Komori
Toyo Gosei (4970) · RiskMitigated

Logistics Delays Caused by Labor Shortages at Overseas Ports and a Lack of Containers

First written in FY2022-Q1. 3 of 7 entries say "Mitigated", first in FY2022-Q2. Latest entry: FY2023-Q3.

7entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q1MitigatedFY2022-Q2RestatedFY2022-Q3 – FY2022MaterialisedFY2023-Q1MitigatedFY2023-Q2 – FY2023-Q32021: 220212022: 420222023: 12023
Same theme, other companies
Disruption of Logistics Networks Caused by International Conflicts, Lockdowns and Natural DisastersA theme 39 companies write about · 41 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 12 of 23 companies on the "Worse" side.

6 other companies' latest entry also says "Mitigated".

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 39 companies compared. The sentences above are computed from all 39.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3MitigatedAnnual report

    「Global logistics disruptions were moving toward normalization」

    States that global logistics disruptions stemming from infectious disease were moving toward normalization.
  2. FY2023-Q2MitigatedAnnual report

    「The electronic materials industry saw global logistics disruptions stemming from the spread of infectious disease move toward normalization,」

    States that global logistics disruptions stemming from infectious disease were moving toward normalization.
  3. FY2023-Q1MaterialisedAnnual report

    「While the global semiconductor supply shortage continued, the electronic materials industry experienced global logistics disruptions stemming from the spread of infectious disease and inventory adjustments in certain areas, although」

    States that global logistics disruptions stemming from the spread of infectious disease and inventory adjustments in certain areas actually occurred.
  4. FY2022RestatedAnnual report

    「Both products faced an extremely challenging environment for securing raw materials and shipping products because of difficulties in obtaining some raw materials and higher prices, as well as shortages of container ships and delays caused by disruptions in port logistics. Nevertheless, sales of both products increased as the Company worked to ensure stable supply through communication with customers and procurement from multiple suppliers.」

    Amid continuing shortages of container ships, delays and disruptions in port logistics, the Company is working to ensure stable supply through procurement from multiple suppliers and cooperation with customers.
  5. FY2022-Q3RestatedAnnual report

    「Nevertheless, sales of both related products increased as the Company worked to ensure stable supply through procurement from multiple suppliers and communication with customers.」

    As difficulties in obtaining raw materials, disruptions in port logistics, container ship delays and tight transportation capacity continued, the Company continued to address stable supply through procurement from multiple suppliers and communication with customers.
  6. FY2022-Q2MitigatedAnnual report

    「Sales of synthetic fragrance materials used in toiletries, where demand remained strong, performed steadily. Procurement of raw materials faced an extremely challenging environment, including difficulties in obtaining materials and higher prices resulting from the global economic recovery, as well as a shortage of container ships and delays caused by labor shortages at overseas ports. However, by securing raw materials from multiple suppliers and focusing on communication with customers and shipping companies to ensure stable supply, sales increased for both electronic materials and fragrance materials.」

    Delays caused by a shortage of container ships and labor shortages at overseas ports have continued and become more pronounced, but the Company worked to ensure stable supply through procurement from multiple suppliers and cooperation with customers and shipping companies, leading to increased sales.
  7. FY2022-Q1First statedAnnual report

    「As the economic recovery progressed and international trade in chemicals became more active, delays occurred because of prolonged labor shortages at overseas ports and a shortage of cargo space on container ships. However, sales increased as the Company worked to ensure stable supply through communication with customers and shipping companies.」

    Logistics delays caused by labor shortages at overseas ports and a shortage of cargo space on container ships actually occurred, but the Company worked to ensure stable supply through communication with customers and shipping companies.
Moved together

"Building a stable earnings platform by enhancing the competitiveness of the chemical products business" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333222★123456
  1. ★This thread
  2. 1Building a stable earnings platform by enhancing the competitiveness of the chemical products business3×
  3. 2Expansion of photosensitive materials sales driven by growing demand for semiconductors and displays3×
  4. 3Capital Investment in Production Capacity, Production Efficiency and R&D Capabilities3×
  5. 4Building a Business Foundation for Stable Profit Generation2×
  6. 5Development of High-Performance Photosensitive Materials such as ArF and PAG and Expansion of Production Capacity2×
  7. 6Steady sales of formulated products for electronic materials and growth in business revenue2×

★ 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
Toyo Gosei's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.