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Nakamoto Packs (7811) · RiskMaterialised

Shipping Delays for Building Materials Due to Higher Material Costs and Labor Shortages

First written in FY2019-Q1. 2 of 4 entries say "Mitigated", first in FY2019-Q2. Latest entry: FY2023-Q1.

4entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2019-Q2 – FY20192018: 220182019: 120192020: 020202021: 020212022: 12022
Same theme, other companies
Project Progress Risks from Shortages of Materials and Equipment and Delivery DelaysA theme 41 companies write about · 43 as a headwind · 0 as a tailwind

Nakamoto Packs moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2026: 9 of 23 companies on the "Worse" side.

5 other companies' latest entry also says "Materialised".

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 41 companies compared. The sentences above are computed from all 41.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q1MaterialisedAnnual report

    「Profit margins declined because material shortages increased raw-material costs and many of the printed products had relatively few colours, resulting in gross profit of ¥74 million, down 4.5% year on year.」

    In the building-materials business, material shortages and higher raw-material costs actually led to lower profit margins and lower gross profit.
  2. FY2019MitigatedAnnual report

    「In the building-materials business, orders for renovation and refurbishment projects remained stable, and the impact of the shortage of plywood used in secondary processing was eliminated.」

    It is stated that the impact of the shortage of plywood for secondary processing was eliminated and orders in the building-materials business stabilised.
  3. FY2019-Q2MitigatedAnnual report

    「The impact of shortages of secondary-processing materials, such as lauan plywood, which had been in short supply since the end of the previous year, gradually eased and procurement conditions improved. Supplies of the company's decorative paper sheets and decorative films (PVC, PP and its proprietary N Coat) for interiors and furniture in detached houses, rental housing and renovation projects also stabilised, resulting in revenue of ¥378 million, up 6.8% year on year.」

    It is stated that shortages of secondary-processing materials gradually eased, improving procurement conditions and stabilising product supplies.
  4. FY2019-Q1First statedAnnual report

    「Building-material shipments were sluggish because construction starts were delayed by soaring material costs and a shortage of skilled workers,」

    In the building-materials business, a new business risk involving rising material prices and a shortage of skilled workers leading to delayed construction starts and sluggish building-material shipments is described as having had an actual impact.
Moved together

"Dividend Payments to Shareholders" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222★123
  1. ★This thread
  2. 1Dividend Payments to Shareholders2×
  3. 2First-Quarter Revenue and Earnings Results2×
  4. 3Expansion of the Company's Own Facilities2×

★ 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 Nakamoto Packs yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Shipping Delays for Building Materials Due to Higher Material Costs and Labor Shortages | NAKAMOTO PACKS CO.,LTD. (7811) | Komori