Mino Ceramic (5356) · RiskDropped
Delays in raw material deliveries due to a shortage of ocean containers
First written in FY2021. 1 of 3 entries say "Restated". Latest entry: FY2024.
3entries
4years
0from disclosures
How it moved
Same theme, other companies
Disruption of Logistics Networks Caused by International Conflicts, Lockdowns and Natural DisastersA theme 45 companies write about · 47 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2021: 13 of 26 companies on the "Worse" side.
4 other companies' latest entry also says "Dropped".
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 45 companies compared. The sentences above are computed from all 45.Full recordFilings, disclosures and news, newest first
- FY2024DroppedAnnual report
「We will work to procure materials as needed and improve delivery reliability.」
This filing no longer describes the risk and response specifically related to the shortage of ocean containers, replacing them with general statements about materials procurement and delivery reliability. - FY2022RestatedAnnual report
「We will continue to arrange raw materials early in an effort to avoid delivery delays caused by the shortage of ocean containers.」
The risk of delays in raw material deliveries caused by a shortage of ocean containers and the response of arranging raw materials early continue to be described. - FY2021First statedAnnual report
「We will also arrange raw materials early in an effort to avoid delivery delays caused by the shortage of ocean containers.」
Delays in raw material deliveries caused by a shortage of ocean containers are identified as a new procurement and logistics risk for the refractories business.