Mitsui-Soko Holdings (9302) · RiskRestated
Digitalization of the Logistics Industry and Entry by Companies from Other Industries
First written in FY2020. 1 of 2 entries say "Restated". Latest entry: FY2026.
2entries
7years
0from disclosures
How it moved
Same theme, other companies
Changes in the Structure of the Logistics Industry Driven by Digital ForwardersA theme 2 companies write about · 1 as a headwind · 0 as a tailwind
1 other company's 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.
Full recordFilings, disclosures and news, newest first
- FY2026RestatedAnnual report
「We also recognize the risk that the lowering of barriers between industries amid advancing digitalization and the shift toward an equipment-intensive industry will invite entry by companies from other industries, potentially adversely affecting the group’s results and financial position.」
Competitive risks from digitalization and the shift toward an equipment-intensive logistics industry, as well as entry by companies from other industries, continue. - FY2020First statedAnnual report
「As a labor-intensive logistics industry, we recognize the risk that the lowering of barriers between industries amid advancing digitalization and the shift toward an equipment-intensive industry will invite entry by companies from other industries.」
Against a backdrop of labor shortages caused by Japan’s declining birthrate and aging population and the spread of IoT, AI and robotics, structural changes in the logistics industry and entry by companies from other industries were identified as new competitive risks.