Komori
Eidai Kako (7877) · RiskMaterialised

Higher Logistics Costs Due to the Container Shortage

First written in FY2022-Q1. 2 of 6 entries say "Restated". Latest entry: FY2023-Q3.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q1 – FY2022-Q2WorsenedFY2022-Q3RestatedFY2023-Q1MaterialisedFY2023-Q2 – FY2023-Q32021: 220212022: 320222023: 12023
Same theme, other companies
Margin pressure from higher overseas transportation costsA theme 29 companies write about · 30 as a headwind · 0 as a tailwind

Eidai Kako 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 2022: 11 of 24 companies on the "Worse" side.

4 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 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3MaterialisedAnnual report

    「In response to higher costs resulting from persistently elevated raw material prices and logistics costs,」

    Logistics costs have actually remained high as an increase in costs, putting pressure on efforts to improve profit margins.
  2. FY2023-Q2MaterialisedAnnual report

    「Affected by rising logistics costs due to container shortages and the sustained high level of ocean freight costs」

    Higher logistics costs due to container shortages and the sustained high level of ocean freight costs are cited as actual factors making it difficult to secure profit.
  3. FY2023-Q1RestatedAnnual report

    「In addition to higher raw material prices and rising logistics costs due to container shortages, soaring ocean freight costs」

    Higher logistics costs due to container shortages and soaring ocean freight costs are continually cited, along with higher raw material prices and other factors, as factors that continue to make it difficult to secure profit.
  4. FY2022-Q3WorsenedAnnual report

    「Amid continued effects from rising raw material prices due to soaring crude oil prices and yen depreciation, soaring ocean freight costs due to container shortages, and production adjustments by automakers due to semiconductor supply shortages, among other factors」

    The rise in logistics costs due to container shortages is described this time as soaring ocean freight costs, with the effects continuing alongside higher raw material prices and production adjustments.
  5. FY2022-Q2RestatedAnnual report

    「Higher raw material prices and logistics costs due to surging crude oil prices and the trend toward yen depreciation, as well as container shortages」

    The Company continues to identify higher raw material prices driven by higher crude oil prices and yen depreciation, and rising logistics costs due to container shortages, as concerns.
  6. FY2022-Q1First statedAnnual report

    「Higher Logistics Costs Due to the Container Shortage」

    For the first time, the Company separately identified rising logistics costs caused by container shortages as a concern regarding the quarter's profit margin.
Moved together

"Raw Material Price Volatility Resulting from the Use of Petrochemical Products as Primary Materials" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2222★1234
  1. ★This thread
  2. 1Raw Material Price Volatility Resulting from the Use of Petrochemical Products as Primary Materials2×
  3. 2Foreign-Exchange Risk Associated with Imported Products and Foreign-Currency Purchases2×
  4. 3Dependence on Automotive Sales Trends2×
  5. 4Automotive Production Cuts and Adjustments Due to the Semiconductor Shortage2×

★ 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 Eidai Kako yet.
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