Komori
Ame Kaze Taiyo (5616) · RiskMaterialised

Rising Prices and Logistics Costs

First written in FY2023. 2 of 5 entries say "Restated". Latest entry: FY2026-H1.

5entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – 2026-05-152024: 120242025: 120252026: 32026
Same theme, other companies
Rising business costs due to yen depreciation, geopolitical risks and inflationA theme 27 companies write about · 27 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 14 of 20 companies on the "Worse" side.

3 other companies' latest entry also says "Materialised".

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 27 companies compared. The sentences above are computed from all 27.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MaterialisedAnnual report

    「Meanwhile, prices continue to rise due to persistently high raw-material and supplies prices and soaring logistics costs caused by higher crude oil prices amid turmoil in the Middle East.」

    The company stated that inflation caused by high crude oil prices, persistently high raw-material and supplies prices and soaring logistics costs is continuing, indicating that the existing price and logistics-cost risk is materializing.
  2. FY2024RestatedAnnual report

    「If producers’ listing prices rise due to higher costs, including fuel costs incurred before harvesting agricultural and marine products, or if delivery costs rise due to higher fuel and labor costs for logistics operators, this may affect consumers’ willingness to purchase and, in turn, our financial condition and operating results.」

    The company reiterated the risk that higher fuel, production, logistics and labor costs could affect purchasing intentions and results, assessing the impact as medium.
  3. FY2023First statedAnnual report

    「If producers’ listing prices rise due to higher costs, including fuel costs incurred before harvesting agricultural and marine products, or if delivery costs rise due to higher fuel and labor costs for logistics operators, this may affect consumers’ willingness to purchase and, in turn, our financial condition and operating results.」

    Higher fuel, production, logistics and labor costs may affect consumers’ willingness to purchase and the company’s results.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Ame Kaze Taiyo yet. It last moved in the Other Disclosures of 2026-05-20: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising Prices and Logistics Costs | Ame Kaze Taiyo,Inc. (5616) | Komori