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Ait (9381) · RiskReframed

Production Stoppages and Logistics Disruptions Caused by COVID-19

First written in FY2021-Q1. 5 of 13 entries say "Mitigated", first in FY2021. Latest entry: FY2025.

13entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2023 – FY2024-Q22020: 220202021: 320212022: 420222023: 320232024: 020242025: 12025
Same theme, other companies

Ait moved to the "Worse" side of this theme in 2025, 5 years after the typical company in this theme (2020).

1 other company's latest entry also says "Reframed".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025ReframedAnnual report

    「If the emergence of a new infectious disease or the spread of an infectious disease causes production activities in China and other countries to cease, or leads to prolonged stagnation in logistics, this could affect the performance of the group.」

    The disclosure has broadened from its previous focus on COVID-19 to the risk of production stoppages and prolonged logistics disruptions caused by infectious diseases in general.
  2. FY2024-Q2MitigatedAnnual report

    「During the first 2 quarters of the current consolidated fiscal year, Japan's economy has been recovering gradually as the transition of COVID-19 to a Class 5 infectious disease has contributed to the normalization of social and economic activity.」

    The transition of COVID-19 to a Class 5 infectious disease has advanced the normalization of social and economic activity, indicating that its economic and logistics impact is easing.
  3. FY2023MitigatedAnnual report

    「During the 2 months of April and May last year, the Shanghai lockdown temporarily disrupted supply chains and reduced logistics capacity, creating difficult operating conditions. However, the company worked to maintain stable international cargo transportation.」

    Although the Shanghai lockdown caused supply-chain disruptions and reduced logistics capacity, the company describes measures taken to maintain stable transportation, treating the impact as temporary.
  4. FY2023-Q3RestatedAnnual report

    「During the 2 months of April and May last year, the Shanghai lockdown temporarily disrupted supply chains and reduced the capacity of international logistics and other logistics functions, including domestic trucking in China. The company worked closely with its Chinese subsidiaries to maintain stable international cargo transportation.」

    Although the Shanghai lockdown disrupted supply chains and reduced logistics capacity, the company continued transportation operations through coordination with its Chinese subsidiaries.
  5. FY2023-Q2MaterialisedAnnual report

    「During the 2 months of April and May this year, the lockdown resulting from the resurgence of COVID-19 in Shanghai, China left many production facilities operated by shippers with production bases in Shanghai unable to operate. This disrupted supply chains, reduced the capacity of international logistics and domestic trucking in China, and resulted in difficult conditions that continued.」

    The Shanghai lockdown caused production facilities to shut down, disrupted supply chains, and reduced the capacity of international logistics and domestic trucking in China.
  6. FY2023-Q1MaterialisedAnnual report

    「The resurgence of COVID-19 in Shanghai, China led to a lockdown, leaving many production facilities operated by shippers with production bases in Shanghai unable to operate. This disrupted supply chains, reduced the capacity of international logistics and domestic trucking in China, and resulted in extremely difficult conditions that continued.」

    The resurgence of COVID-19 led to a lockdown in Shanghai, causing production facilities to shut down, disrupting supply chains, and reducing the capacity of international logistics and trucking.
  7. FY2022MitigatedAnnual report

    「Regarding the impact of COVID-19, the spread of variants and other factors make it difficult to accurately predict when the situation will converge. However, during the current consolidated fiscal year, there were no major disruptions or delays in logistics attributable to the spread of the disease, and the number of international cargo shipments handled, the company's core business, exceeded the level in the same period of the previous year. Based on recent operating conditions and other factors, the company has determined that the impact of COVID-19 is limited.」

    Although the timing of the containment of COVID-19 remains difficult to predict, the company determined that its impact was limited, as there were no major disruptions or delays in logistics during the year.
  8. FY2022-Q3RestatedAnnual report

    「We will continue to closely monitor the impact of the spread of the COVID-19 pandemic on the business.」

    The company states that it will continue to closely monitor the impact of the spread of COVID-19 on its business.
  9. FY2022-Q1MitigatedAnnual report

    「Although the business environment surrounding the Group has not been affected logistically by the resurgence of the COVID-19 pandemic,」

    The pandemic has resurged, but the Company states that there was no impact on logistics during the current quarter.
  10. FY2021MitigatedAnnual report

    「The temporary logistics disruptions in China at the beginning of the current consolidated fiscal year have been resolved. The number of international freight shipments handled, the Group's core business, also exceeded the level in the same period of the previous year. Based on recent operating conditions and other factors, we have determined that the impact of the pandemic is limited.」

    While the temporary logistics disruptions in China have been resolved and the impact of the pandemic is considered limited, the Company continues to disclose the possibility of fluctuations in performance depending on when the pandemic subsides and how it develops.
  11. FY2021-Q3RestatedAnnual report

    「Because the COVID-19 pandemic and its future course, including when it will subside, could cause unexpected fluctuations in the Group's performance, we will continue to closely monitor developments.」

    The Company continues to disclose the risk of fluctuations in performance due to the impact of the pandemic and the inability to foresee when it will subside.
  12. FY2021-Q2WorsenedAnnual report

    「There are concerns that personal consumption will decline if the effects of the COVID-19 pandemic persist for an extended period.」

    In addition to production and logistics disruptions in China, the scope and duration of the risks have expanded as weakness in personal consumption following Japan's declaration of a state of emergency and concerns over the prolonged impact of the pandemic continue.
  13. FY2021-Q1First statedAnnual report

    「As the COVID-19 pandemic spread, the Chinese government announced an extension of the Chinese New Year holiday. The resulting suspension of economic activity temporarily disrupted logistics and prevented the production of export goods from progressing.」

    The Company identified for the first time the suspension of economic activity, logistics disruptions and delays in the production of export goods in China caused by the COVID-19 pandemic as new risks that could affect the Group's performance. It stated that temporary logistics and production disruptions had actually occurred in China.
Moved together

"Securing Profits Amid Exchange-Rate Effects in the China Business" moved the same way as this thread, in the same document, in 6 of its 13 moves.

654433★123456
  1. ★This thread
  2. 1Securing Profits Amid Exchange-Rate Effects in the China Business6×
  3. 2Increase in Trade Receivables and Advances Paid on Behalf of Others and Bad Debt Risk5×
  4. 3Profit growth with operating revenue nearly flat4×
  5. 4¥15 Interim Dividend4×
  6. 5Securing Stable Profit Through SG&A Expense Control3×
  7. 6Increase in Containers Handled in Japan’s Maritime Transportation Sector3×

★ 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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No upcoming earnings preview for Ait yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Production Stoppages and Logistics Disruptions Caused by COVID-19 | AIT CORPORATION (9381) | Komori