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Mbk (3121) · RiskReframed

Risk of Difficulties in Procuring Components and Materials and Rising Raw Material Prices

First written in FY2016. 1 of 3 entries say "Dropped", first in FY2017. Latest entry: FY2020-Q1.

3entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY20172016: 120162017: 120172018: 020182019: 12019
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 80 companies write about · 80 as a headwind · 0 as a tailwind

Mbk moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).

The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.

0 other companies' latest entry also says "Reframed".

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 80 companies compared. The sentences above are computed from all 80.
Full recordFilings, disclosures and news, newest first
  1. FY2020-Q1Shift from manufacturing-specific materials procurement risk to purchase price risk in the operations businessAnnual report

    「In the first quarter, personal consumption remained firm due to special demand associated with the transition to the Reiwa era and the extended holiday period. However, overall business performance stagnated due to higher procurement costs resulting from soaring raw material prices, rising personnel expenses, labor shortages and other factors. As a result, revenue amounted to ¥293 million, down 2.0% year on year, and segment profit amounted to ¥12 million, down 15.7%.」

    Following the withdrawal from the food-processing machinery business, the impact of higher raw material prices is appearing as higher purchase prices in the operations business.
  2. FY2017DroppedAnnual report

    「With respect to the Manufacturing business, all shares of 旭工業株式会社, formerly a consolidated subsidiary, were transferred on 1 November 2016, and the company withdrew from the business.」

    Following the withdrawal from the food-processing machinery business, the business-specific risks related to parts and materials procurement and raw material prices have disappeared from the principal risk disclosures.
  3. FY2016First statedAnnual report

    「There is a risk that it may become difficult to procure the necessary parts and materials due to circumstances affecting suppliers. In addition, if external factors such as higher raw material market prices or shortages occur, purchase prices may rise, increasing product costs.」

    Identifies dependence on suppliers, including small and medium-sized enterprises, and fluctuations in raw material markets.
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Risk of Difficulties in Procuring Components and Materials and Rising Raw Material Prices | MBK Co.,Ltd. (3121) | Komori