NANSO Transport (9034) · RiskDropped
Concerns over rising logistics costs due to higher toll road usage fees
First written in FY2017-Q1. 1 of 2 entries say "Dropped", first in FY2018. Latest entry: FY2018.
2entries
3years
0from disclosures
How it moved
Same theme, other companies
SG&A and profit pressure from higher freight costsA theme 48 companies write about · 49 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2017: 4 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Dropped".
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 48 companies compared. The sentences above are computed from all 48.Full recordFilings, disclosures and news, newest first
- FY2018DroppedAnnual reportNo specific concern regarding higher toll road fees can be confirmed in the current year's disclosures on the operating environment and risks.
- FY2017-Q1First statedAnnual report
「The logistics industry is expected to remain in an uncertain environment, with concerns over increases in toll road fees, a gradual rise in crude oil prices, and downside risks to overseas economies, including China and emerging markets.」
The company has, for the first time, specifically identified higher toll road fees as a concern for the future of the logistics industry.