Oenon Holdings (2533) · RiskRestated
Higher Logistics Costs Due to the 2024 Logistics Problem
First written in FY2023. 1 of 2 entries say "Restated". Latest entry: FY2026-H1.
2entries
3years
0from disclosures
How it moved
Same theme, other companies
Decline in Transport Capacity and Higher Logistics Costs Due to the Logistics 2024 ProblemA theme 40 companies write about · 40 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2024: 10 of 31 companies on the "Worse" side.
9 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 40 companies compared. The sentences above are computed from all 40.Full recordFilings, disclosures and news, newest first
- FY2026-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no new major risks or significant changes to the business risks described in the annual securities report that management recognized as potentially having a material effect on the financial position, operating results, or cash flows of the consolidated companies, among the matters concerning business conditions and financial matters described in this Semiannual Report.」
物流の2024年問題による物流費上昇リスクについて、重要な変更はないと記載されている。 - FY2023First statedAnnual report
「また、円安基調や人件費上昇、物流の2024年問題による物流費上昇など、依然としてコストの上昇が見込まれます。」
物流の2024年問題による物流費上昇を、酒類市場における新たなコスト上昇リスクとして記載している。