Komori
Marudai Food (2288) · RiskRestated

Foreign-Exchange Risk Associated with Import Transactions

First written in FY2016. 17 of 20 entries say "Restated". Latest entry: FY2024-Q3.

20entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q2RestatedFY2023-Q2 – FY2024-Q32016: 320162017: 320172018: 420182019: 420192020: 020202021: 020212022: 320222023: 220232024: 1
Same theme, other companies
Rising import procurement costs due to yen depreciation and exchange-rate fluctuationsA theme 74 companies write about · 74 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 33 of 59 companies on the "Worse" side.

34 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 74 companies compared. The sentences above are computed from all 74.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3RestatedAnnual report

    「輸入豚肉は為替相場の影響などから前年を上回って推移しております。」

    為替相場の影響により、輸入豚肉の価格が前年を上回って推移する状況を引き続き記載している。
  2. FY2024-Q2RestatedAnnual report

    「また、豚肉は、国産、輸入ともに飼料価格の高騰や物価高を背景とした牛肉からの需要シフトなどの影響から高止まっていることに加えて、為替相場の影響等により、輸入価格は高値で推移しております。」

    為替相場の影響により、輸入価格が高値で推移する状況を引き続き記載している。
  3. FY2023-Q3RestatedAnnual report

    「米国産牛肉・豚肉は為替相場の影響等により、輸入価格は高値で推移しております。」

    為替相場の影響により、海外現地相場とは別に輸入価格が高値で推移する状況を引き続き記載している。
  4. FY2023-Q2RestatedAnnual report

    「米国産牛肉・豚肉は物価高に伴う需要の減少から現地相場は前年を下回って推移しておりますが、為替相場の影響等により、輸入価格は高値で推移しております。」

    為替相場の影響により、海外現地相場が低下しても輸入価格が高値で推移する状況を引き続き記載している。
  5. FY2023-Q1WorsenedAnnual report

    「米国産牛肉・豚肉は物価高に伴う需要の減少から現地相場は低下していますが、為替相場の影響により、輸入価格は高値で推移しております。」

    急激な円安を含む為替相場の影響により、海外現地相場が低下しても輸入価格が高値で推移する状況を記載している。
  6. FY2022WorsenedAnnual report

    「原材料費、エネルギーコストや物流コストの上昇に急激な円安進行が加わり、商品価格の改定を上回る製造コストの上昇などが懸念されています。」

    従来の為替変動リスクに加え、急激な円安進行が製造コスト上昇を加速させる懸念として明示されている。
  7. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  8. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  9. FY2019RestatedAnnual report

    「これらの為替変動リスクに対し、当社グループは、一部円建てでの輸入を行うとともに、外貨建ての輸入取引につきましては、先物外国為替契約を利用してリスクの軽減に努めております。」

    円建て輸入と先物外国為替契約による為替変動リスクへの対応を再掲している。
  10. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  11. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  12. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  13. FY2018RestatedAnnual report

    「これらの為替変動リスクに対し、当社グループは、一部円建てでの輸入を行うとともに、外貨建ての輸入取引につきましては、先物外国為替契約を利用してリスクの軽減に努めております。」

    輸入取引に伴う為替変動リスクと、円建て輸入・先物外国為替契約による対応を再掲している。
  14. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  15. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  16. FY2018-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  17. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  18. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  19. FY2017-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    輸入取引に伴う為替変動リスクについて重要な変更がないと包括的に記載している。
  20. FY2016First statedAnnual report

    「当社グループは、アジア、ヨーロッパ、北アメリカ地域等の海外から原材料・商品等の輸入業務を行っており、これらの国の現地通貨に対する為替相場の変動が業績に影響を及ぼす可能性があります。」

    一部円建て輸入と先物外国為替契約によるリスク軽減策も記載している。
Moved together

"Profitability Pressure from Labor Shortages and Rising Logistics Costs" moved the same way as this thread, in the same document, in 2 of its 20 moves.

2222★1234
  1. ★This thread
  2. 1Profitability Pressure from Labor Shortages and Rising Logistics Costs2×
  3. 2Market volatility in livestock products, crude oil and other commodities2×
  4. 3Changes in domestic consumption patterns due to the declining birthrate and aging population, and intensifying sales competition2×
  5. 4Downside risks to economic activity from a slowdown in emerging Asian economies, resource-rich countries and other regions2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Marudai Food's next results are scheduled for 2026-11-09. Read the earnings preview
News
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