Smaregi (4431) · RiskRestated
Supply constraints caused by the semiconductor shortage
First written in FY2023-Q1. 1 of 2 entries say "Restated". Latest entry: FY2023-Q2.
2entries
1years
0from disclosures
How it moved
Same theme, other companies
Risk of higher costs and weaker earnings due to shortages and procurement difficulties involving components and raw materialsA theme 162 companies write about · 168 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
41 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 162 companies compared. The sentences above are computed from all 162.Full recordFilings, disclosures and news, newest first
- FY2023-Q2RestatedAnnual report
「At the same time, the global economy remains uncertain, with soaring resource and raw material prices, rising inflation, and sharp fluctuations in foreign exchange rates.」
半導体不足による供給制約に加え、資源・原材料価格高騰、物価上昇、為替変動などの外部環境を引き続き不透明要因として記載している。 - FY2023-Q1First statedAnnual report
「当第１四半期累計期間（2022年５月１日から2022年７月31日まで）における我が国経済は、新型コロナウイルス感染症の状況や半導体不足による供給制約に左右されつつも、社会経済活動の正常化に向けた動きが見られました。」
半導体不足による供給制約が経済を左右する外部環境として初めて明示された。会社固有の業績への直接的な影響は本文中で特定されていない。