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Media Links (6659) · RiskRestated

Risk of Surging Raw-Material Prices

First written in FY2023-Q1. 8 of 11 entries say "Restated". Latest entry: 2026-07-30.

11entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2023-Q2 – FY2023-Q3RestatedFY2023 – 2026-07-302022: 220222023: 420232024: 220242025: 220252026: 12026
Same theme, other companies
Growing uncertainty in the business environment due to surging oil and raw material pricesA theme 32 companies write about · 32 as a headwind · 0 as a tailwind

Media Links moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).

The whole theme swung hardest in 2022: 16 of 28 companies on the "Worse" side.

20 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 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-30RestatedEarnings

    「The escalation of tensions in the Middle East, higher procurement and production costs resulting from soaring resource and raw material prices, and rising prices, among other factors, continue to make the outlook extremely uncertain.」

    The Company continues to describe the impact of soaring resource and raw material prices on procurement and production costs.
  2. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, the Japanese economy continued on a moderate recovery trend, supported by improvements in employment and income conditions and increased inbound consumption. However, the outlook remained extremely uncertain because of the prolonged geopolitical risks surrounding the situations in Russia and Ukraine and in the Middle East, the effects of US trade policy, soaring resource and raw material prices, rising prices and foreign exchange fluctuations.」

    The company continues to describe uncertainty in the business environment, including soaring resource and raw material prices. It has not identified the risk of soaring raw material prices as a new material change.
  3. FY2025RestatedAnnual report

    「The outlook remains extremely uncertain because of soaring resource and raw material prices, rising prices and significant foreign exchange fluctuations.」

    The company continues to describe uncertainty in the business environment, including soaring resource and raw material prices, rising prices and foreign exchange fluctuations.
  4. FY2025-H1RestatedAnnual report

    「Meanwhile, the outlook remains extremely uncertain due to the prolonged geopolitical risks surrounding the situations in Russia and Ukraine and in the Middle East, soaring resource and raw material prices, rising prices and major fluctuations in foreign exchange rates.」

    The company describes a business environment in which resource and raw material prices continue to rise and foreign exchange markets remain highly volatile, and continues to recognize the risk of soaring raw material prices.
  5. FY2024-Q3RestatedAnnual report

    「In addition, the increasing trend toward yen depreciation in the foreign exchange market has contributed to continued increases in resource and raw material prices, and the outlook remains extremely uncertain.」

    Soaring resource and raw material prices, driven by the weaker yen and geopolitical risks, have continued, and the company continues to recognize the business environment as uncertain.
  6. FY2024-Q2RestatedAnnual report

    「Meanwhile, resource and raw material prices have continued to rise due to the prolonged geopolitical risks surrounding the situation in Russia and Ukraine, the further weakening trend of the yen in the foreign exchange market and other factors, leaving the outlook extremely uncertain.」

    Soaring resource and raw material prices, driven by the weaker yen and geopolitical risks, have continued, and the company continues to recognize the business environment as uncertain.
  7. FY2024-Q1RestatedAnnual report

    「However, the timing of the normalization of the semiconductor market and the resolution of the effects of geopolitical risks remains unclear, creating uncertainty regarding the extent and duration of their impact on future sales and operating cash flow.」

    Against a backdrop of soaring resource and raw material prices associated with geopolitical risks, uncertainty in the business environment, including raw material and component costs, continues.
  8. FY2023RestatedAnnual report

    「There is still no clear end in sight to soaring energy and raw material prices or the normalization of the semiconductor shortage, while foreign exchange markets also remain unstable. The outlook therefore remains uncertain.」

    Soaring raw material prices, the ongoing semiconductor shortage and foreign exchange market instability continue to be cited as sources of uncertainty in the business environment.
  9. FY2023-Q3WorsenedAnnual report

    「In addition to the prolonged situation surrounding Russia and Ukraine, chronic semiconductor shortages and soaring resource and raw material prices were observed.」

    Soaring raw material prices continued, while soaring resource prices and a chronic semiconductor shortage were also cited. Uncertainty surrounding raw material and component costs continues.
  10. FY2023-Q2WorsenedAnnual report

    「In addition to the prolonged geopolitical risks surrounding the Russia-Ukraine situation, the outlook remains extremely uncertain due to the ongoing semiconductor shortage and rising resource and raw material prices resulting from the sharp depreciation of the yen.」

    In addition to soaring raw material prices, the company explicitly cited increases in resource and raw material prices caused by the sharp depreciation of the yen, which continued to be identified as a source of uncertainty alongside the semiconductor shortage and geopolitical risks.
  11. FY2023-Q1First statedAnnual report

    「In addition, the outlook remains extremely uncertain because of the continuing semiconductor shortage, soaring raw material prices and foreign exchange trends, among other factors.」

    The company identified soaring raw material prices for the first time as a separate issue, alongside the semiconductor shortage and foreign exchange trends, as a source of uncertainty in the business environment.
Moved together

"Legal, Regulatory and Geopolitical Risks Associated with Overseas Expansion" moved the same way as this thread, in the same document, in 2 of its 11 moves.

222222★123456
  1. ★This thread
  2. 1Legal, Regulatory and Geopolitical Risks Associated with Overseas Expansion2×
  3. 2Increased R&D investment to support growth2×
  4. 3Dependence on equipment renewal cycles and new demand2×
  5. 4Risk of fluctuations in broadcasting standards and demand trends2×
  6. 5Large-Scale Project Order Intake, Profitability and Cash Management Risks2×
  7. 6Foreign Exchange Risk Associated with Overseas Transactions and Foreign-Currency Procurement2×

★ 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 Media Links yet. It last moved in the Earnings of 2026-07-30: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Surging Raw-Material Prices | MEDIA LINKS CO.,LTD. (6659) | Komori