Risk of logistics disruptions caused by delays in container ship operations
First written in FY2022-Q2. 1 of 4 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2026: 8 of 11 companies on the "Worse" side.
3 other companies' latest entry also says "Dropped".
- FY2026DroppedAnnual report
「Outside Japan, the impact on economic activity and personal consumption of monetary tightening in various countries, substantial increases in energy and resource prices resulting from worsening conditions in the Middle East and the prolonged conflict arising from the invasion of Ukraine, the long-term trend of yen depreciation, higher prices and interest rates, and China's real estate downturn」
The current year's description of the business environment and risks no longer includes an explicitly stated logistics disruption risk arising from delays in container ship operations. - FY2023-Q1WorsenedAnnual report
「The global economy and business environment remain chaotic, and corporate performance continues to face extremely difficult conditions, due to delays in container ship operations, the effects of power restrictions and lockdowns under China's zero-COVID policy, the global semiconductor shortage, and Russia's invasion of Ukraine.」
In addition to the previously identified delays in container ship operations, power restrictions and lockdowns in China, the global semiconductor shortage, and the invasion of Ukraine are cited, broadening the external risks affecting logistics and the supply chain. - FY2022-Q3RestatedAnnual report
「During the first 9 months of the current consolidated fiscal year, Japan's economy remained extremely challenging as the global economy and business environment became chaotic due to the ongoing unpredictable effects of COVID-19, tight semiconductor supply and demand accompanying digitalization and the spread of high-speed 5G communications, the sharp rise in material procurement costs caused by surging crude oil prices, delays in container ship operations, electricity restrictions in China, and other factors.」
Continues to describe delays in container ship operations as an external risk affecting logistics and the supply chain. - FY2022-Q2First statedAnnual report
「The global economy and business environment remain chaotic, and corporate performance continues to face extremely difficult conditions, due to delays in container ship operations and other factors.」
Describes delays in container ship operations for the first time in the quarter as an independent external risk affecting logistics and the supply chain.