Ichikawa (3513) · RiskMaterialised
Risk of Rising Logistics Costs
First written in FY2022. 2 of 3 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2023.
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 172 companies write about · 177 as a headwind · 1 as a tailwind
Ichikawa moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 62 of 108 companies on the "Worse" side.
30 other companies' latest entry also says "Materialised".
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 172 companies compared. The sentences above are computed from all 172.Full recordFilings, disclosures and news, newest first
- FY2023MaterialisedAnnual report
「海上輸送の混乱や原油価格高騰による運送コストの増加」
物流コスト増加リスクが、海上輸送の混乱・原油価格高騰による運送コスト増加として通期業績に実際に表れている。 - FY2023-Q1MaterialisedAnnual report
「海上輸送の混乱や原油価格高騰による運送コストの増加」
物流コスト増加リスクが、海上輸送の混乱・原油価格高騰による運送コスト増加として当四半期の業績に実際に表れている。 - FY2022First statedAnnual report
「第７次中期経営計画においては、引き続き需要の減少による競争の激化が見込まれ、原材料価格及び物流コストの増加に直面しますが」
NE-24の事業環境認識として、需要減少・競争激化に加え、原材料価格と物流コストの増加を新たに明示している。