Global supply chain disruption and container shortages
First written in FY2022-Q3. 2 of 4 entries say "Worsened", first in FY2022. Latest entry: FY2023-Q2.
Japan Logistic Systems Corp. moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).
The whole theme swung hardest in 2021: 13 of 26 companies on the "Worse" side.
9 other companies' latest entry also says "Worsened".
- FY2023-Q2WorsenedAnnual report
「The logistics industry in which our group operates faced a challenging environment, as earnings were squeezed by increases in various costs, including persistently high fuel prices, while production-related logistics stagnated due to the global semiconductor shortage and other factors, despite resilient cargo volumes for consumer goods.」
In addition to the previous concerns over supply chain disruptions and container shortages, production and logistics stagnation caused by a global semiconductor shortage was identified as an actual industry condition, deepening the impact of supply chain risks. - FY2023-Q1RestatedAnnual report
「Overseas, although the business environment improved with the resumption of economic activity, conditions remained challenging as concerns about the pandemic and supply chain disruptions persisted in some regions. We promoted sales activities while responding to these conditions and worked to strengthen cooperation with customers.」
It states that concerns over supply chain disruptions have continued and that global supply chain risks from the previous fiscal year remain recognized. - FY2022WorsenedAnnual report
「Although freight volumes in the logistics industry to which our group belongs were generally on a recovery trend, the business environment remained difficult as costs increased due to the rapid and sustained rise in fuel prices and responses to disruptions in international logistics.」
In addition to the supply chain disruptions and container shortages, the response to disruptions in international logistics and the sharp, sustained rise in fuel prices materialized as higher costs, deepening the impact of these risks. - FY2022-Q3First statedAnnual report
「However, conditions remained uncertain, with concern over the impact of global supply chain disruptions and the resurgence of infectious diseases associated with the emergence of new variants. In addition, amid tight supply and demand in ocean transportation due to container shortages, we responded to growing demand for international land transportation, particularly in Thailand.」
It identifies global supply chain disruptions and tight supply and demand in ocean transportation caused by container shortages as new risks in the international logistics environment during the quarter.