K'S Holdings (8282) · RiskMaterialised
Product Supply Delays Caused by Semiconductor Shortages, Lockdowns and a Shortage of Shipping Containers
First written in FY2022. 1 of 2 entries say "Materialised", first in FY2023. Latest entry: FY2023.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Longer procurement lead times and rising costs caused by tight semiconductor and raw-material supply and demand and supply chain disruptionsA theme 176 companies write about · 181 as a headwind · 1 as a tailwind
K'S Holdings moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 101 of 158 companies on the "Worse" side.
31 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.
Showing 14 of the 176 companies compared. The sentences above are computed from all 176.Full recordFilings, disclosures and news, newest first
- FY2023MaterialisedAnnual report
「第１四半期は上海ロックダウンの影響により一部商品の入荷が滞りましたが、第２四半期以降は順次入荷し供給不足は解消いたしました。」
上海ロックダウンにより一部商品の入荷遅延が実際に発生したが、第2四半期以降に順次入荷し、供給不足は解消したと記載している。 - FY2022First statedAnnual report
「Product supplies from business partners may be temporarily disrupted or delayed because of prolonged semiconductor shortages, lockdowns at production sites due to the spread of infectious diseases, damage to or suspension of operations at factories caused by natural disasters, and shortages of shipping containers.」
Semiconductor shortages, lockdowns, factory damage or shutdowns and shipping-container shortages are identified as product-supply risks.