described as a possibility.