Komori
Ck San-Etsu (5757) · RiskDropped

Higher logistics costs due to tight labour supply and demand

First written in FY2018-Q3. 2 of 5 entries say "Dropped", first in FY2018. Latest entry: FY2019-Q3.

5entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018-Q3 – FY2018MaterialisedFY2019-Q1RestatedFY2019-Q2 – FY2019-Q32018: 420182019: 12019
Same theme, other companies
Rising costs due to labor shortages and high fuel prices in the logistics industryA theme 11 companies write about · 11 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 6 of 6 companies on the "Worse" side.

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2019-Q3DroppedAnnual report

    「The Japanese economy saw higher corporate prices, while the labour market remained tight and was effectively at full employment.」

    Although the tight labour market is described, the increase in logistics costs mentioned in the previous quarter is not explicitly stated in this filing.
  2. FY2019-Q2RestatedAnnual report

    「Expenses such as freight charges and purchase prices for materials and parts rose across the board.」

    It states that expenses such as freight charges and purchase prices for materials and parts continued to rise.
  3. FY2019-Q1MaterialisedAnnual report

    「In addition, the labour market remained tight and was effectively at full employment. Expenses such as freight charges and purchase prices for materials and parts rose across the board.」

    The filing states that expenses such as freight charges increased while the labour market remained tight, again showing the impact of higher logistics costs in the results.
  4. FY2018DroppedAnnual report

    「The labour market was tight and was effectively at full employment.」

    Although the tight labour market is described, the increase in logistics costs mentioned in the previous quarter is not explicitly stated in this filing.
  5. FY2018-Q3First statedAnnual report

    「In addition, labour supply and demand tightened, and logistics costs increased.」

    The filing describes the increase in logistics costs accompanying the tight labour supply and demand situation as part of the operating environment during the cumulative third quarter period.
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
Ck San-Etsu's next results are scheduled for 2026-11-13. Read the earnings preview
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