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Ubiteq (6662) · RiskRestated

Risk of Rising Component Prices, Defective Components and Procurement Delays

First written in FY2016. 2 of 6 entries say "Restated". Latest entry: FY2025.

6entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2019MaterialisedFY2022-Q32016: 12017: 020172018: 120182019: 120192020: 020202021: 120212022: 120222023: 020232024: 020242025: 12025
Same theme, other companies
Supply constraints and rising costs for materials, power and construction resourcesA theme 21 companies write about · 21 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2017: 3 of 9 companies on the "Worse" side.

7 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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「The Group is working to avoid procurement risks by strengthening cooperation with existing suppliers, developing new procurement sources, and reviewing procurement specifications.」

    It recognizes procurement risks including component prices, defects, and shipment delays, and continues to strengthen cooperation with existing suppliers, develop new procurement sources, and review procurement specifications.
  2. FY2022-Q3MaterialisedAnnual report

    「The contract manufacturing business secured new contract development projects. However, in addition to the significant impact of the shift to cashless payments on banknote authentication sensor modules, manufacturing costs rose due to soaring raw material prices. As a result, both revenue and segment profit declined year on year.」

    The rise in manufacturing costs due to soaring raw material prices affected actual business performance and was cited as a factor behind the declines in revenue and profit in the contract manufacturing business.
  3. FY2021MitigatedAnnual report

    「The Group is working to avoid procurement risks by strengthening cooperation with existing suppliers, developing new procurement sources, and reviewing procurement specifications.」

    While continuing to recognize the risks of higher component prices, defects, and shipment delays, it explicitly cited measures including cooperation with existing suppliers, development of new procurement sources, and review of procurement specifications.
  4. FY2019RestatedAnnual report

    「Some materials used in manufacturing products may incur higher procurement costs due to increased industry demand, soaring raw material prices, or exchange-rate fluctuations.」

    Reaffirmed the risk of higher procurement costs due to demand for components, raw material prices, and exchange-rate fluctuations.
  5. FY2018Explicitly cited exchange-rate fluctuations.Annual report

    「Some materials used in manufacturing products may incur higher procurement costs due to increased industry demand, soaring raw material prices, or exchange-rate fluctuations.」

    Explicitly cited higher procurement costs resulting from demand for components, high raw material prices, and exchange-rate fluctuations.
  6. FY2016First statedAnnual report

    「Some materials used in manufacturing products may incur higher procurement costs due to increased industry demand or soaring raw material prices.」

    Listed fluctuations in the prices of semiconductor memory and other items, defective components, and shipment delays caused by difficulties securing required components.
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Risk of Rising Component Prices, Defective Components and Procurement Delays | Ubiteq,INC. (6662) | Komori