Sockets (3634) · RiskRestated
Supply uncertainty surrounding raw materials, components and crude oil
First written in FY2022-Q2. 1 of 2 entries say "Restated". Latest entry: FY2022-Q3.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Supply constraints, including semiconductor and component shortages, and their impact on in-house productionA theme 29 companies write about · 29 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 12 of 14 companies on the "Worse" side.
6 other companies' latest entry also says "Restated".
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 29 companies compared. The sentences above are computed from all 29.Full recordFilings, disclosures and news, newest first
- FY2022-Q3RestatedAnnual report
「The situation remains unstable, taking into account continued uncertainty surrounding unstable supplies of raw materials, components and crude oil, the tightening of US monetary policy, and potential changes in global conditions following the Beijing Olympics.」
The company continues to identify unstable supplies of raw materials, components and crude oil as an economic-environment risk. - FY2022-Q2First statedAnnual report
「Although uncertainty remains due to unstable supplies of raw materials, components and crude oil, among others, a scenario for a recovery in consumption is also beginning to take shape.」
For the first time, the company identifies supply concerns over raw materials, components and crude oil as an uncertain factor in the economic environment, alongside signs of a recovery in consumption.