Komori
Icom (6820) · RiskDropped

Impact on Sales from Customs Clearance Delays in Southeast Asia

First written in FY2018-Q1. 1 of 4 entries say "Materialised", first in FY2018-Q1. Latest entry: FY2019-Q1.

4entries
2years
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ProgressHeldSoftenedWorseMaterialisedFY2018-Q1 – FY2018-Q2RestatedFY2018-Q3 – FY2019-Q12017: 220172018: 22018
Same theme, other companies
Risk of product delays and lower sales due to supply chain disruptionsA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Dropped".

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Full recordFilings, disclosures and news, newest first
  1. FY2019-Q1DroppedAnnual report
    This filing contains no explicit statement regarding the impact on sales of customs clearance delays in Southeast Asia or tighter import regulations in Indonesia. It does not state that the risks have been resolved.
  2. FY2018-Q3RestatedAnnual report

    「The effects of tighter import regulations in Indonesia and other factors persisted, resulting in lower sales for the market as a whole.」

    The impact of tighter import regulations in Indonesia continued to persist and remained a factor behind the decline in overseas sales in the Japan segment.
  3. FY2018-Q2WorsenedAnnual report

    「Although demand remained firm in Southeast Asia, the impact of tighter import regulations in Indonesia and other factors was substantial, resulting in a substantial decline in sales for the market as a whole.」

    In addition to the previously reported customs clearance delays, import regulations were tightened in Indonesia. The impact was substantial and actually appeared as a substantial decline in sales across the Southeast Asian market.
  4. FY2018-Q1MaterialisedAnnual report

    「Although demand remained firm in Southeast Asia, customs clearance delays and other issues occurred in some regions, while sales to China also remained sluggish, resulting in a substantial decline in sales for the market as a whole.」

    While demand remained firm in Southeast Asia, customs clearance delays and other issues actually occurred in some regions and became factors behind the decline in overseas sales in the Japan segment.
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"Declines in operating income and ordinary income despite higher sales" moved the same way as this thread, in the same document, in 2 of its 4 moves.

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