Komori
Access (4813) · RiskWorsened

Surging Raw Material Prices and Supply Chain Disruptions

First written in FY2023-Q1. 2 of 6 entries say "Restated". Latest entry: FY2025-H1.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2023-Q3WorsenedFY2024-Q2 – FY2025-H12022: 320222023: 220232024: 12024
Same theme, other companies
Downside risk to the economy from higher raw material costs and supply constraintsA theme 23 companies write about · 23 as a headwind · 0 as a tailwind

Access moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).

The whole theme swung hardest in 2022: 9 of 17 companies on the "Worse" side.

9 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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1WorsenedAnnual report

    「During the interim consolidated accounting period (1 February 2024 to 31 July 2024), rising service prices hindered progress toward disinflation in the global economy. Together with concerns about trade friction and the prolonged elevation of resource and energy prices, this complicated the normalization of monetary policy, while concerns about downside risks to the economy also emerged.」

    In addition to the prolonged elevation of resource and energy prices, rising service prices, concerns about trade friction, complications in normalizing monetary policy and downside risks to the economy were listed, indicating a broadening range of sources of macroeconomic instability.
  2. FY2024-Q2WorsenedAnnual report

    「During the second quarter of the fiscal year (1 February 2023 to 31 July 2023), the global economy remained generally unstable. In addition to the prolonged elevation of resource and energy prices, concerns about an economic slowdown due to high inflation in some regions and monetary tightening were evident.」

    The prolonged elevation of resource and energy prices was explicitly stated, and business-environment cost and supply risks, including soaring raw-material costs and supply-chain disruptions, continue.
  3. FY2024-Q1SoftenedAnnual report

    「Although the surge in resource and energy prices triggered by the Ukraine crisis has begun to ease」

    The wording shifted from the previous references to soaring raw-material costs and supply-chain disruptions to an acknowledgement that the surge in resource and energy prices has begun to ease. At the same time, the prolonged conflict, inflation and financial instability were cited as new factors contributing to uncertainty.
  4. FY2023-Q3RestatedAnnual report

    「Although soaring raw-material costs, supply-chain disruptions, Russia’s invasion of Ukraine and other destabilizing factors remain, uncertainty about the outlook continues overall.」

    Uncertainty in the global economy caused by soaring raw-material costs, supply-chain disruptions, Russia’s invasion of Ukraine and other factors continues.
  5. FY2023-Q2RestatedAnnual report

    「Soaring raw-material costs and supply-chain disruptions」

    Soaring raw-material costs and supply-chain disruptions continued to be cited as factors contributing to uncertainty about the outlook for the global economy, following the previous quarter.
  6. FY2023-Q1First statedAnnual report

    「Soaring raw-material costs and supply-chain disruptions」

    Soaring raw-material costs and supply-chain disruptions were identified independently for the first time as factors contributing to uncertainty about the outlook for the global economy in the first quarter. The main text does not describe any direct impact on the group.
Moved together

"Sufficient Liquidity to Support Product Development Investment and M&A" moved the same way as this thread, in the same document, in 2 of its 6 moves.

22★12
  1. ★This thread
  2. 1Sufficient Liquidity to Support Product Development Investment and M&A2×
  3. 2Worsening High Inflation and Financial Instability2×

★ 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
No upcoming earnings preview for Access yet.
News
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