Kamigumi (9364) · RiskDropped
Pressure on international logistics profit from higher ocean freight costs
First written in FY2020-Q2. 1 of 2 entries say "Dropped", first in FY2020. Latest entry: FY2020.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Profit pressure from rising international shipping costsA theme 29 companies write about · 30 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2022: 11 of 24 companies on the "Worse" side.
1 other company's 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
- FY2020DroppedAnnual reportThe pressure on international logistics business profit from higher marine transportation costs, which was disclosed in the previous quarter, is not presented as an independent factor in the discussion of operating results in the full-year securities report.
- FY2020-Q2First statedAnnual report
「In the International Logistics Business, operating revenue in the International Logistics segment increased 6.5% year on year to ¥1,785.5 million due to increased handling of project cargo, but segment profit declined 6.5% to ¥63.2 million due mainly to higher ocean freight costs.」
The increase in marine transportation costs appears for the first time as an independent theme and a factor reducing segment profit in the international logistics business by 6.5% year on year.