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Tiemco (7501) · RiskMitigated

Manufacturing Delays Due to Semiconductor Shortages

First written in FY2022-Q1. 2 of 4 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2023-Q2.

4entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q1MaterialisedFY2022-Q2 – FY2022-Q32022: 320222023: 12023
Same theme, other companies
Product Supply Delays Due to Semiconductor ShortageA theme 12 companies write about · 12 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 1 of 7 companies on the "Worse" side.

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

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.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q2MitigatedAnnual report

    「Sales of the company's lure and fly-fishing products exceeded the same period of the previous year, led by new products whose deliveries progressed smoothly.」

    Sales, led by new products that had been delivered smoothly, exceeded the previous year's level, partially mitigating the impact of delivery disruptions and delays in launching new products that had occurred in the previous fiscal year.
  2. FY2022-Q3MaterialisedAnnual report

    「Lure products struggled as catches of the target species remained poor and product delivery schedules were delayed in connection with COVID-19 and other factors.」

    The Company stated that product delivery delays had actually occurred, leading to sluggish sales of lures and related products.
  3. FY2022-Q2MaterialisedAnnual report

    「In addition to disruptions to product delivery schedules caused by the impact of COVID-19, urban lockdowns in China led to delays in launching new products.」

    In connection with the semiconductor shortage and production delays described as external environmental risks in the first quarter, the Company stated that disruptions to product delivery schedules and delays in launching new products had actually occurred.
  4. FY2022-Q1First statedAnnual report

    「Uncertainty weighing on the economy continued, due to manufacturing delays caused by semiconductor shortages, higher costs across various industries resulting from surging crude oil prices, and the reissuance of priority preventive measures to contain the spread of COVID-19, mainly the Omicron variant, from late January onward.」

    The Company described production delays caused by the semiconductor shortage for the first time as an external environmental risk that could weigh on economic conditions. The main text did not describe company-specific impacts, such as delays in supplying the Company's products.
Moved together

"Improving procurement lead times and launching new products" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222★123
  1. ★This thread
  2. 1Improving procurement lead times and launching new products2×
  3. 2Impact on Business Performance from Changes in Consumer Preferences, Competition and Economic Conditions2×
  4. 3Other income from non-life insurance agency services and real estate leasing2×

★ 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.

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No upcoming earnings preview for Tiemco yet.
News
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Manufacturing Delays Due to Semiconductor Shortages | TIEMCO LTD. (7501) | Komori