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Samco (6387) · RiskRestated

Supply Constraints Caused by Global Component Shortages and Logistics Disruptions

First written in FY2022-Q1. 6 of 10 entries say "Restated". Latest entry: FY2026-H1.

10entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2022-Q2 – FY2022RestatedFY2023-Q1 – FY2026-H12021: 12022: 420222023: 320232024: 120242025: 020252026: 12026
Same theme, other companies

The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.

51 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 173 companies compared. The sentences above are computed from all 173.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the current interim accounting period, there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes to the previously disclosed supply constraint risks, including global shortages of materials and logistics disruptions.
  2. FY2024-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company states that there have been no material changes to the previously disclosed supply constraint risks, including global shortages of materials and logistics disruptions.
  3. FY2024-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes to the previously disclosed supply constraint risks, including global shortages of materials and logistics disruptions.
  4. FY2023-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company states that there have been no material changes to the previously disclosed supply constraint risks, including global shortages of materials and logistics disruptions.
  5. FY2023-Q2RestatedAnnual report

    「During the cumulative second-quarter period, the global economy continued to face an uncertain outlook because of surging resource and energy prices following developments in Ukraine, policy rate hikes in Europe and the United States in response to inflation risks, sharp foreign-exchange fluctuations, and the impact of COVID-19 on supply chains.」

    The company states that the impact of the pandemic on the supply chain continues, reconfirming the existing supply constraint risks.
  6. FY2023-Q1RestatedAnnual report

    「During the cumulative first-quarter period, the global economy continued to face an uncertain outlook because of surging resource and energy prices following developments in Ukraine, policy rate hikes in Europe and the United States in response to inflation risks, sharp foreign-exchange fluctuations, and the impact of COVID-19 on supply chains.」

    The company states that the impact of the pandemic on the supply chain continues, reconfirming the existing supply constraints and logistics risks.
  7. FY2022WorsenedAnnual report

    「The outlook remains uncertain due to soaring resource and food prices resulting from the situation in Ukraine, policy rate hikes in Europe and the United States in response to inflation risks, and foreign exchange fluctuations.」

    Amid continued global shortages of materials and logistics disruptions, soaring resource and food prices associated with the situation in Ukraine, rate hikes to address inflation, and foreign exchange fluctuations became additional supply and cost factors.
  8. FY2022-Q3WorsenedAnnual report

    「Supply has been unable to keep pace with the increase in demand, which recovered rapidly, resulting in supply constraint issues such as a global shortage of materials and logistics bottlenecks. In addition, the outlook remains uncertain due to factors including soaring resource prices following the situation in Ukraine.」

    With supply constraints continuing, soaring resource prices resulting from the situation in Ukraine have emerged as a new source of uncertainty.
  9. FY2022-Q2WorsenedAnnual report

    「Supply has been unable to keep pace with the increase in demand, which recovered rapidly, resulting in supply constraint issues such as a global shortage of materials and logistics bottlenecks.」

    The company continues to describe supply constraints in more specific terms as a situation in which supply is unable to keep pace with rapidly recovering demand.
  10. FY2022-Q1First statedAnnual report

    「Supply constraint issues, including a global shortage of materials and logistics bottlenecks, have arisen amid disruptions to global supply chains, including in Japan, and the outlook remains uncertain.」

    Against a backdrop including temporary closures of plants in Southeast Asia due to the Delta variant, the company separately identified for the first time the actual occurrence of supply constraints caused by global supply chain disruptions, material shortages and logistics bottlenecks.
Moved together

"Broad demand for cleaning equipment and repeat sales" moved the same way as this thread, in the same document, in 3 of its 10 moves.

333★123
  1. ★This thread
  2. 1Broad demand for cleaning equipment and repeat sales3×
  3. 2Economic Slowdown in China and Emerging Markets and Uncertainty over the Outlook for the Global Economy3×
  4. 3Increase in equity ratio3×

★ 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.

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Supply Constraints Caused by Global Component Shortages and Logistics Disruptions | SAMCO INC. (6387) | Komori