Komori
Nittoku (6145) · RiskWorsened

Higher Freight Costs Caused by Shipping Disruptions and Container Shortages

First written in FY2021. 3 of 4 entries say "Materialised", first in FY2021. Latest entry: FY2023-Q1.

4entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2021 – FY2023-Q12021: 120212022: 32022
Same theme, other companies
Disruption of Logistics Networks Caused by International Conflicts, Lockdowns and Natural DisastersA theme 32 companies write about · 33 as a headwind · 0 as a tailwind

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

The whole theme swung hardest in 2026: 10 of 13 companies on the "Worse" side.

7 other companies' latest entry also says "Worsened".

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 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q1WorsenedAnnual report

    「Procurement of materials and components for sale remains unstable due to ongoing global supply chain disruptions. Lead times have lengthened rapidly, particularly at most overseas locations, and non-consolidated sales decreased by 10.0% year on year.」

    Continued logistics and supply chain disruptions led to rapidly lengthening lead times at overseas locations, resulting in lower non-consolidated sales.
  2. FY2022MaterialisedAnnual report

    「The outlook remains uncertain due to disruptions in the global supply chain and upward pressure on prices resulting from production and logistics stagnation caused by China’s zero-COVID policy and the Russian Federation’s invasion of Ukraine.」

    Logistics-related risks have continued and become more concrete in the form of global supply chain disruptions associated with China’s policies and the situation in Ukraine.
  3. FY2022-Q3MaterialisedAnnual report

    「In addition, production activity remained sluggish because of shortages of manufactured components, while raw material prices and transportation costs surged, and uncertainty persisted amid the intensifying US-China trade friction and geopolitical risks.」

    Higher transportation costs have continued as an actual business-environment impact related to logistics following shipping disruptions and container shortages.
  4. FY2021MaterialisedAnnual report

    「In exports, transportation costs have recently risen due to logistics disruptions, particularly in ocean shipping, and container shortages.」

    Higher transportation costs have actually resulted from logistics disruptions centered on ocean shipping and container shortages, with insufficient pass-through of these costs and impacts on order terms identified as risks.
Moved together

"Global Political and Economic Trends" moved the same way as this thread, in the same document, in 3 of its 4 moves.

322222★123456
  1. ★This thread
  2. 1Global Political and Economic Trends3×
  3. 215% Operating Margin and Global Leadership2×
  4. 3Precision FA business centered on the winding machine business2×
  5. 4Conflicts and Political Instability2×
  6. 5Rising Component Costs and Unforeseen Events at Suppliers and Outsourcing Partners2×
  7. 6Change in Revenue Recognition Standard and Shift to the Acceptance Basis for the Fiscal Year Ending March 20222×

★ 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
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News
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