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halmek holdings (7119) · RiskFirst stated

Risk of higher delivery costs and inability to deliver due to labor shortages among transport operators

First written in FY2024. . Latest entry: FY2024.

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E-commerce logistics constraints caused by delivery carriers’ shipment-volume limits and rate increasesA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 1 of 7 companies on the "Worse" side.

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  1. FY2024First statedAnnual report

    「If labour shortages among delivery carriers become more severe, the Group's operating results and other aspects of its business may be affected by a substantial increase in delivery costs borne by the Group and an inability to deliver products because the Group cannot secure carriers.」

    The risk of higher costs and inability to deliver associated with outsourcing all deliveries to external carriers was identified, with transactions with multiple carriers serving as a countermeasure.
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Risk of higher delivery costs and inability to deliver due to labor shortages among transport operators | halmek holdings Co.,Ltd. (7119) | Komori