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SAAF Holdings (1447) · RiskWorsened

Market Conditions for Cement and Steel

First written in FY2019. 2 of 4 entries say "Restated". Latest entry: FY2024-Q2.

4entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY20222019: 120192020: 120202021: 020212022: 120222023: 12023
Same theme, other companies
Difficulty Passing Through Higher Steel Raw Material Prices and Deteriorating ProfitabilityA theme 35 companies write about · 35 as a headwind · 0 as a tailwind

SAAF Holdings moved to the "Worse" side of this theme in 2023, 4 years after the typical company in this theme (2019).

The whole theme swung hardest in 2021: 13 of 28 companies on the "Worse" side.

9 other companies' latest entry also says "Worsened".

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 35 companies compared. The sentences above are computed from all 35.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2WorsenedAnnual report

    「The impact of higher housing sales prices caused by soaring material costs, as well as a decline in owner-occupied and subdivision housing resulting from weaker consumer sentiment amid rising prices, is significant.」

    The company disclosed that soaring material costs were affecting housing sales prices and the decline in owner-occupied and subdivision housing.
  2. FY2022RestatedAnnual report

    「However, if material prices rise sharply because of tight supply and demand or other factors, and the increase in material costs cannot be passed on to construction contract prices, the group's results could be affected.」

    The company continues to identify the risks of sharp increases in material prices, including cement and steel, and the inability to pass on those increases.
  3. FY2020RestatedAnnual report

    「However, if material prices rise sharply because of tight supply and demand or other factors, and the increase in material costs cannot be passed on to construction contract prices, the group's results could be affected.」

    The company continues to identify the risks of sharp increases in cement and steel prices and the inability to pass on those increases.
  4. FY2019First statedAnnual report

    「However, if material prices rise sharply because of tight supply and demand or other factors, and the increase in material costs cannot be passed on to construction contract prices, the group's results could be affected.」

    The company identified rising prices of cement and steel used in the ground survey and improvement business, as well as the inability to pass on those increases, as risks.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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Market Conditions for Cement and Steel | SAAF Holdings Co.,Ltd. (1447) | Komori