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and ST HD (2685) · RiskMitigated

Supply risk from political, economic, and natural-disaster events in Asian production countries

First written in FY2017. 3 of 8 entries say "Restated". Latest entry: FY2026.

8entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2019RestatedFY2023-Q3MitigatedFY2024 – FY20262017: 120172018: 120182019: 120192020: 020202021: 020212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Import and Procurement Risk from Conditions and Disasters in Asian Production CountriesA theme 40 companies write about · 40 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 20 of 31 companies on the "Worse" side.

8 other companies' latest entry also says "Mitigated".

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
  1. FY2026MitigatedAnnual report

    「Our group is diversifying production locations across regions of mainland China and ASEAN countries to mitigate the risks associated with concentration of production. In preparation for disruptions to product supply routes, we are also implementing measures including appropriate insurance coverage, information management during transportation, securing multiple modes of transport, selecting alternative routes, and diversifying logistics centers across multiple regions.」

    In addition to diversifying production across mainland China and ASEAN, it describes measures to address supply risk by diversifying transportation methods, alternative routes, and logistics centers.
  2. FY2025MitigatedAnnual report

    「Our group is diversifying production locations from mainland China, its main production base, to ASEAN countries in an effort to mitigate the risks associated with concentration in a single production location.」

    It continues to address the risk of concentrated supply by diversifying production locations between mainland China and ASEAN countries.
  3. FY2024MitigatedAnnual report

    「Our group will reduce risk while capturing the high growth potential of the East Asian fashion market by diversifying production locations, developing new markets in Southeast Asia, and expanding the geographic scope of our operations.」

    It explicitly describes measures to address supply risk arising from the concentration of production in China and other countries, including diversifying production locations and expanding into Southeast Asia.
  4. FY2023-Q3RestatedAnnual report

    「Supply-chain disruption caused by the Shanghai lockdown from May through June,」

    It continues to describe the impact of supply-chain disruption caused by the Shanghai lockdown on the operating environment during the period.
  5. FY2023-Q2MaterialisedAnnual report

    「From May through June, supply chain disruptions caused by the lockdown in Shanghai also constrained sales.」

    Supply-chain disruption resulting from the lockdown in Shanghai, China, actually emerged as a factor suppressing sales.
  6. FY2019RestatedAnnual report

    「Most of the products handled by the Group are manufactured in China and other Asian countries, and political conditions, economic conditions, natural disasters and other factors in the countries of production may disrupt procurement and, consequently, sales.」

    It continues to describe supply risk arising from political, economic, and natural-disaster events in Asian production countries.
  7. FY2018RestatedAnnual report

    「Most of the products handled by the Group are manufactured in China and other Asian countries, and political conditions, economic conditions, natural disasters and other factors in the countries of production may disrupt procurement and, consequently, sales.」

    It continues to describe supply risk arising from political, economic, and natural-disaster events in Asian production countries.
  8. FY2017First statedAnnual report

    「Most of the products handled by the Group are manufactured in China and other Asian countries, and political conditions, economic conditions, natural disasters and other factors in the countries of production may disrupt procurement and, consequently, sales.」

    It describes the potential impact on procurement and sales arising from the production of most products in China and other Asian countries.
Moved together

"Store network expansion and overseas openings" moved the same way as this thread, in the same document, in 3 of its 8 moves.

333333★123456
  1. ★This thread
  2. 1Store network expansion and overseas openings3×
  3. 2Expansion of the web business3×
  4. 3Providing an attractive shopping experience through the integration of stores and e-commerce3×
  5. 4Sustainable Management and Addressing Social Issues3×
  6. 5Reducing environmental impact through the collection and recycling of unwanted clothing3×
  7. 6Supporting social participation through employment of people with disabilities and fashion3×

★ 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
No upcoming earnings preview for and ST HD yet.
News
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Supply risk from political, economic, and natural-disaster events in Asian production countries | and ST HD Co.,Ltd. (2685) | Komori