Komori
Kamigumi (9364) · RiskDropped

Intensifying competition for logistics orders

First written in FY2018-Q1. 6 of 13 entries say "Restated". Latest entry: FY2022-Q3.

13entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2018-Q3RestatedFY2020-Q2 – FY2020-Q3WorsenedFY20202017: 220172018: 420182019: 420192020: 220202021: 020212022: 1
Same theme, other companies
Composite risk from competition, price fluctuations, accidents and other factors in the logistics businessA theme 33 companies write about · 39 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 7 of 17 companies on the "Worse" side.

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

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 33 companies compared. The sentences above are computed from all 33.
Full recordFilings, disclosures and news, newest first
  1. FY2022-Q3DroppedAnnual report
    In the explanation of operating results for the quarter, the previously cited intensifying competition for orders was not expressly mentioned, and the logistics industry's difficulties were attributed instead to tight global supply and demand for marine containers.
  2. FY2020WorsenedAnnual report

    「In the logistics industry, the operating environment became even more challenging due to declining exports resulting from U.S.-China trade friction and stalled imports due to the impact of COVID-19, in addition to intensified competition for orders, diversified customer needs, and issues securing labor.」

    In addition to the existing issues of competition for orders, increasingly diverse customer needs and securing labor, declining export cargo and stagnation in import cargo due to COVID-19 were added, and the operating environment is described as having become even more difficult.
  3. FY2020-Q3RestatedAnnual report

    「In the logistics industry, the operating environment remained challenging due to declining exports, intensified competition for orders, diversified customer needs, and issues securing labor.」

    The difficult operating environment caused by declining export cargo, competition for orders, increasingly diverse customer needs and issues involving securing labor continues to be cited.
  4. FY2020-Q2RestatedAnnual report

    「In the logistics industry, the operating environment remained challenging due to sluggish exports, intensified competition for orders, diversified customer needs, and issues securing labor.」

    The difficult operating environment caused by sluggish export cargo, competition for orders, increasingly diverse customer needs and issues involving securing labor continues to be cited.
  5. FY2020-Q1MaterialisedAnnual report

    「In the logistics industry, the operating environment remained difficult due to sluggish growth in export cargo, intensifying competition for orders, increasingly diverse customer needs and issues including securing labor. In the international logistics business, operating revenue in the international logistics segment increased 8.8% year on year to ¥8.889 billion due to an increase in project cargo handled, but segment profit decreased 12.7% to ¥292 million due mainly to the impact of higher costs resulting from competition for orders.」

    Intensifying competition for orders continued to make the logistics industry's operating environment difficult, and higher costs resulting from competition for orders were reflected in lower segment profit in the international logistics business.
  6. FY2019RestatedAnnual report

    「In the logistics industry, import and export freight movement remained firm, but the operating environment continued to be challenging due to intensified competition for orders, diversification of logistics formats, and higher costs associated with securing labor.」

    The difficult operating environment continues due to intensifying competition for orders, diversification of logistics formats and higher costs associated with securing labor.
  7. FY2019-Q3The description changed from diversification of customer needs to diversification of logistics formats.Annual report

    「In the logistics industry, import and export freight movement was firm, but the operating environment remained challenging due to intensified competition for orders, diversification of logistics formats, and issues securing labor.」

    While intensifying competition for orders and issues involving securing labor continue, the description now refers to “diversification of logistics formats” instead of “diversification of customer needs,” which had been cited through the previous quarter.
  8. FY2019-Q2RestatedAnnual report

    「In the logistics industry, import and export cargo movements were firm, but the difficult operating environment continued due to intensifying competition for orders, increasingly diverse customer needs and issues including securing labor.」

    While import and export cargo movements remain firm, the difficult operating environment caused by competition for orders, increasingly diverse customer needs and labor shortages continues.
  9. FY2019-Q1Diversification of customer needs was added to competition for orders and labor shortages.Annual report

    「In the logistics industry, cargo movements for both imports and exports were firm, but the operating environment remained difficult due to intensifying competition for orders, increasingly diverse customer needs and issues including securing labor.」

    In addition to the existing issues of intensifying competition for orders and securing labor, diversification of customer needs is cited as a factor contributing to the logistics industry's difficulties.
  10. FY2018The issue of securing labor was added to intensifying competition for orders as a challenge facing the logistics industry.Annual report

    「In the logistics industry, cargo movements for both imports and exports were firm, but the operating environment remained difficult throughout the period due to intensifying competition for orders and issues including securing labor.」

    In addition to firm import and export cargo volumes and intensifying competition for orders, the issue of securing labor is cited as a new factor contributing to the logistics industry's difficulties.
  11. FY2018-Q3RestatedAnnual report

    「In the logistics industry, import and export freight movement was firm, but the operating environment remained challenging due to intensified competition for orders.」

    While import and export cargo movements remain firm, the difficult operating environment caused by intensifying competition for orders also continues.
  12. FY2018-Q2RestatedAnnual report

    「In the logistics industry, import and export freight movement was firm, but the operating environment remained challenging due to intensified competition for orders.」

    Although import and export cargo movements remain firm, the difficult operating environment caused by intensifying competition for orders continues.
  13. FY2018-Q1First statedAnnual report

    「In the logistics industry, import and export freight volumes were on a recovery trend, but intensified competition for orders meant that the operating environment remained challenging throughout the period.」

    It states that although import and export cargo volumes are recovering, the logistics industry's operating environment remains difficult due to intensifying competition for orders.
Moved together

"Improving Operating Profit Through SG&A Expense Reductions" moved the same way as this thread, in the same document, in 5 of its 13 moves.

54222★12345
  1. ★This thread
  2. 1Improving Operating Profit Through SG&A Expense Reductions5×
  3. 2Slowing global economic growth and uncertainty arising from the international situation4×
  4. 3Volatile Exchange Rates and Low Import and Export Cargo Volumes2×
  5. 4Declining competitiveness due to difficulties securing labor and rising labor costs2×
  6. 5Increase in Cash and Cash Equivalents2×

★ 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.

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