Stable Supply Risks Arising from Overseas Conditions
First written in FY2016. 11 of 20 entries say "Restated". Latest entry: FY2025.
King Jim moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 27 of 56 companies on the "Worse" side.
13 other companies' latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「We diversify our sources of procurement for major products rather than concentrating them in any particular country or region, and collect information on market trends for components and other items to maintain safety stock.」
In response to supply risks arising from overseas conditions, the disclosure explicitly describes the diversification of procurement sources, collection of market information and maintenance of safety stock. - FY2023RestatedAnnual report
「The Group's products are manufactured mainly overseas. Fluctuations in economic and political conditions overseas, war, terrorism and operating shutdowns caused by lockdowns to prevent the spread of COVID-19 may make it difficult to procure or manufacture components, hinder the stable supply of the Group's products and affect the Group's results.」
The disclosure continues to describe supply risks associated with overseas production, economic and political conditions, geopolitical factors and lockdowns. - FY2022MaterialisedAnnual report
「Regarding results for the current consolidated fiscal year, the effects of prolonged stockouts of TEPRAs due to the semiconductor shortage and files due to lockdowns in production countries led to a significant decline in sales. However, supported by sales contributed by ライフオンプロダクツ㈱, which became a consolidated subsidiary from the third quarter, revenue was ¥36,636.51 million, up 0.9% from the previous consolidated fiscal year.」
The semiconductor shortage and lockdowns in production countries resulted in stockouts and lower sales of TEPRAs and files, affecting full-year results. - FY2022-Q3WorsenedAnnual report
「During the nine-month period of the current third quarter, the Japanese economy showed signs of moving toward normalization after the contraction in economic activity caused by COVID-19, but remained in a difficult situation amid continued uncertainty arising from the situation in Ukraine and other factors.」
With respect to external-environment risks arising from overseas conditions, uncertainty caused by the situation in Ukraine was cited in addition to the previously disclosed risks related to infectious diseases, trade issues and other factors. - FY2022-Q2MaterialisedAnnual report
「At ㈱ぼん家具, operations at a Southeast Asian factory were suspended because of a lockdown, making it difficult to respond to stockouts. However, the company expanded its lineup of core storage products and increased sales mainly through e-commerce marketplaces such as Rakuten Ichiba.」
Factory shutdowns caused by overseas lockdowns actually occurred and affected responses to stockouts. - FY2021WorsenedAnnual report
「Although we are diversifying our sources of procurement rather than concentrating them in any particular country or region, fluctuations in economic and political conditions overseas, war, terrorism, and operating shutdowns caused by lockdowns to prevent the spread of COVID-19 may make it difficult to procure or manufacture components, hinder the stable supply of the Group's products and affect the Group's results.」
The previous overseas-conditions risk was expanded to include operating shutdowns caused by lockdowns to prevent the spread of infection as a specific factor. A weak outlook for sales in Southeast Asia was also indicated. - FY2021-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The disclosure states that there have been no material changes regarding the risk to stable supply arising from overseas conditions. - FY2020MitigatedAnnual report
「Although we are diversifying our sources of procurement rather than concentrating them in any particular country or region, fluctuations in economic and political conditions overseas and disruption in the international community caused by war, terrorism and other events may make it difficult to procure or manufacture components, hinder the stable supply of the Group's products and affect the Group's results.」
The risk to supply arising from overseas conditions continues, but the disclosure explicitly describes diversification measures to avoid concentrating procurement sources in specific regions. - FY2020-Q2RestatedAnnual report
「However, the outlook remains uncertain due to international trade issues, uncertainty surrounding overseas economies and other factors.」
The disclosure continues to describe uncertainty in the outlook caused by international trade issues and uncertainty surrounding overseas economies. - FY2019-Q3WorsenedAnnual report
「However, the outlook remains uncertain due to international trade issues, uncertainty surrounding overseas economies and other factors.」
Specific factors, including international trade issues and uncertainty surrounding overseas economies, were cited in connection with external-environment risks related to overseas conditions and overseas economies, and the uncertain outlook continues. - FY2019-Q2RestatedAnnual report
「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」
The disclosure states that there have been no material changes regarding the risk to stable supply arising from overseas conditions. - FY2019-Q1WorsenedAnnual report
「Meanwhile, the outlook for the economy remains uncertain due to a succession of natural disasters, escalating US-China trade friction and other factors.」
Specific factors, including a succession of natural disasters and escalating US-China trade friction, were cited in connection with existing external-environment risks related to overseas economic and political conditions, and the disclosure stated that uncertainty would continue. - FY2018RestatedAnnual report
「Accordingly, fluctuations in economic and political conditions overseas, and disruption in the international community caused by war, terrorism and other events, may hinder the stable supply of the Group's products and adversely affect the Group's results.」
The disclosure continues to describe the risk to stable supply arising from overseas production, economic and political conditions, war, terrorism and other events. - FY2018-Q3RestatedAnnual report
「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」
The disclosure states that there have been no material changes regarding existing risks to stable supply arising from overseas conditions. - FY2018-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The disclosure states that there have been no material changes regarding existing risks to stable supply arising from overseas conditions. - FY2017RestatedAnnual report
「Fluctuations in economic and political conditions overseas, and disruption in the international community caused by war, terrorism and other events, may hinder the stable supply of the Group's products and adversely affect the Group's results.」
The disclosure continues to describe the risk to stable supply arising from overseas economic and political conditions, war, terrorism and other events. - FY2017-Q3RestatedAnnual report
「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」
The disclosure states that there have been no material changes regarding the risk to stable supply arising from overseas conditions. - FY2017-Q2RestatedAnnual report
「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」
The disclosure states that there have been no material changes regarding the risk to stable supply arising from overseas conditions. - FY2017-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The disclosure states that there have been no material changes regarding the risk to stable supply arising from overseas conditions. - FY2016First statedAnnual report
「Fluctuations in economic and political conditions overseas, and disruption in the international community caused by war, terrorism and other events, may hinder the stable supply of the Group's products and adversely affect the Group's results.」
Economic, political and geopolitical exposure associated with overseas production and procurement.