Komori
Toho Acetylene (4093) · InitiativeAdvanced

Supply Chain Optimization and Upgrades to Filling Plants and Distribution Networks

First written in FY2019. 4 of 6 entries say "Advanced", first in FY2022. Latest entry: FY2026.

6entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2019 – FY2020AdvancedFY2022 – FY20262019: 120192020: 120202021: 020212022: 120222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Establishment of a Joint Logistics and SCM FrameworkA theme 31 companies write about · 0 as a headwind · 31 as a tailwind

The whole theme swung hardest in 2022: 2 of 12 companies on the "Worse" side.

17 other companies' latest entry also says "Advanced".

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 31 companies compared. The sentences above are computed from all 31.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「To achieve the new medium-term management plan, in the gas-related business we will expand growth areas by accelerating the rollout of hydrogen gas, create business opportunities by developing new applications for the various gases we handle, and strengthen our operating base by upgrading and improving the efficiency of supply and sales processes.」

    Measures have expanded from conventional supply chain and logistics efficiency initiatives to developing new applications for gas, accelerating the rollout of hydrogen, and upgrading and improving the efficiency of supply and sales processes.
  2. FY2024AdvancedAnnual report

    「Against this backdrop, with a view to achieving the medium-term management plan, our group relocated its Osaka branch and expanded its facilities as part of its business expansion efforts. Despite the impact of persistently high raw material and energy prices, we revised selling prices and worked to secure earnings. In addition, we invested to address the 2024 logistics problem and further strengthen our business foundation.」

    The Company invested to address the 2024 logistics problem, relocated and expanded facilities at its Osaka branch, and revised selling prices to strengthen its business foundation.
  3. FY2024-Q2AdvancedAnnual report

    「Investment securities increased (¥584 million), mainly because the Company invested in a company seeking to reform logistics using autonomous driving technology.」

    Regarding supply chain and logistics efficiency measures, the Company describes a specific capital investment through an investment in a company seeking to reform logistics using autonomous driving technology.
  4. FY2022AdvancedAnnual report

    「We are preparing to invest the management resources generated through efficiency improvements in new growth areas by constructing a new filling station in the Tagajo area to ensure stable regional supply and further consolidating delivery operations.」

    Regarding the policy of renewing filling stations and consolidating delivery operations, specific progress is described, including construction of a new filling station in the Tagajo area and further consolidation of delivery operations.
  5. FY2020RestatedAnnual report

    「As measures to secure earnings, we will promote supply chain optimization to improve competitiveness, renew filling stations to ensure stable regional supply, and further develop the logistics network by consolidating delivery operations. We will focus the management resources generated through these efficiency improvements on areas expected to grow, while actively investing in the next strategy.」

    Supply chain optimization, filling station renewal, joint delivery operations, and reinvestment in growth areas continue as Challenge2021 initiatives.
  6. FY2019First statedAnnual report

    「As measures to secure earnings, we will advance supply chain optimization to improve competitiveness, modernize filling stations to ensure a stable regional supply, and further develop our logistics network through the integration of delivery operations. We will actively invest in the next strategy, focusing on growth areas and reallocating the management resources generated through these efficiency improvements.」

    New measures have been explicitly identified to improve efficiency through supply chain optimization, renewal of filling stations, consolidation of delivery operations, and development of the logistics network, and to invest the resources generated in growth areas.
Moved together

"Focused Investment in the Food-Related Sector and Becoming the Market Leader" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333333★123456
  1. ★This thread
  2. 1Focused Investment in the Food-Related Sector and Becoming the Market Leader3×
  3. 2Shareholder Returns Based on Business Performance and Financial Condition3×
  4. 3Strengthening Production and Sales Systems through Investment in Gas Supply Facilities3×
  5. 4Risk of Inability to Pass Electricity and Crude Oil Price Increases on to Selling Prices3×
  6. 5Talent Recruitment and Development and Intra-Group Personnel Exchanges3×
  7. 6Market Price Fluctuation Risk of Held Investment Securities3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Toho Acetylene's next results are scheduled for 2026-11-12. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.