Kamigumi (9364) · RiskDropped
Tight Global Supply and Demand for Ocean Freight Containers
First written in FY2022-Q3. 1 of 3 entries say "Reframed", first in FY2022. Latest entry: FY2023-Q1.
3entries
1years
0from disclosures
How it moved
Same theme, other companies
Disruption of Logistics Networks Caused by International Conflicts, Lockdowns and Natural DisastersA theme 29 companies write about · 30 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 8 of 11 companies on the "Worse" side.
3 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 29 companies compared. The sentences above are computed from all 29.Full recordFilings, disclosures and news, newest first
- FY2023-Q1DroppedAnnual reportThe previously disclosed global tightness in supply and demand for ocean containers was not explicitly mentioned in the explanation of operating results for the current quarter. Instead, the challenging environment for the logistics industry was described in terms of declines in import and export cargo and domestic cargo, along with higher fuel costs.
- FY2022Added rising costs resulting from higher fuel and resource prices to the tight supply and demand for ocean containersAnnual report
「In the logistics industry, handling volumes for domestic and import and export freight were on a recovery trend, but the operating environment remained challenging due to tight global ocean container supply and demand and soaring fuel costs.」
In addition to the previous tightness in supply and demand for ocean containers, higher fuel costs have become a factor contributing to the logistics industry's challenging business environment. - FY2022-Q3First statedAnnual report
「In the logistics industry, handling volumes for domestic and import and export freight were on a recovery trend, but the global shortage of ocean container capacity did not improve, and the operating environment remained challenging.」
The company identifies the continuing tightness in global supply and demand for ocean containers as a new risk making the business environment for the logistics industry more challenging.