Komori
Ck San-Etsu (5757) · RiskMaterialised

Higher purchase prices for freight, materials and parts

First written in FY2019-Q1. 3 of 7 entries say "Materialised", first in FY2024. Latest entry: FY2026.

7entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019-Q1 – FY2019-Q3MaterialisedFY2024 – FY20252018: 220182019: 120192020: 020202021: 020212022: 020222023: 020232024: 120242025: 220252026: 12026
Same theme, other companies
Industry earnings pressure from rising logistics and raw material costsA theme 12 companies write about · 12 as a headwind · 0 as a tailwind

Ck San-Etsu moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).

The whole theme swung hardest in 2019: 3 of 6 companies on the "Worse" side.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Resource and energy prices surged, and purchase prices for various procured items increased.」

    Increases in resource and energy prices and in purchase prices for various procured items continued to be described as actual management issues, together with an explanation of their pass-through to product prices.
  2. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is concluded that there has been no new occurrence or material change in the risk of higher purchase prices for freight, materials and parts, among other items.
  3. FY2025MaterialisedAnnual report

    「Import prices for food and raw materials rose, pushing up consumer prices. In addition, wages increased as competition for recruitment intensified.」

    Higher import prices for raw materials and rising wages actually occurred as part of the operating environment during the fiscal year.
  4. FY2024MaterialisedAnnual report

    「Resource and energy prices surged, and purchase prices for various procured items increased.」

    After the previous specific description disappeared, increases in resource and energy prices and in purchase prices for various procured items were again explicitly identified as management issues.
  5. FY2019-Q3DroppedAnnual report

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

    Although higher corporate goods prices are mentioned, this filing does not specifically identify the across-the-board increases in freight, materials and parts purchase prices mentioned in the previous quarter.
  6. FY2019-Q2RestatedAnnual report

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

    The increase in expenses such as freight and in purchase prices for materials and parts is reconfirmed as part of the operating environment during the current quarter.
  7. FY2019-Q1First statedAnnual report

    「Expenses such as freight and purchase prices for materials and parts all increased.」

    The increase in expenses such as freight and in purchase prices for materials and parts is described independently for the first time as part of the operating environment during the current quarter.
Moved together

"Risks from fluctuations in copper and zinc prices and raw-material shortages" moved the same way as this thread, in the same document, in 3 of its 7 moves.

32★12
  1. ★This thread
  2. 1Risks from fluctuations in copper and zinc prices and raw-material shortages3×
  3. 2Changes in the economic environment and demand sectors2×

★ 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
Ck San-Etsu's next results are scheduled for 2026-11-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.