Risk of cargo backlogs due to logistics disruptions and tight capacity in international maritime container transport
First written in FY2022-Q3. 1 of 3 entries say "Materialised", first in FY2022. Latest entry: FY2023-Q1.
The whole theme swung hardest in 2026: 7 of 10 companies on the "Worse" side.
12 other companies' latest entry also says "Restated".
- FY2023-Q1RestatedAnnual report
「The operating environment remains challenging due to the impact of logistics disruptions caused by persistently high fuel prices, lockdowns in major Chinese cities and other factors.」
Logistics stagnation caused by lockdowns in major Chinese cities was described as a factor contributing to the challenging business environment, including international logistics. - FY2022MaterialisedAnnual report
「In the latter half of the period, the pace of recovery stagnated due to the impact of tight international ocean container transport capacity, semiconductor shortages and soaring resource prices.」
Tight international ocean container transport capacity was identified as a factor behind the stagnation of the global economic recovery. In the international cargo-handling business, overseas logistics disruptions caused by container shortages and other factors affected the decline in segment profit. - FY2022-Q3First statedAnnual report
「In the global economy, the pace of recovery stagnated due to the impact of logistics disruptions associated with the spread of infections, tight international ocean container transport capacity, semiconductor shortages and soaring resource prices.」
Logistics disruptions associated with the spread of infections and tight international ocean container transport capacity were described for the first time as standalone topics in the actual business environment that slowed the global economic recovery. The international cargo-handling business also reported that some packaged cargo remained in storage due to container shortages.