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halmek holdings (7119) · RiskWorsened

Risks from Commodity Market Conditions, Foreign Exchange Fluctuations, and Supplier Factory Shutdowns

First written in FY2024. 1 of 3 entries say "Mitigated", first in FY2025. Latest entry: FY2026.

3entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024MitigatedFY20252024: 120242025: 120252026: 12026
Same theme, other companies
Risk of insufficient supply capacity and shutdowns at outsourced production partnersA theme 65 companies write about · 67 as a headwind · 0 as a tailwind

halmek holdings moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2024: 10 of 32 companies on the "Worse" side.

3 other companies' latest entry also says "Worsened".

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 65 companies compared. The sentences above are computed from all 65.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In addition, the rise in energy prices and disruptions to maritime transport networks associated with growing tensions in the Middle East in recent years could increase raw material prices and logistics costs. Our group is working to reduce the impact by diversifying procurement sources and logistics methods, but if these effects continue for an extended period, they could affect the group’s business results and other matters.」

    New risk factors, namely rising energy prices and disruptions to maritime transport networks due to the situation in the Middle East, were added to the risks related to commodity prices, foreign exchange movements and supplier factory shutdowns.
  2. FY2025MitigatedAnnual report

    「Although these risks have a certain likelihood of materialising, we are taking measures to minimise their impact by diversifying supplier countries and using domestic suppliers, and recognise that we have been able to reduce the risks.」

    Regarding the risks of commodity prices, foreign exchange movements and supplier factory shutdowns, the company states that these risks have been reduced by diversifying supplier countries and using domestic suppliers.
  3. FY2024First statedAnnual report

    「The prices of products handled by our group may fluctuate under the influence of domestic and international commodity markets and foreign exchange movements.」

    The company identifies higher procurement costs and stockouts caused by commodity prices, foreign exchange fluctuations and supplier factory shutdowns as risks, and cites diversification of supplier countries and the use of domestic suppliers as countermeasures.
Moved together

"Expanding Newspaper Advertising and In-House E-Commerce Sales to Non-Magazine Readers" moved the same way as this thread, in the same document, in 2 of its 3 moves.

22★12
  1. ★This thread
  2. 1Expanding Newspaper Advertising and In-House E-Commerce Sales to Non-Magazine Readers2×
  3. 2Expand the customer base of the Halmek business2×

★ 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 halmek holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risks from Commodity Market Conditions, Foreign Exchange Fluctuations, and Supplier Factory Shutdowns | halmek holdings Co.,Ltd. (7119) | Komori