Komori
Fuluhashi Epo (9221) · RiskRestated

Soaring Lumber Prices and Prolonged Material Procurement Due to the Situation in Ukraine and the Shanghai Lockdown

First written in FY2023-Q1. 6 of 10 entries say "Restated". Latest entry: FY2026.

10entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY2025-H1SoftenedFY2026-H12022: 220222023: 420232024: 220242025: 120252026: 12026
Same theme, other companies
Increase in Building Materials Business Costs Due to Higher Timber PricesA theme 24 companies write about · 25 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 7 of 9 companies on the "Worse" side.

6 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 24 companies compared. The sentences above are computed from all 24.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Regarding demand for wood chips, demand for recycled wood chips has continued to increase, supported by their role as an alternative fuel and by carbon-neutral demand, while imported fuel prices remain volatile.」

    The volatility of imported fuel prices and the increase in demand for recycled wood chips continue to be described.
  2. FY2026-H1SoftenedAnnual report

    「Regarding demand for wood chips, demand for recycled wood chips has continued to increase against a backdrop of carbon-neutral demand, while fluctuations in imported fuel prices have stabilised.」

    The description has changed from one focused primarily on surging imported fuel and timber prices to one describing a situation in which fluctuations in imported fuel prices have stabilised.
  3. FY2025-H1RestatedAnnual report

    「Demand for wood chips in Japan has increased due to higher prices for imported fuel and timber resulting from the weaker yen and other factors, and demand for our high-quality wood chips has also continued to increase.」

    The higher prices of imported fuel and timber due to the weaker yen, together with the resulting increase in demand for wood chips in Japan, continue to be described.
  4. FY2024-Q3RestatedAnnual report

    「In particular, demand for wood chips in Japan has increased due to the impact of higher prices for imported fuel and timber resulting from the weaker yen and other factors,」

    The higher prices of imported fuel and timber due to the weaker yen and other factors, together with the resulting increase in demand for wood chips in Japan, continue to be described.
  5. FY2024-Q2RestatedAnnual report

    「In particular, demand for wood chips in Japan has continued to increase due to the impact of higher prices for imported fuel and timber resulting from the weaker yen and other factors.」

    The higher prices of imported fuel and timber due to the weaker yen and other factors, together with the resulting increase in demand for wood chips in Japan, continue to be described.
  6. FY2024-Q1RestatedAnnual report

    「In particular, demand for wood chips in Japan has continued to increase, driven by the impact of higher prices for imported fuel and timber due to the weaker yen and other factors.」

    The higher prices of imported fuel and timber due to the weaker yen and other factors continue to be described. There is no reference to longer material procurement lead times.
  7. FY2023SoftenedAnnual report

    「Domestic demand for wood-resource chips continues to increase due to the impact of surging prices for imported fuel and timber resulting from the situation in Ukraine, yen depreciation and other factors.」

    The surge in fuel and timber prices due to the situation in Ukraine and the weaker yen is described, but there is no reference to the previously extended material procurement lead times.
  8. FY2023-Q3SoftenedAnnual report

    「Domestic demand for wood-based recycled chips continues to increase due to the impact of persistently high fuel and timber prices resulting from the situation in Ukraine, yen depreciation and other factors.」

    Persistently high fuel and timber prices due to the situation in Ukraine and yen depreciation are cited, but there is no reference to the previously reported prolongation of procurement lead times for manufacturing materials.
  9. FY2023-Q2RestatedAnnual report

    「Surging timber prices and the prolonged time required to procure materials for manufacturing continue due to the situation in Ukraine, yen depreciation and other factors.」

    Surging timber prices and prolonged material procurement continue. The factors cited as contributing to the impact have expanded from the previous Shanghai lockdown to yen depreciation and other factors.
  10. FY2023-Q1First statedAnnual report

    「Surging timber prices and the prolonged time required to secure new materials continue due to the situation in Ukraine, the Shanghai lockdown and other factors.」

    The company explains that surging timber prices and longer procurement lead times resulting from geopolitical and regional conditions continue.
Moved together

"Soaring Material Prices and Labor Shortages" moved the same way as this thread, in the same document, in 2 of its 10 moves.

222★123
  1. ★This thread
  2. 1Soaring Material Prices and Labor Shortages2×
  3. 2Stagnant Housing Starts2×
  4. 3Commencing new transactions with major customers in the built-for-sale detached housing sector and others2×

★ 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 Fuluhashi Epo yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Soaring Lumber Prices and Prolonged Material Procurement Due to the Situation in Ukraine and the Shanghai Lockdown | FULUHASHI EPO CORPORATION (9221) | Komori