Yuki Gosei Kogyo (4531) · RiskRestated
Tight Ocean Freight Supply and Demand Conditions from Port Disruptions and Container Shortages
First written in FY2022-Q2. 1 of 2 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2022-Q3.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Disruption of Logistics Networks Caused by International Conflicts, Lockdowns and Natural DisastersA theme 29 companies write about · 30 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 8 of 11 companies on the "Worse" side.
11 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 29 companies compared. The sentences above are computed from all 29.Full recordFilings, disclosures and news, newest first
- FY2022-Q3RestatedAnnual report
「However, in addition to concerns over another increase in new infections, tight maritime transport capacity and rising raw material and fuel prices are expected to mean that it will still take considerable time for economic activity to return to normal.」
Tight maritime transport capacity continues, and the company states that it will still take time for economic activity to return to normal. No new developments or completed countermeasures have been indicated since the previous quarter. - FY2022-Q2MaterialisedAnnual report
「With raw materials and fuel gradually becoming more expensive, and with worsening port conditions worldwide and container shortages tightening supply and demand for maritime transport, it is expected to take some time before conditions return to normal.」
The company has, for the first time, identified the tightening of supply and demand for maritime transport caused by worsening port conditions worldwide and container shortages as an external risk that is actually occurring. It states that normalization will still take time.