Komori
Moresco (5018) · RiskMitigated

Production Impact from Raw Material Supply Suspensions and Changes in Procurement Sources

First written in FY2017. 6 of 9 entries say "Restated". Latest entry: FY2022.

9entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2017RestatedFY2019-Q3 – FY20202017: 120172018: 120182019: 420192020: 220202021: 020212022: 12022
Same theme, other companies
Difficulty continuing production due to raw material supply disruptionsA theme 11 companies write about · 11 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 5 of 7 companies on the "Worse" side.

4 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.
Full recordFilings, disclosures and news, newest first
  1. FY2022MitigatedAnnual report

    「The Company recognizes the need to place greater emphasis on mitigating the impact on earnings through product price increases, material substitution and strengthening the supply chain.」

    In response to raw material supply and price risks, the Company specified product price increases, material substitution and supply chain strengthening.
  2. FY2020RestatedAnnual report

    「The Company will address the procurement of required raw materials by securing suppliers globally and diversifying the raw materials used, but if these measures prove insufficient, the Group's operating results may be affected.」

    The Company reconfirmed its policy of responding to raw material supply stoppages and changes in suppliers by securing suppliers globally and diversifying the raw materials used.
  3. FY2020-Q3RestatedAnnual report

    「For raw material procurement, as supplies of some materials become constrained, the Company will pursue stable procurement and cost reductions through material diversification, global sourcing and other measures.」

    The Company reconfirmed its policy of pursuing stable procurement and cost reductions in response to supply constraints for some materials through material diversification and global sourcing.
  4. FY2020-Q2RestatedAnnual report

    「For raw material procurement, as supplies of some materials become constrained, the Company will pursue stable procurement and cost reductions through material diversification, global sourcing and other measures.」

    The Company reconfirmed its policy of pursuing stable procurement and cost reductions in response to supply constraints for some materials through material diversification and global sourcing.
  5. FY2020-Q1RestatedAnnual report

    「For raw material procurement, as supplies of some materials become constrained, the Company will pursue stable procurement and cost reductions through material diversification, global sourcing and other measures.」

    The Company reconfirmed its policy of pursuing stable procurement and cost reductions in response to supply constraints for some materials through material diversification and global sourcing.
  6. FY2019RestatedAnnual report

    「As supplies of some raw materials become constrained, the Company will promote stable procurement and cost reductions and enhance international competitiveness through global sourcing, supplier diversification and advantageous purchasing.」

    The Company reconfirmed its policy of responding to supply constraints for some raw materials through global sourcing, diversification of suppliers and advantageous purchasing.
  7. FY2019-Q3RestatedAnnual report

    「As environmental regulations, particularly in China, have become more stringent, some raw materials are becoming more difficult to procure.」

    The Company reconfirmed that tighter environmental regulations, particularly in China, have made some raw materials more difficult to procure.
  8. FY2019-Q2MaterialisedAnnual report

    「As environmental regulations, particularly in China, have become more stringent, some raw materials are becoming more difficult to procure.」

    The Company stated that tighter environmental regulations, particularly in China, have in fact made some raw materials more difficult to procure.
  9. FY2017First statedAnnual report

    「The Company may also experience difficulty obtaining raw materials due to supply stoppages caused by disasters, accidents and other events, or the consolidation or withdrawal of businesses or products by suppliers.」

    The Company identified for the first time difficulty obtaining raw materials caused by disasters, accidents and supplier business consolidation or withdrawal as a procurement risk separate from fluctuations in crude oil and naphtha prices.
Moved together

"Slowing Economic Growth in China and Southeast Asia and Uncertainty About the Outlook" moved the same way as this thread, in the same document, in 2 of its 9 moves.

222★123
  1. ★This thread
  2. 1Slowing Economic Growth in China and Southeast Asia and Uncertainty About the Outlook2×
  3. 2Sales Declines Due to Customer Inventory Adjustments2×
  4. 3Southeast and South Asia profits pressured by pre-opening costs at Indian subsidiary2×

★ 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 Moresco yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Production Impact from Raw Material Supply Suspensions and Changes in Procurement Sources | MORESCO Corporation (5018) | Komori