Komori
Jeol (6951) · RiskUpdated areas of concern

Risk of Disruptions in Materials Procurement and the Supply Chain

First written in FY2022-Q3. 5 of 8 entries say "Restated". Latest entry: FY2024-Q3.

8entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q3 – FY2023-Q1RestatedFY2023-Q3 – FY2024-Q32022: 320222023: 420232024: 12024
Same theme, other companies
Supply Chain Disruptions and Higher Costs Due to Geopolitical TensionsA theme 58 companies write about · 58 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 25 of 45 companies on the "Worse" side.

1 other company's latest entry also says "Other".

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 58 companies compared. The sentences above are computed from all 58.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3Updated areas of concernAnnual report

    「At the same time, uncertainty about the economic outlook continues due to higher raw material prices resulting from the situation involving Russia and Ukraine and the weak yen, as well as persistently high energy prices.」

    Concerns on the supply side and in the external environment explicitly identified the situation involving Russia and Ukraine, higher raw material prices resulting from the weak yen, and persistently high energy prices.
  2. FY2024-Q2RestatedAnnual report

    「At the same time, uncertainty about the outlook continues due to heightened geopolitical risks, higher raw material and energy prices, supply issues affecting certain materials, and financial and foreign exchange trends.」

    Uncertainty on the supply side and in the external environment, including supply issues affecting certain materials and higher raw material and energy prices, continues.
  3. FY2024-Q1RestatedAnnual report

    「Uncertainty about the outlook continues due to heightened geopolitical risks, rising raw material and energy prices, supply issues affecting certain materials, and financial and foreign exchange trends.」

    Uncertainty on the supply side and in the external environment, including supply issues affecting certain materials and rising raw material and energy prices, continues.
  4. FY2023RestatedAnnual report

    「If major impacts on the supply chain arise from social disruption caused by natural disasters, war, terrorism or other events, or if shortages and price increases for materials arise due to increased demand, the Group's operating results and financial condition may be adversely affected.」

    Risks related to supply chain impacts, material shortages and price increases continue to be disclosed.
  5. FY2023-Q3RestatedAnnual report

    「Uncertainty about the economic outlook continues due to the resurgence of infections caused by variants, sharp fluctuations in foreign exchange rates, and higher raw material and energy prices resulting from the prolonged situation involving Russia and Ukraine.」

    Uncertainty in the external environment and on the supply side, including higher raw material and energy prices, continues.
  6. FY2023-Q2WorsenedAnnual report

    「Uncertainty about the economic outlook continues due to the resurgence of infections caused by variants, sharp fluctuations in foreign exchange rates, and higher raw material and energy prices resulting from the prolonged situation involving Russia and Ukraine.」

    Higher raw material and energy prices associated with supply chain and materials-related risks were explicitly identified, and uncertainty in the external environment continues.
  7. FY2023-Q1RestatedAnnual report

    「Uncertainty about the economic outlook continues amid a global semiconductor shortage and supply chain disruptions.」

    Risks from semiconductor shortages and supply chain disruptions continue.
  8. FY2022-Q3First statedAnnual report

    「If major impacts on the supply chain arise from social disruption caused by natural disasters, war, terrorism or other events, or if shortages and price increases for materials arise due to increased demand, the operating results and financial condition of the Group may be adversely affected.」

    A risk added in the third-quarter report. The report explicitly identifies the impact of natural disasters, war, terrorism and other events on the supply chain, as well as material shortages and price increases caused by increased demand, as risks to operating results and financial condition.
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Jeol's next results are scheduled for 2026-11-13. Read the earnings preview
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