Komori
Nippon Yusen (9101) · RiskWorsened

Risk of delays or failure to meet targets in ship and aircraft investment plans

First written in FY2017. 3 of 5 entries say "Restated". Latest entry: FY2026.

5entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY20202017: 120172018: 120182019: 120192020: 120202021: 020212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Risk of Delays in Fleet Renewal Investment Plans and ObsolescenceA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Nippon Yusen moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In addition, if the prices of new vessels rise due to higher steel prices and other factors, and the increase cannot be appropriately reflected in freight rates and other charges, the Group’s operating results and financial position may be affected.」

    Added the risk that new vessel prices may rise due to higher steel prices and that the resulting costs may not be passed through, in addition to the previously identified risks of shipbuilding delays and changes in demand.
  2. FY2020RestatedAnnual report

    「The Group plans and carries out investments related to the maintenance of its fleet and aircraft, but if these investments do not progress as planned due to future conditions in the global economy, shipping markets or public regulations, the Group’s operating results and financial position may be affected.」

    Reconfirming the risk of delays or shortfalls in vessel and aircraft investment plans.
  3. FY2019RestatedAnnual report

    「The Group plans and carries out investments related to the maintenance of its fleet and aircraft, but if these investments do not progress as planned due to future conditions in the global economy, shipping markets or public regulations, the Group’s operating results and financial position may be affected.」

    Reconfirming the risk of delays or shortfalls in vessel and aircraft investment plans.
  4. FY2018RestatedAnnual report

    「It takes several years from the ordering of a new vessel to its completion, and changes in demand during that period are one factor. Delivery schedules may also be affected by factors relating to the shipyard itself, including the possibility of delivery delays associated with large-scale shipbuilding plans, labour disputes at the shipyard and financial difficulties at the shipyard.」

    Reconfirming the factors behind delays or shortfalls in vessel and aircraft investment plans.
  5. FY2017First statedAnnual report

    「It takes several years from the ordering of a new vessel to its completion, and changes in demand during that period are one factor. Delivery schedules may also be affected by factors relating to the shipyard itself, including the possibility of delivery delays associated with large-scale shipbuilding plans, labour disputes at the shipyard and financial difficulties at the shipyard.」

    Indicating the impact on investment plans of the long construction period for new vessels, changes in demand, delivery delays, labour disputes and financial difficulties at shipyards.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Nippon Yusen's next results are scheduled for 2026-11-05. Read the earnings preview
News
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