Mitsubishi Research Institute (3636) · RiskMaterialised
Production constraints caused by supply disruptions in parts and semiconductors
First written in FY2022-Q2. 1 of 2 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2022-Q3.
2entries
1years
0from disclosures
How it moved
Same theme, other companies
Concerns about economic stagnation and deterioration due to shortages of semiconductors and other materialsA theme 6 companies write about · 6 as a headwind · 0 as a tailwind
Mitsubishi Research Institute moved to the "Worse" side of this theme in 2022.
0 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.
Full recordFilings, disclosures and news, newest first
- FY2022-Q3MaterialisedAnnual report
「Exports and production trended downward amid declining exports to China resulting from China's zero-COVID policy and shortages of parts and semiconductors.」
It is stated that continuing shortages of parts and semiconductors, together with declining exports to China, caused domestic exports and production to trend downward. - FY2022-Q2First statedAnnual report
「Although production was showing signs of recovery, stagnant supplies of parts and semiconductors constrained production in some industries, including automobiles.」
The situation in which stagnant supplies of parts and semiconductors were actually constraining production in some industries is identified for the first time as an external-environment risk.