Komori
Chiyoda (8185) · RiskRestated

Risks of fluctuations in supply arrangements and costs associated with production and imports from Asia

First written in FY2017. 4 of 7 entries say "Restated". Latest entry: FY2023.

7entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2019WorsenedFY2021 – FY2023-Q12017: 120172018: 120182019: 120192020: 020202021: 120212022: 120222023: 22023
Same theme, other companies
Import and Procurement Risk from Conditions and Disasters in Asian Production CountriesA theme 40 companies write about · 40 as a headwind · 0 as a tailwind

Chiyoda moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).

The whole theme swung hardest in 2022: 20 of 31 companies on the "Worse" side.

11 other companies' latest entry also says "Restated".

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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「Most of the products handled by our group are produced in China and other Asian countries. Accordingly, significant changes in the political conditions or legal systems of the countries of production, sharp exchange-rate fluctuations accompanying economic conditions, large-scale natural disasters in production regions, or the spread of serious infectious diseases such as COVID-19 may affect product procurement and product costs.」

    We continue to disclose the risk that dependence on production in Asia, political and legal conditions, exchange rates, natural disasters and infectious diseases may affect product procurement and costs.
  2. FY2023-Q3RestatedAnnual report

    「However, the outlook remains uncertain due to concerns about the effects of soaring raw-material and fuel costs, the ongoing depreciation of the yen, the situation in Ukraine, lockdowns in the countries of production and other factors, as well as the possibility of another resurgence of COVID-19 infections.」

    Lockdowns in the countries of production and other factors continue to be disclosed as external environmental factors that may affect product procurement and costs.
  3. FY2023-Q1WorsenedAnnual report

    「Most of the products handled by our group are produced in China and other Asian countries. Accordingly, significant changes in the political conditions or legal systems of the countries of production, sharp exchange-rate fluctuations accompanying economic conditions, large-scale natural disasters in production regions, or the spread of serious infectious diseases such as COVID-19 may affect product procurement and product costs.」

    In addition to the risks associated with the existing dependence on production in Asia, lockdowns in the countries of production were expressly identified in this filing’s business environment, indicating that external environmental risks to product procurement have continued and expanded.
  4. FY2021WorsenedAnnual report

    「Most of the products handled by our group are produced in China and other Asian countries. Accordingly, significant changes in the political conditions or legal systems of the countries of production, sharp exchange-rate fluctuations accompanying economic conditions, large-scale natural disasters in production regions, or the spread of serious infectious diseases such as COVID-19 may affect product procurement and product costs.」

    In addition to the existing risks associated with conditions in the countries of production, natural disasters and exchange-rate fluctuations, the spread of serious infectious diseases was added as a factor that may affect product procurement and product costs.
  5. FY2019RestatedAnnual report

    「Most of the products handled by our group are produced in China and other Asian countries. Accordingly, significant changes in the political or economic conditions or legal systems of the countries of production, large-scale natural disasters, sharp exchange-rate fluctuations or other events may affect our product supply capacity and product costs.」

    We continue to disclose the risk that conditions in the countries of production, natural disasters and exchange-rate fluctuations associated with dependence on production in Asia may affect supply capacity and product costs.
  6. FY2018RestatedAnnual report

    「Most of the products handled by our group are produced in China and other Asian countries. Accordingly, significant changes in the political or economic conditions or legal systems of the countries of production, large-scale natural disasters, sharp exchange-rate fluctuations or other events may affect our product supply capacity and product costs.」

    We continue to disclose the risk of fluctuations in supply capacity and product costs associated with dependence on production and imports from Asia.
  7. FY2017First statedAnnual report

    「Most of the major products handled by our group are produced and imported primarily from China and other Asian countries. Accordingly, significant changes in the political or economic conditions or legal systems of the countries of production, large-scale natural disasters, sharp exchange-rate fluctuations or other events may affect our product supply capacity and product costs.」

    The disclosure identifies the possibility that conditions and legal systems in the countries of production, natural disasters and exchange-rate fluctuations may affect supply capacity and product costs, against a backdrop of dependence on production and imports from Asian countries.
Moved together

"Yen appreciation, stock market weakness, downside risks to overseas economies, and uncertainty over the outlook following the Kumamoto Earthquake" moved the same way as this thread, in the same document, in 2 of its 7 moves.

222222★123456
  1. ★This thread
  2. 1Yen appreciation, stock market weakness, downside risks to overseas economies, and uncertainty over the outlook following the Kumamoto Earthquake2×
  3. 2Stagnant Customer Traffic and Challenging Retail Environment Due to Weaker Consumer Sentiment2×
  4. 3Expanding customer segments by adapting to market conditions and customer needs2×
  5. 4Strong Sneakers and Children’s Shoes, Weak Women’s Shoes2×
  6. 5Risk of Additional Impairment Losses on Operating Assets2×
  7. 6Business restrictions, declining customer traffic and deteriorating performance due to the spread of COVID-192×

★ 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
No upcoming earnings preview for Chiyoda yet.
News
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