Komori
Daiwa Cycle (5888) · RiskRestatedLatest Investor presentation (2026-09-14): "Materialised"

Soaring Prices for Raw Materials such as Steel, Resins and Synthetic Rubber

First written in FY2024. 2 of 4 entries say "Materialised", first in 2026-06-12. Latest entry: 2026-09-14.

4entries
3years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – FY2025Materialised2026-06-12 – 2026-09-142024: 120242025: 120252026: 22026
Same theme, other companies
Raw material price and procurement risks for metals, resins, etc.A theme 73 companies write about · 73 as a headwind · 0 as a tailwind

Daiwa Cycle moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 27 of 53 companies on the "Worse" side.

20 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 73 companies compared. The sentences above are computed from all 73.
Moved together

"Increase in Operating Margin on Sales" moved the same way as this thread, in the same document, in 2 of its 4 moves.

2★1
  1. ★This thread
  2. 1Increase in Operating Margin on Sales2×

★ 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 Daiwa Cycle yet. It last moved in the Investor presentation of 2026-09-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Soaring Prices for Raw Materials such as Steel, Resins and Synthetic Rubber | DAIWA CYCLE CO.,LTD. (5888) | Komori