Komori
Yokohama Maruuo (8045) · RiskMaterialised

Disruptions to Exports and Imports Caused by the COVID-19 Pandemic and Other Factors

First written in FY2021-Q3. 2 of 4 entries say "Worsened", first in FY2022. Latest entry: FY2024.

4entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021-Q3WorsenedFY2022 – FY20242021: 120212022: 220222023: 020232024: 12024
Same theme, other companies
Decline in Export Sales Due to China’s Halt of Imports of Japanese SeafoodA theme 5 companies write about · 5 as a headwind · 0 as a tailwind

Yokohama Maruuo moved to the "Worse" side of this theme in 2022.

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2024MaterialisedAnnual report

    「China's ban on imports of seafood from Japan following the discharge of ALPS-treated water into the ocean had a significant impact on export transactions and domestic distribution channels.」

    The company explains that China's ban on imports of seafood from Japan actually occurred as a significant impact on export transactions and domestic distribution channels.
  2. FY2023-Q1WorsenedAnnual report

    「In addition to growing global demand for seafood, uncertainty going forward is increasing due to higher fish prices resulting from stalled imports of Russian seafood amid the Ukraine crisis, as well as higher transportation costs resulting from surging resource prices.」

    Regarding imports, exports and the supply environment, the company specifically cites, in addition to the previous stagnation in imports and exports, stalled imports of Russian seafood associated with the Ukraine crisis, higher fish prices and higher transportation costs.
  3. FY2022WorsenedAnnual report

    「The pace of recovery slowed as a result of worsening parts and raw-material shortages, surging resource prices and slowing production due to power shortages in China. In addition, Russia's invasion of Ukraine further drove up resource and raw-material prices, while procurement difficulties caused by geopolitical risks adversely affected the global economy, casting a shadow over the economic recovery and leaving conditions uncertain going forward.」

    Regarding imports, exports and the supply environment, prolonged supply chain disruption has been compounded by raw-material shortages, surging resource prices and procurement difficulties caused by geopolitical risks, increasing uncertainty in the supply environment.
  4. FY2021-Q3First statedAnnual report

    「The operating environment remains challenging, due to stagnant imports and exports and a significant decline in catches of certain fish species associated with changes in the marine environment.」

    The company has for the first time organized stagnation in imports and exports as a standalone theme representing a factor contributing to the deterioration of the actual supply and sales environment surrounding the seafood wholesale business. No impact amount has been provided.
Moved together

"Sourcing Competition Driven by Catch Restrictions, Declining Fisheries Resources and Increased Overseas Demand" moved the same way as this thread, in the same document, in 3 of its 4 moves.

322★123
  1. ★This thread
  2. 1Sourcing Competition Driven by Catch Restrictions, Declining Fisheries Resources and Increased Overseas Demand3×
  3. 2Inventory risk arising from fluctuations in seafood supply and demand and market prices2×
  4. 3Uncertainty in Overseas Economies Due to Brexit and Other Factors2×

★ 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
Yokohama Maruuo's next results are scheduled for 2026-11-06. Read the earnings preview
News
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