Komori
Kimoto (7908) · RiskMitigated

Higher SG&A Expenses Due to Rising Logistics Costs for Overseas Shipments

First written in FY2022-Q2. 2 of 6 entries say "Restated". Latest entry: FY2024-Q2.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022-Q2WorsenedFY2023-Q3 – FY20232021: 120212022: 120222023: 42023
Same theme, other companies
Margin pressure from higher overseas transportation costsA theme 29 companies write about · 30 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 11 of 24 companies on the "Worse" side.

9 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.
Showing 14 of the 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2MitigatedAnnual report

    「Profit improved significantly against the initial earnings forecast because orders for high-value-added products for IoT-related products increased more than expected and we were able to reflect higher material prices and energy costs in selling prices.」

    資材価格・エネルギーコストの上昇分を販売価格へ反映できたことにより、コスト上昇による利益への影響を一部抑え、期首業績予想比で利益面が改善している。
  2. FY2024-Q1RestatedAnnual report

    「エネルギー価格高騰による光熱費と運搬費の価格上昇。」

    エネルギー価格高騰が光熱費・運搬費の価格上昇として引き続き営業損失の要因となっている。
  3. FY2023WorsenedAnnual report

    「エネルギー価格高騰による光熱費と運搬費の価格上昇。」

    物流費に関する従来の懸念に加え、エネルギー価格高騰が光熱費・運搬費の増加として通期の営業利益を押し下げる要因となっている。
  4. FY2023-Q3WorsenedAnnual report

    「エネルギー価格高騰による光熱費と運搬費の増加。」

    物流費に関する従来の懸念に加え、エネルギー価格高騰が光熱費・運搬費の増加として実際の費用負担に現れている。
  5. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    海外出荷に伴う物流費高騰による販売費及び一般管理費増加のリスクについて、重要な変更はないとしている。
  6. FY2022-Q2MaterialisedAnnual report

    「海外への出荷に関する物流費の高騰による販売費及び一般管理費増加の影響はあったものの」

    海外出荷に関する物流費の高騰が販売費及び一般管理費の増加として実際に影響したと記載している。
Moved together

"Decline in Core Product Sales Due to a Slowdown in the Smartphone Market" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222222★123456
  1. ★This thread
  2. 1Decline in Core Product Sales Due to a Slowdown in the Smartphone Market2×
  3. 2Increasing Value Added and Improving Profitability2×
  4. 3Operating, Ordinary, and Net Income Returning to Profit Despite Lower Revenue2×
  5. 4Market Uncertainty and Lower Orders Due to US-China Trade Frictions and the Spread of COVID-192×
  6. 5Earnings Impact of Higher Crude Oil and Other Raw-Material Prices2×
  7. 6Declining Recoverability of Deferred Tax Assets2×

★ 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
Kimoto's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.