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Shin-Etsu Chemical (4063) · RiskRestated

Equipment Problems at a Raw Material Supplier in the Netherlands Vinyl Chloride Business

First written in FY2016. 17 of 19 entries say "Restated". Latest entry: FY2024-Q2.

19entries
8years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY2024-Q22016: 320162017: 420172018: 420182019: 220192020: 220202021: 020212022: 320222023: 12023
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 83 companies write about · 85 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.

30 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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The filing states that there have been no new occurrences or material changes regarding equipment problems at a raw-material supplier in the Netherlands vinyl chloride business.
  2. FY2023-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The filing states that there have been no new occurrences or material changes regarding equipment problems at a raw-material supplier in the Netherlands vinyl chloride business.
  3. FY2022RestatedAnnual report

    「To minimize losses arising from interruptions to production activities, the Group conducts regular disaster-prevention inspections and maintenance of manufacturing facilities, makes capital investments for safety, and works to diversify its production sites.」

    The Group continues to address production interruptions through equipment maintenance, safety investment and production-site diversification, including at the Netherlands operations previously described as having been affected by equipment problems.
  4. FY2022-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the third quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The filing states that there have been no new occurrences or material changes regarding equipment problems at a raw-material supplier in the Netherlands vinyl chloride business.
  5. FY2021-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the first quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The filing states that there have been no new risks or material changes regarding equipment problems at a raw-material supplier in the Netherlands vinyl chloride business.
  6. FY2020-Q3RestatedAnnual report

    「Although the European operations were affected by market conditions, solid shipments continued.」

    For the European operations, which were described in prior years as having been affected by equipment problems, the filing states that solid shipments continued this quarter. ※quantified=false、materialized=false
  7. FY2020-Q2RestatedAnnual report

    「The European operations recorded solid shipments.」

    For the European operations, which were described in prior years as having been affected by equipment problems at a raw-material supplier, the filing also describes shipments as solid in the second quarter.
  8. FY2019-Q3RestatedAnnual report

    「The European operations also performed well, as market conditions remained firm and sales volumes increased.」

    States that the European operations previously affected by equipment trouble at a raw-material supplier performed well, as market conditions remained firm and sales volumes increased.
  9. FY2019-Q2RestatedAnnual report

    「The European operations also performed well, as market conditions remained firm and sales volumes increased.」

    States that the European operations previously affected by equipment trouble at a raw-material supplier performed well, as market conditions remained firm and sales volumes increased.
  10. FY2019-Q1RestatedAnnual report

    「The European operations also performed well, as market conditions remained firm and sales volumes increased.」

    States that the European operations previously affected by equipment trouble at a raw-material supplier performed well, as market conditions remained firm and sales volumes increased.
  11. FY2018RestatedAnnual report

    「In vinyl and specialty chemicals, Shintech in the United States continued full-capacity operations, while supply and demand for caustic soda as well as vinyl chloride improved, resulting in significant growth in performance. The operations in Japan and Europe also improved performance.」

    States that the operations in Japan and Europe, including the European operations previously affected by equipment trouble, improved performance, with no new impact from the trouble indicated.
  12. FY2018-Q3RestatedAnnual report

    「In addition, both the Japan and European operations remained solid and contributed to earnings.」

    For the European operations, including the Netherlands operations previously affected by equipment trouble, identifies solid performance and contributions to earnings rather than new adverse effects.
  13. FY2018-Q2RestatedAnnual report

    「In vinyl chloride, Shintech in the United States leveraged its expanded production capacity and pursued active sales in and outside North America, maintaining high shipment levels and significantly improving its results. Domestic and European operations also remained firm and contributed to earnings.」

    States that the operations in Japan and Europe, including the European operations, remained solid, with no new adverse impact from the equipment trouble at the raw-material supplier in previous fiscal years reported.
  14. FY2018-Q1RestatedAnnual report

    「Shin-Etsu PVC in Europe also accurately captured market trends, and shipments remained solid.」

    States that shipments at Shin-Etsu PVC in Europe remained solid even after the equipment trouble at the raw-material supplier that occurred in the previous fiscal year.
  15. FY2017RestatedAnnual report

    「Shin-Etsu PVC in Europe continued stable operations, and shipments remained solid.」

    No new adverse impact from the equipment trouble at the raw-material supplier that occurred in the previous fiscal year was reported, and stable operations and solid shipments continued.
  16. FY2017-Q3RestatedAnnual report

    「Shin-Etsu PVC in Europe continued stable operations, and shipments remained solid. The domestic business in Japan increased sales volumes both domestically and overseas, and profitability improved.」

    Shin-Etsu PVC in the Netherlands continued stable operations and solid shipments, with no new impact from the equipment trouble at the raw-material supplier that occurred in the previous fiscal year.
  17. FY2017-Q2RestatedAnnual report

    「Shin-Etsu PVC in Europe continued stable operations, and shipments remained solid. Sales also increased in Japan, and both businesses posted double-digit profit growth.」

    Following the previous quarter, states that Shin-Etsu PVC in the Netherlands continued stable operations and that shipments remained solid.
  18. FY2017-Q1MitigatedAnnual report

    「Shin-Etsu PVC in the Netherlands continued stable operations, and shipments remained solid.」

    In response to the equipment trouble at a raw-material supplier reported in the previous fiscal year, states that the Netherlands operations continued stable operations and that shipments remained solid during the quarter.
  19. FY2016MaterialisedAnnual report

    「Shin-Etsu PVC in the Netherlands was affected by equipment trouble at a raw-material supplier in the second half of the previous fiscal year.」

    States that equipment trouble at a raw-material supplier actually occurred and affected the business.
Moved together

"Slowing Demand for Electronic Equipment and Inventory Adjustments for Logic Devices" moved the same way as this thread, in the same document, in 2 of its 19 moves.

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  2. 1Slowing Demand for Electronic Equipment and Inventory Adjustments for Logic Devices2×

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Equipment Problems at a Raw Material Supplier in the Netherlands Vinyl Chloride Business | Shin-Etsu Chemical Co.,Ltd. (4063) | Komori