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Daito Koun (9367) · RiskRestated

Risk of Higher Transportation Costs Due to Rising Crude Oil Prices

First written in FY2016. 29 of 31 entries say "Restated". Latest entry: FY2026-H1.

31entries
10years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2022-Q3RestatedFY2023-Q1 – FY2026-H12016: 320162017: 420172018: 420182019: 320192020: 320202021: 320212022: 420222023: 320232024: 220242025: 22025
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.

11 other companies' 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.
Showing 14 of the 33 companies compared. The sentences above are computed from all 33.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「かかる環境下、物流業界におきましては、輸出および輸入は各々おおむね横ばいでの推移となりましたが、物価上昇や燃料費の高騰、ドライバー不足、2024年問題への対応と厳しい状況が続いています。」

    燃料費の高騰を含む輸送コスト環境の厳しさが続いている。
  2. FY2025RestatedAnnual report

    「当社グループでは原油価格の高騰による燃料油価格の上昇は、取扱貨物の輸送コスト増に繋がる恐れがあります。輸送コストの削減に努めますが、コスト増を吸収できず業績に影響を及ぼす可能性があります。」

    原油価格・燃料油価格上昇による輸送コスト増加リスクと、コスト削減の方針を継続している。
  3. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new major risks or significant changes to the business risks described in the annual securities report that management recognized as potentially having a material effect on the financial position, operating results, or cash flows of the consolidated companies, among the matters concerning business conditions and financial matters described in this Semiannual Report.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  4. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  5. FY2024-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  6. FY2023RestatedAnnual report

    「当社グループでは原油価格の高騰による燃料油価格の上昇は、取扱貨物の輸送コスト増に繋がる恐れがあります。輸送コストの削減に努めますが、コスト増を吸収できず業績に影響を及ぼす可能性があります。」

    原油価格高騰、燃料油価格上昇、輸送コスト増加のリスクを継続している。
  7. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  8. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  9. FY2023-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  10. FY2022WorsenedAnnual report

    「また、物流環境においては、労働人口減少と高齢化に伴うドライバー不足、さらに燃料価格の高騰など、厳しい状況が続くと予想されます。」

    ドライバー不足に加え、燃料価格の高騰を挙げ、物流環境の厳しさが続くと予想している。
  11. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  12. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  13. FY2022-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  14. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  15. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  16. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  17. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  18. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  19. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  20. FY2019RestatedAnnual report

    「当企業集団では原油価格の高騰による燃料油価格の上昇は、取扱貨物の輸送コスト増に繋がる恐れがあります。輸送コストの削減に努めますが、コスト増を吸収できず業績に影響を及ぼす可能性があります。」

    原油価格高騰による燃料油価格・輸送コスト上昇のリスクを引き続き記載している。
  21. FY2019-Q2RestatedAnnual report

    「また、米国の保護主義台頭、米中貿易摩擦、原油高、Brexit等により先行き不透明が強まりました。」

    原油高を外部環境の不透明要因として挙げているが、原油価格高騰による輸送コスト増加リスクについて、リスク項目自体の重要な変更は示していない。
  22. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  23. FY2018RestatedAnnual report

    「当企業集団では原油価格の高騰による燃料油価格の上昇は、取扱貨物の輸送コスト増に繋がる恐れがあります。輸送コストの削減に努めますが、コスト増を吸収できず業績に影響を及ぼす可能性があります。」

    原油価格高騰による燃料油価格・輸送コスト上昇のリスクを引き続き記載している。
  24. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。業績説明では運送コストの増加に言及しているが、原油価格との因果関係は記載していない。
  25. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  26. FY2018-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  27. FY2017RestatedAnnual report

    「当企業集団では原油価格の高騰による燃料油価格の上昇は、取扱貨物の輸送コスト増に繋がる恐れがあります。輸送コストの削減に努めますが、コスト増を吸収できず業績に影響を及ぼす可能性があります。」

    原油価格上昇による燃料・輸送コスト増加の可能性を引き続きリスクとしている。
  28. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  29. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  30. FY2017-Q1RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    原油価格高騰による輸送コスト増加リスクについて、重要な変更はないとしている。
  31. FY2016First statedAnnual report

    「当社グループでは原油価格の高騰による燃料油価格の上昇は、取扱貨物の輸送コスト増に繋がる恐れがあります。輸送コストの削減に努めますが、コスト増を吸収できず業績に影響を及ぼす可能性があります。」

    燃料油価格上昇によるコスト増を認識し、輸送コスト削減に努めるとしている。
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Risk of Higher Transportation Costs Due to Rising Crude Oil Prices | DAITO KOUN CO.,LTD. (9367) | Komori