Komori
OKUMURA ENGINEERING corp. (6229) · RiskRestated

Procurement Stoppages and Delays at Overseas Production Sites and Supply Chain Disruptions

First written in FY2021. 3 of 7 entries say "Restated". Latest entry: FY2026.

7entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2022-Q3 – FY2023-Q1RestatedFY2024 – FY20262021: 120212022: 320222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Operating and Country Risk from Concentration of Overseas ProductionA theme 77 companies write about · 79 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 27 of 57 companies on the "Worse" side.

31 other companies' latest entry also says "Restated".

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 77 companies compared. The sentences above are computed from all 77.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The Group’s main overseas production sites for valve product components and other items are in Malaysia and China. There is a risk that the supply of materials and other items may be suspended or delayed due to economic, political, legal and tax, regulatory, disaster-related and other conditions in those countries.」

    The company continues to identify the risks of procurement suspensions and delays at overseas production sites in Malaysia and China, as well as alternative procurement in Japan and the use of inventory at each site.
  2. FY2025RestatedAnnual report

    「The Group’s main overseas production sites for valve product components and other items are in Malaysia and China. There is a risk that the supply of materials and other items may be suspended or delayed due to economic, political, legal and tax, regulatory, disaster-related and other conditions in those countries.」

    The company continues to identify the risks of supply interruptions and delays for materials and other items at overseas production sites in Malaysia and China, and cites alternative procurement in Japan and the use of inventory at each site as countermeasures.
  3. FY2024RestatedAnnual report

    「There is a risk that the supply of materials and other items may be suspended or delayed due to economic, political, legal and tax, regulatory, disaster-related and other conditions in the relevant countries.」

    The company continues to identify the risks of supply interruptions and delays for components and materials at overseas production sites in Malaysia and China, and cites alternative procurement in Japan and the use of inventory at each site as countermeasures.
  4. FY2023-Q1MaterialisedAnnual report

    「Russia’s military invasion of Ukraine and supply chain disruptions resulting from China’s zero-COVID policy are creating global inflationary pressure, raising concerns about adverse effects on the global economy as a whole.」

    Supply chain disruptions resulting from China’s zero-COVID policy are described as an external condition that has actually occurred, giving concrete form to the previously identified risks of supply interruptions and delays.
  5. FY2022WorsenedAnnual report

    「However, risks such as soaring raw material prices and disruptions to logistics are currently present, and the company will monitor market trends continuously, take necessary measures, and manage the business strategically.」

    In addition to the traditional risks of overseas procurement suspensions and delays and component shortages, soaring raw material prices and logistics disruptions have been identified as current risks.
  6. FY2022-Q3WorsenedAnnual report

    「However, the company faces downside risks to the economy, including worsening US-China relations, rising material prices, and shortages of components, particularly semiconductors.」

    In addition to the traditional risks of supply interruptions and delays in overseas procurement, shortages of components, particularly semiconductors, are identified as downside risks to the economy.
  7. FY2021First statedAnnual report

    「There is a risk that the supply of materials and other items may be suspended or delayed due to economic, political, legal and tax, regulatory, disaster-related and other conditions in the relevant countries. This could significantly affect the business activities and performance of the Group. There is also a risk that renewed outbreaks of COVID-19 at suppliers in various countries could lead to plant closures and affect the procurement of materials and other items. The importance of this item has increased as the need to maintain an appropriate supply chain has grown.」

    The company identifies the risks of supply interruptions, delays, and plant closures at overseas production and procurement sites, including in Malaysia and China, and cites alternative procurement in Japan and the use of inventory at each site as countermeasures.
Moved together

"Intensifying Competition and Downward Price Pressure for Ship Exhaust Gas Valves" moved the same way as this thread, in the same document, in 3 of its 7 moves.

332★123
  1. ★This thread
  2. 1Intensifying Competition and Downward Price Pressure for Ship Exhaust Gas Valves3×
  3. 2Surging metal raw material prices and delays in passing through costs3×
  4. 3Fluctuations in Demand for Shipbuilding, Construction and Plants2×

★ 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 OKUMURA ENGINEERING corp. yet.
News
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