Watts (2735) · RiskMitigated
Logistics Network Disruptions Caused by Tight Supply and Demand
First written in FY2022-Q2. 1 of 3 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2023-Q2.
3entries
2years
0from disclosures
How it moved
Same theme, other companies
Longer procurement lead times and rising costs caused by tight semiconductor and raw-material supply and demand and supply chain disruptionsA theme 178 companies write about · 183 as a headwind · 1 as a tailwind
The whole theme swung hardest in 2022: 101 of 159 companies on the "Worse" side.
22 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 178 companies compared. The sentences above are computed from all 178.Full recordFilings, disclosures and news, newest first
- FY2023-Q2MitigatedAnnual report
「企業部門では、海外からの水際対策の緩和に伴うインバウンド需要の増加を受けたサービス業の回復や、半導体不足の改善、資源価格の下落傾向がプラスに作用いたしました。」
半導体不足の改善が記載され、前期に顕在化していた供給制約・サプライチェーン環境の一部改善が示された。 - FY2022-Q3WorsenedAnnual report
「上海の長期間ロックダウンや半導体不足によるサプライチェーンの混乱」
上海の長期ロックダウンと半導体不足により、サプライチェーンの混乱が顕在化したと説明している。 - FY2022-Q2First statedAnnual report
「Tight supply and demand and surging resource and grain prices caused a substantial rise in corporate prices through disruption to logistics networks」
First described disruption to logistics networks caused by tight supply and demand as an economic factor driving a substantial rise in corporate prices.