Rorze (6323) · RiskDropped
Concentration of Production Bases in Vietnam
First written in FY2016. 1 of 2 entries say "Dropped", first in FY2018. Latest entry: FY2018.
2entries
3years
0from disclosures
How it moved
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.
4 other companies' latest entry also says "Dropped".
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
- FY2018DroppedAnnual reportThe FY2018 business and other risks did not identify concentration at the Vietnam production base as a standalone risk.
- FY2016First statedAnnual report
「If production in Vietnam is disrupted for any reason, making it temporarily difficult to supply products, the Group’s business performance and financial position could be affected.」
Supply concentration risk from making the Vietnamese subsidiary the main production base for cost reductions.