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MANAC Chemical Partners (4360) · RiskWorsened

Disruptions to business activities due to uncertainty in logistics and foreign exchange effects

First written in FY2022. 5 of 10 entries say "Restated". Latest entry: FY2026.

10entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2 – FY2024-Q32022: 320222023: 320232024: 120242025: 020252026: 32026
Same theme, other companies
Disruption of Logistics Networks Caused by International Conflicts, Lockdowns and Natural DisastersA theme 48 companies write about · 51 as a headwind · 0 as a tailwind

MANAC Chemical Partners moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).

The whole theme swung hardest in 2026: 13 of 20 companies on the "Worse" side.

11 other companies' latest entry also says "Worsened".

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 48 companies compared. The sentences above are computed from all 48.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「If instability in the Middle East leads to another surge in raw material and energy prices, disruptions to logistics, geopolitical risks and other factors, together with developments in US administration policy and economic conditions in Japan and overseas, disrupt the continuation of the Group's production, logistics, sales or other business activities, they may affect its performance and financial condition.」

    Disruptions to logistics and geopolitical risks are highlighted as risks to business continuity linked to another surge in raw material and energy prices and developments in US administration policy.
  2. FY2024-Q3RestatedAnnual report

    「During the third quarter of the fiscal year under review, Japan’s economy continued to recover moderately as personal consumption and capital investment picked up. However, the global economy remained uncertain due to higher prices for raw materials and fuel and energy resulting from the situation in Ukraine and elsewhere, and the slowdown in China’s economy.」

    It describes the continuing uncertainty over the outlook for the global economy, together with soaring raw material and fuel energy prices and the slowdown in the Chinese economy.
  3. FY2024-Q2RestatedAnnual report

    「Meanwhile, the global economy remains uncertain, with higher prices for raw materials and fuel and energy and foreign exchange fluctuations resulting from the prolonged tensions surrounding Ukraine.」

    It continues to describe uncertainty surrounding business activities due to overseas conditions, soaring prices, foreign exchange fluctuations and other factors.
  4. FY2024-Q1RestatedAnnual report

    「Meanwhile, the global economy remains uncertain, with higher prices for raw materials and fuel and energy and foreign exchange fluctuations resulting from the prolonged tensions surrounding Ukraine.」

    It continues to describe uncertainty surrounding business activities due to overseas conditions, soaring prices, foreign exchange fluctuations and other factors.
  5. FY2023-Q3RestatedAnnual report

    「In the global economy, uncertainty about the outlook increased due to heightened tensions surrounding Ukraine, higher prices for raw materials and fuel and energy, and foreign exchange fluctuations.」

    It continues to describe uncertainty surrounding business activities due to soaring raw material and fuel energy prices, foreign exchange fluctuations and other factors.
  6. FY2023-Q2RestatedAnnual report

    「In the global economy, uncertainty about the outlook increased due to heightened tensions surrounding Ukraine, higher prices for raw materials and fuel and energy, and foreign exchange fluctuations.」

    It continues to describe uncertainty surrounding business activities due to foreign exchange fluctuations and other factors. It states that there have been no material changes in business and other risks.
  7. FY2023-Q1MaterialisedAnnual report

    「In the global economy, uncertainty about the outlook increased due to heightened tensions surrounding Ukraine, supply chain disruptions caused by lockdowns in China, higher prices for raw materials and fuel and energy, and foreign exchange fluctuations.」

    Disruptions to supply chains caused by lockdowns in China, soaring raw material and fuel energy prices, and foreign exchange fluctuations are occurring as actual business conditions.
  8. FY2022First statedAnnual report

    「If the prolonged COVID-19 pandemic, geopolitical risks, economic conditions in Japan and overseas, soaring prices for raw materials, fuel, energy and equipment materials, uncertainty in logistics, or foreign exchange effects disrupt the continuation of the Group's production, logistics, sales or other business activities, they may affect its performance and financial condition.」

    It indicates that external conditions, including uncertainty in logistics and foreign exchange effects, may affect the continuation of production, logistics and sales activities.
Moved together

"Disruptions to raw material procurement due to disasters, overseas policies and geopolitical risks" moved the same way as this thread, in the same document, in 4 of its 10 moves.

43★12
  1. ★This thread
  2. 1Disruptions to raw material procurement due to disasters, overseas policies and geopolitical risks4×
  3. 2Higher raw material costs due to raw material market conditions and foreign exchange fluctuations3×

★ 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
MANAC Chemical Partners's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-06-08: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Disruptions to business activities due to uncertainty in logistics and foreign exchange effects | MANAC Chemical Partners Co.,Ltd (4360) | Komori