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Taihei Machinery Works,Limited (6342) · RiskMaterialised

Risk of higher manufacturing costs due to rising labor and export/on-site installation costs

First written in FY2019. 3 of 4 entries say "Materialised", first in FY2020. Latest entry: FY2024-Q3.

4entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019MaterialisedFY2020 – FY2024-Q32019: 120192020: 120202021: 020212022: 020222023: 120232024: 1
Same theme, other companies
Profit pressure from higher material, packing and freight, and labor costsA theme 142 companies write about · 145 as a headwind · 0 as a tailwind

Taihei Machinery Works,Limited moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).

The whole theme swung hardest in 2022: 64 of 102 companies on the "Worse" side.

28 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 142 companies compared. The sentences above are computed from all 142.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3MaterialisedAnnual report

    「Profit decreased because costs, including labor costs, increased.」

    Higher costs, including rising labor costs, materialized as a decline in operating profit in the woodworking machinery business.
  2. FY2024-Q1MaterialisedAnnual report

    「Costs increased due to continued rises in procurement material prices and labor costs, but remained generally within the expected range.」

    Higher manufacturing costs, including rising labor costs, have materialized in the cost environment for the first quarter under review.
  3. FY2020MaterialisedAnnual report

    「In the plywood machinery business, costs for exports and local installation work increased, among other reasons, because deliveries of major machinery, including large machines, to overseas markets increased.」

    The previously anticipated increases in labor, export and installation costs materialized as factors that reduced the operating margin on sales for the fiscal year under review.
  4. FY2019First statedAnnual report

    「Manufacturing costs are expected to increase due to a trend toward higher procurement prices for raw materials and rising labor costs. In the plywood machinery business, orders for core machinery for overseas markets remain firm, but many of these machines are large, and costs for exports and installation work at overseas sites are expected to rise.」

    In addition to raw material prices, rising labor, export and local installation costs have newly been identified as factors that could increase future manufacturing costs.
Moved together

"Compensation Costs Arising from Claims Relating to Delivered Products" moved the same way as this thread, in the same document, in 3 of its 4 moves.

332222★123456
  1. ★This thread
  2. 1Compensation Costs Arising from Claims Relating to Delivered Products3×
  3. 2Intensifying Order and Price Competition amid Declining Housing Starts3×
  4. 3Economic Slowdowns in Japan and Overseas and Downside Risk to Capital Investment2×
  5. 4Foreign Exchange Fluctuation Risk Associated with Export Transactions2×
  6. 5Fluctuations in Housing Building Materials Profit Margins Driven by Lumber and Plywood Prices2×
  7. 6Customer credit risk relating to trade receivables2×

★ 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 Taihei Machinery Works,Limited yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of higher manufacturing costs due to rising labor and export/on-site installation costs | Taihei Machinery Works,Limited (6342) | Komori