Dependence on overseas production and country risk in production countries
First written in FY2016. 5 of 15 entries say "Restated". Latest entry: 2026-05-15.
Yamaki moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2022: 35 of 70 companies on the "Worse" side.
1 other company's latest entry also says "Advanced".
- 2026-05-15AdvancedRevision to earnings forecast
「海外生産事業におきましては、国内外のグループ会社間の連携強化を図るとともに、第三国市場への新規展開を推進してまいります。」
既存拠点間の連携に加え、第三国市場への展開を進める対応を記載している。 - FY2025ReframedAnnual report
「Approximately 86% of the products our company sells in Japan are produced overseas. If political instability, conflict, terrorism, deteriorating public security or a major disaster occurs in a production country, there is a risk that product supplies will be disrupted. To mitigate these risks, the company diversifies its overseas production regions so that country risk is not concentrated in one location. By country, it has 5 factories in Japan and a company-owned factory in Laos. It also has partner factories in China, Vietnam, Indonesia, Bangladesh and other countries.」
The stated overseas production ratio has changed from approximately 85% to approximately 86%. The structure is described as a diversified network of 5 domestic factories, a company-owned factory in Laos and partner factories in multiple countries. - FY2024ReframedAnnual report
「Approximately 85% of the products our company sells in Japan are produced overseas. If political instability, conflict, terrorism, deteriorating public security or a major disaster occurs in a production country, there is a risk that product supplies will be disrupted. To mitigate these risks, the company diversifies its overseas production regions so that country risk is not concentrated in one location. By country, it has 4 factories in Japan and company-owned factories in Thailand and Laos. It also has partner factories in China, Vietnam, Indonesia, Bangladesh and other countries.」
The stated dependence on overseas production has changed from 90% to approximately 85%. Following the departure of the company-owned factories in Shanghai and Yancheng, the structure is described as a diversified network of company-owned factories in Thailand and Laos and partner factories in multiple countries. - FY2023ReframedAnnual report
「The company transferred all shares of its consolidated subsidiary 上海山喜服装有限公司 to 上海源禾銘企業管理有限公司. As a result, 塩城山喜服装有限公司, a subsidiary of 上海山喜服装有限公司, also left the company’s group.」
The transfer of all shares in 上海山喜 resulted in 上海山喜 and its subsidiary 塩城山喜 leaving the group. The structure of production diversification, including the company’s overseas factories, changed to one centred on company-owned factories in Thailand and Laos and partner factories in China and other countries. - FY2023-Q1MaterialisedAnnual report
「In the overseas sales segment, sales were ¥18 million, compared with ¥19 million in the same period of the previous year, and the segment loss was ¥6 million, compared with a loss of ¥3 million in the same period of the previous year, because of the impact of insufficient orders resulting from the lockdown in Shanghai.」
The lockdown in Shanghai, China, actually emerged as insufficient orders, lower sales and a wider loss in the overseas sales segment. Country risks in overseas production and sales regions continue to materialise. - FY2022-Q2MaterialisedAnnual report
「The company was forced to operate under difficult conditions because of the impact of COVID-19 lockdowns in ASEAN countries and product delivery delays resulting from the container shortage.」
Lockdowns in overseas production regions and the shortage of containers in international logistics actually affected the company through delays in product delivery. - FY2021MitigatedAnnual report
「To mitigate these risks, the company diversifies its overseas production regions so that country risk is not concentrated in one location. By country, it has 4 factories in Japan and company-owned factories in Yancheng, China, Thailand and Laos. It also has partner factories in Bangladesh, Indonesia, Vietnam and other countries.」
Shanghai has been removed from the description of production regions, which now identifies a diversified structure centred on Yancheng in China. - FY2021-Q3MitigatedAnnual report
「Because labour costs at 上海山喜 have risen significantly, the company decided to transfer 上海山喜’s production lines to 塩城山喜 and reorganise its production structure to respond to future order conditions.」
As part of a reorganisation of overseas production sites, the company stated a policy of transferring production lines from Shanghai to Yancheng and addressing the declining cost competitiveness of a specific site. - FY2020MitigatedAnnual report
「To mitigate these risks, the company diversifies its overseas production regions so that country risk is not concentrated in one location. By country, it has 4 factories in Japan and company-owned factories in Shanghai and Yancheng, China, Thailand and Laos. It also has partner factories in Bangladesh, Indonesia, Vietnam and other countries.」
The company specifically describes production diversification across 4 domestic factories, company-owned factories in China, Thailand and Laos, and partner factories in multiple countries, thereby avoiding concentration in any one country. - FY2020-Q3RestatedAnnual report
「During the cumulative consolidated period for the third quarter, no new business or other risks arose. There were also no significant changes to the business and other risks described in the securities report for the previous fiscal year.」
Dependence on overseas production and country risk in production countries have been reconfirmed through a comprehensive statement that there have been no material changes. - FY2019RestatedAnnual report
「90% of the products our company sells in Japan are produced overseas. If political upheaval or a major disaster occurs in a production country, there is a risk that product supplies will be disrupted.」
The company reiterates the risk of supply disruptions caused by political upheaval or major disasters in production countries, with 90% of products sold domestically produced overseas. - FY2019-Q3RestatedAnnual report
「During the cumulative consolidated period for the third quarter, no new business or other risks arose. There were also no significant changes to the business and other risks described in the securities report for the previous fiscal year.」
Dependence on overseas production and country risk in production countries have been reconfirmed through a comprehensive statement that there have been no material changes. - FY2018RestatedAnnual report
「90% of the products our company sells in Japan are produced overseas. If political upheaval or a major disaster occurs in a production country, there is a risk that product supplies will be disrupted.」
The company reiterates the risk of supply disruptions caused by political upheaval or major disasters in production countries, with 90% of products sold domestically produced overseas. - FY2017RestatedAnnual report
「90% of the products our company sells in Japan are produced overseas. If political upheaval or a major disaster occurs in a production country, there is a risk that product supplies will be disrupted.」
The company reiterates the risk of supply disruptions caused by political upheaval or major disasters in production countries, with 90% of products sold domestically produced overseas. - FY2016First statedAnnual report
「90% of the products our company sells in Japan are produced overseas. If political upheaval or a major disaster occurs in a production country, there is a risk that product supplies will be disrupted.」
The company states that 90% of products sold domestically are produced overseas and explains the risk of supply disruptions caused by political upheaval or disasters in production countries.