Komori
Soiken Holdings (2385) · RiskRestated

Risk of Fluctuations in Lactoferrin Raw-Material and Functional-Material Selling Prices

First written in FY2018. 13 of 16 entries say "Restated". Latest entry: FY2024-Q2.

16entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2021-Q1MaterialisedFY2021-Q2 – FY2021-Q3RestatedFY2022-Q1 – FY2024-Q22018: 220182019: 320192020: 320202021: 320212022: 020222023: 420232024: 1
Same theme, other companies
Impact of Raw Material Price Fluctuations on EarningsA theme 65 companies write about · 57 as a headwind · 5 as a tailwind

The whole theme swung hardest in 2022: 40 of 57 companies on the "Worse" side.

17 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 65 companies compared. The sentences above are computed from all 65.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is stated as having no material changes.
  2. FY2024-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is stated as having no material changes.
  3. FY2023RestatedAnnual report

    「Accordingly, fluctuations in the purchase price of lactoferrin raw materials and the selling prices of functional materials may affect the performance of the business.」

    The risk of price fluctuations for lactoferrin raw materials and functional materials continues to be disclosed.
  4. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is stated as having no material changes.
  5. FY2023-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is stated as having no material changes.
  6. FY2022-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is stated as having no material changes.
  7. FY2021-Q3MaterialisedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal period, sales of lactoferrin raw materials followed an upward trend, primarily due to higher raw-material prices and increased delivery volume.」

    The sharp increase in lactoferrin raw-material prices continued to occur and is cited, together with increased delivery volume, as a factor behind the expansion of raw-material sales.
  8. FY2021-Q2MaterialisedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal period, sales of lactoferrin raw materials followed an upward trend, primarily due to higher raw-material prices and increased delivery volume.」

    A sharp increase in lactoferrin raw-material prices actually occurred and is cited, together with increased delivery volume, as a factor behind the expansion of raw-material sales. While the price fluctuation risk materialized, this disclosure does not indicate an adverse impact on business performance.
  9. FY2021-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is stated as having no material changes.
  10. FY2020RestatedAnnual report

    「Fluctuations in the purchase price of lactoferrin raw materials and the selling prices of functional materials may affect the performance of the business.」

    The risk of price fluctuations for lactoferrin raw materials and functional materials continues to be disclosed.
  11. FY2020-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is stated as having no material changes.
  12. FY2020-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is stated as having no material changes.
  13. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is disclosed collectively as having no material changes.
  14. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is disclosed collectively as having no material changes.
  15. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of fluctuations in lactoferrin raw-material and selling prices is disclosed collectively as having no material changes.
  16. FY2018First statedAnnual report

    「Fluctuations in the purchase price of lactoferrin raw materials and the selling prices of functional materials may affect the performance of the business.」

    The Company has newly disclosed the risk of price fluctuations arising from its business model of purchasing, processing and selling lactoferrin raw materials.
Moved together

"Order Intake, Study Completion and Collection Risks in the Pharmaceutical Clinical Research Support Business" moved the same way as this thread, in the same document, in 2 of its 16 moves.

222★123
  1. ★This thread
  2. 1Order Intake, Study Completion and Collection Risks in the Pharmaceutical Clinical Research Support Business2×
  3. 2Economic Activity and Increased Uncertainty Caused by COVID-192×
  4. 3Healthcare Support Business Risks Related to Participation Rates and Legal Changes2×

★ 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.

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