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Nakamura Choukou (6166) · RiskWorsened

Risks of Supply Suspensions and Soaring Prices for Raw Materials and Components

First written in FY2016. 6 of 10 entries say "Restated". Latest entry: FY2026.

10entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016RestatedFY2023-Q3 – FY2026-H12016: 120162017: 020172018: 020182019: 020192020: 020202021: 120212022: 120222023: 220232024: 220242025: 220252026: 12026
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 76 companies write about · 76 as a headwind · 0 as a tailwind

Nakamura Choukou moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 34 of 52 companies on the "Worse" side.

25 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 76 companies compared. The sentences above are computed from all 76.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Resource prices and logistics costs remain elevated due to unstable international conditions and the impact of the yen's depreciation. If raw material and energy costs rise to levels that make it difficult to pass the increases on to selling prices in our group's business, higher manufacturing costs may reduce profits and affect the group's operating results and financial condition.」

    In addition to raw material and energy prices, persistently high resource prices and logistics costs, together with the risk of lower profits due to difficulty passing the increases on to selling prices, were explicitly identified.
  2. FY2026-H1RestatedAnnual report

    「In the global economy, uncertainty over the economic outlook has increased due to shifts in U.S. policy, while the Russia-Ukraine conflict and tensions in the Middle East have continued for an extended period. In addition, the global situation surrounding Japan's economy remains unpredictable due to the delayed recovery of China's economy and persistently high raw material and energy costs.」

    Difficult external conditions, including the delayed recovery of China's economy and persistently high raw material and energy costs, continued to be evident.
  3. FY2025RestatedAnnual report

    「Raw material and energy costs also remain elevated, and the global situation surrounding Japan's economy continues to be unpredictable, with uncertainty increasing.」

    Difficult conditions in the procurement and cost environment resulting from persistently high raw material and energy costs were said to be continuing.
  4. FY2025-H1RestatedAnnual report

    「Raw material and energy costs also remain elevated, and the global situation surrounding Japan's economy continues to be unpredictable.」

    Difficult conditions in the procurement and cost environment resulting from persistently high raw material and energy costs were said to be continuing.
  5. FY2024-Q3RestatedAnnual report

    「Conditions remain difficult due to global inflation driven by persistently high raw material and energy prices, foreign exchange movements resulting from continued monetary tightening, and slower growth caused by the property downturn and weak domestic and external demand in China,」

    Difficult conditions in the procurement and cost environment, including persistently high raw material and energy prices, continued to be evident.
  6. FY2024-Q1RestatedAnnual report

    「The outlook remains uncertain due to the prolonged Russia-Ukraine situation, rising inflation stemming from soaring raw material and energy prices, and foreign exchange movements resulting from the implementation of global monetary tightening policies,」

    Uncertainty in the procurement and cost environment, including soaring raw material and energy prices, continued to be evident.
  7. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter, Japan's economy showed signs of moving toward the normalization of economic activity as the impact of COVID-19 continued for an extended period, but the outlook remained uncertain due to the impact of the semiconductor shortage, sharp foreign exchange movements, and soaring raw material and energy prices.」

    The semiconductor shortage, sharp foreign exchange movements, and soaring raw material and energy prices continued to present risks in the business environment.
  8. FY2023-Q1WorsenedAnnual report

    「The semiconductor shortage remains unresolved, and the outlook remains uncertain due to the impact of the yen's rapid depreciation and soaring raw material and energy prices.」

    In addition to the ongoing semiconductor shortage, soaring raw material and energy prices emerged as actual business-environment factors, increasing procurement and cost risks.
  9. FY2022-Q2MaterialisedAnnual report

    「The outlook remains uncertain due to the continuing impact of the global semiconductor shortage and rising prices for components and raw materials.」

    The previously anticipated risk of component and raw material shortages and price increases materialized in the business environment through the global semiconductor shortage and rising component and raw material prices.
  10. FY2016First statedAnnual report

    「The procurement of raw materials and components may be hindered by price increases and shortages resulting from changes in market conditions, suspension of operations or reduced supply capacity at suppliers, supplier bankruptcies, natural disasters and other events.」

    The company maintains master agreements with multiple suppliers as a measure to ensure stable procurement.
Moved together

"Large-Scale Capital Investment and the Risks of Excess Capacity and Impairment" moved the same way as this thread, in the same document, in 3 of its 10 moves.

32222★12345
  1. ★This thread
  2. 1Large-Scale Capital Investment and the Risks of Excess Capacity and Impairment3×
  3. 2Recovery in the Specialized Precision Equipment Business and Development of New Customers2×
  4. 3FY2016 performance improvement and expansion of the electronic material slicing-related business2×
  5. 4Risk of Failure to Achieve the Business Plan Due to Changes in the Solar Cell Market and Policies2×
  6. 5Takeover Risk Due to Share Dilution and the Absence of Stable Shareholders2×

★ 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 Nakamura Choukou yet.
News
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Risks of Supply Suspensions and Soaring Prices for Raw Materials and Components | NAKAMURA CHOUKOU CO.,LTD. (6166) | Komori