Cds (2169) · RiskRestated
Pressure on Profitability from Rising Prices
First written in FY2022. 2 of 3 entries say "Restated". Latest entry: FY2023.
3entries
2years
0from disclosures
How it moved
Same theme, other companies
Profit pressure from higher material, packing and freight, and labor costsA theme 144 companies write about · 147 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2022: 64 of 104 companies on the "Worse" side.
30 other companies' latest entry also says "Restated".
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 144 companies compared. The sentences above are computed from all 144.Full recordFilings, disclosures and news, newest first
- FY2023RestatedAnnual report
「燃料価格の大幅な上昇等から物価水準が上昇しております。これにより原材料費や光熱費をはじめとする諸経費、あるいは人件費が上昇し、それらをタイムリーに取引価格への転嫁ができなかった場合、当社グループの収益性を圧迫する可能性があります。」
物価上昇による原材料費・光熱費・人件費の上昇と、価格転嫁が遅れた場合の収益性圧迫リスクを継続している。 - FY2023-Q2RestatedAnnual report
「ロシアによるウクライナ侵攻の長期化、原油をはじめとする資源価格や原材料の高騰、物価水準の上昇、人手不足などにより、依然として先行き不透明な状況が続いております。」
資源価格・原材料価格の高騰および物価水準の上昇を、引き続き外部環境上の懸念として記載している。 - FY2022First statedAnnual report
「Fuel prices have risen substantially, driving up the overall price level. This has increased raw material, utility, and other expenses, as well as labor costs, and if these increases cannot be passed on to transaction prices in a timely manner, they could pressure the Group's profitability.」
Identifies higher raw material, utility, and labor costs caused by rising fuel prices and the risk of profitability pressure if price pass-through is delayed.