Komori
Shin-Etsu Polymer (7970) · RiskReframed

Impact of the Spread of COVID-19 on Demand, Operations and the Supply Chain

First written in FY2020. 4 of 9 entries say "Restated". Latest entry: FY2026.

9entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q2 – FY2022-Q3MitigatedFY2024-Q2 – FY2024-Q32020: 320202021: 220212022: 120222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Risk of COVID-19 impacts on business activities, supply chains, demand and financial performanceA theme 1257 companies write about · 1269 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2020: 103 of 175 companies on the "Worse" side.

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 1283 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「If a major infectious disease outbreak such as COVID-19 occurs, business activities including production and sales may be disrupted by temporary operating suspensions and supply chain disruptions, potentially affecting the Group's performance and financial condition.」

    The description was reframed from focusing on COVID-19 to addressing the general risk of major infectious disease outbreaks, including COVID-19.
  2. FY2024-Q3MitigatedAnnual report

    「During the cumulative third quarter, the global economy was gradually recovering as restrictions on economic activity related to COVID-19 were lifted.」

    The lifting of restrictions on economic activity related to COVID-19 was described, indicating that its direct impact on operations, demand and supply chains had eased from previous levels.
  3. FY2024-Q2MitigatedAnnual report

    「During the cumulative second quarter, the global economy was gradually recovering as restrictions on economic activity related to COVID-19 were lifted, but the pace of recovery slowed due to prolonged inflation and monetary tightening in major countries.」

    The lifting of restrictions on economic activity related to COVID-19 was described, indicating that the direct impact of COVID-19 on operations, demand and supply chains had shifted to a more moderate level than previously.
  4. FY2022-Q3RestatedAnnual report

    「In Asia, China's economic recovery continued, but the pace of recovery slowed in India and the ASEAN region due to a renewed spread of COVID-19.」

    The slowdown in recovery in India and the ASEAN region due to renewed outbreaks and uncertainty about the outlook continued.
  5. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter, the global economy was beginning to show broad-based signs of recovery, but renewed outbreaks of COVID-19 increased uncertainty about the outlook. In Asia, China's economic recovery continued, while the pace of recovery in India and the ASEAN region slowed due to renewed outbreaks of COVID-19.」

    Although the global economy was showing signs of recovery, renewed outbreaks led to a slower recovery in India and the ASEAN region and increased uncertainty about the outlook, with infectious disease risks continuing.
  6. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter, the global economy was beginning to show broad-based signs of recovery, but renewed outbreaks of COVID-19 increased uncertainty about the outlook. In Asia, China's economic recovery continued, while the pace of recovery in India and the ASEAN region slowed due to renewed outbreaks of COVID-19.」

    Although the global economy showed signs of recovery, renewed outbreaks led to a slower recovery in India and the ASEAN region and increased uncertainty about the outlook, with infectious disease risks continuing.
  7. FY2021-Q2RestatedAnnual report

    「The business environment for the Group's related operations remained difficult overall. Although there was little decline in demand in the semiconductor and electronic components industries, automotive-related demand, affected by the spread of COVID-19, remained sluggish.」

    The impact of COVID-19 has continued in the form of weak automotive-related demand and difficult conditions across the overall business environment.
  8. FY2021-Q1WorsenedAnnual report

    「The business environment for the Group's related operations remained difficult overall. Although there was little decline in demand in the semiconductor and electronic components industries due to the spread of COVID-19, demand in automotive-related fields remained sluggish.」

    The impact of COVID-19 materialized as weak automotive-related demand and difficult conditions across the overall business environment, extending to revenue and profit declines in multiple businesses.
  9. FY2020MaterialisedAnnual report

    「COVID-19 has been spreading worldwide since the beginning of 2020, and the Group's performance may be affected by temporary operating suspensions and supply chain disruptions resulting from requests by authorities to restrict economic activity. In addition, the global spread of COVID-19 has had some impact on overseas production and sales since January of this year.」

    The global spread of COVID-19 was described as a risk because of the potential for operating suspensions, supply chain disruptions and declining demand, and some impact on overseas production and sales since January was also described.
Moved together

"Weak demand for OA equipment components due to a downturn in the laser printer market" moved the same way as this thread, in the same document, in 3 of its 9 moves.

322222★123456
  1. ★This thread
  2. 1Weak demand for OA equipment components due to a downturn in the laser printer market3×
  3. 2Foreign Exchange Risk from Currency Fluctuations in Overseas Operations2×
  4. 3Group-wide Risk Management through the President’s Office and Specialist Committees2×
  5. 4Capital Investment in Growth Product Fields and Expansion of Manufacturing Capacity2×
  6. 5Changes in Economic Trends and International Conditions Worldwide2×
  7. 6Stable order intake related to construction work and sales growth2×

★ 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
Shin-Etsu Polymer's next results are scheduled for 2026-10-26. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impact of the Spread of COVID-19 on Demand, Operations and the Supply Chain | Shin-Etsu Polymer Co.,Ltd. (7970) | Komori