Pricing pressure from yen appreciation and intensifying competition
First written in FY2017-Q1. 4 of 8 entries say "Restated". Latest entry: FY2024.
Taisei Lamick Group Head Quarter & Innovation moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).
The whole theme swung hardest in 2026: 39 of 86 companies on the "Worse" side.
107 other companies' latest entry also says "Restated".
- FY2024RestatedAnnual report
「Numerous market participants manufacture and sell products in the packaging film and packaging machinery fields handled by the company, and competition is generally becoming increasingly intense.」
The company continues to recognize that there are many market participants in both the packaging film and packaging machinery fields and that competition is intensifying. - FY2022WorsenedAnnual report
「Numerous market participants manufacture and sell products in the packaging film and packaging machinery fields handled by the company, and competition is generally becoming increasingly intense.」
The company stated that numerous market participants operate in the packaging film and packaging machinery fields and that competition is generally intensifying. - FY2019WorsenedAnnual report
「The Group's business performance and financial position may be affected by a rapid decline in demand and further intensification of price competition.」
In addition to intensifying competition caused by excess supply, the company explicitly identifies a rapid decline in demand and further intensification of price competition, broadening the scope of competition and market-price risks. - FY2018WorsenedAnnual report
「In the flexible packaging materials industry that forms the Group's business base, intensifying competition caused by excess supply within the industry means that constant technological innovation and cost reductions are required to respond to diverse customer needs, demand trends and pricing trends.」
The company explicitly identifies excess supply within the industry and intensifying competition as structural risks, in addition to the previously difficult environment attributable to yen appreciation and other factors. - FY2018-Q1RestatedAnnual report
「In the flexible packaging materials industry, although there were many concerns, including the future impact of higher crude oil prices since the second half of the previous year on raw material prices and signs that the inbound consumption boom was easing, demand for packaging materials remained firm, supported by high temperatures and other factors from the beginning of spring onward.」
The company states that demand for packaging materials remained firm despite concerns over higher crude oil prices and signs that the inbound consumption boom was easing. - FY2017-Q3RestatedAnnual report
「In the flexible packaging materials industry, conditions remained difficult because of a decline in inbound consumption and other factors resulting from renewed yen appreciation, although fluctuations in crude oil prices were limited and their impact on raw material prices was minor.」
The difficult business environment caused by renewed yen appreciation and the decline in inbound consumption has continued. - FY2017-Q2RestatedAnnual report
「In the flexible packaging materials industry, conditions remained difficult because of a decline in inbound consumption and other factors resulting from renewed yen appreciation, although fluctuations in crude oil prices were limited and their impact on raw material prices was minor.」
The company reiterates the difficult business environment caused by renewed yen appreciation and the decline in inbound consumption. - FY2017-Q1First statedAnnual report
「In the flexible packaging materials industry, conditions remained difficult as pricing competition with competitors intensified because of a renewed appreciation of the yen and a moderate rise in crude oil prices.」
The company states that pricing competition with competitors has emerged as a real business-environment challenge against the backdrop of renewed yen appreciation and rising crude oil prices.