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Seiwa Chuo Holdings (7531) · RiskSoftened

Raw Material Supply Disruptions Caused by Australian Cyclones and Other Events

First written in FY2017-Q2. 1 of 2 entries say "Softened", first in FY2017-Q3. Latest entry: FY2017-Q3.

2entries
1years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017-Q22017: 22017
Same theme, other companies
Disruption of Food and Product Supply Systems and Procurement Price VolatilityA theme 94 companies write about · 105 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 45 of 64 companies on the "Worse" side.

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

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 94 companies compared. The sentences above are computed from all 94.
Full recordFilings, disclosures and news, newest first
  1. FY2017-Q3SoftenedAnnual report

    「鉄鉱石や石炭などの原材料価格は短期間で大きく変動しましたが」

    原材料価格の短期的な変動は記載されているが、前四半期に具体的に記載された豪州サイクロンによる供給トラブルは名指しされず、要因の記述が一般化している。
  2. FY2017-Q2First statedAnnual report

    「今期も豪州のサイクロンによる供給トラブルとその後のトラブル解消等の要因もあり」

    豪州のサイクロンによる原材料供給トラブルが実際に発生し、その後に解消したことを、原材料価格の短期的な大幅変動要因として初めて記載している。
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Raw Material Supply Disruptions Caused by Australian Cyclones and Other Events | SEIWA CHUO HOLDINGS CORPORATION (7531) | Komori