Ef-On (9514) · RiskMaterialised
Risk of higher power-generation costs due to labor shortages and higher material prices
First written in FY2024-Q2. 1 of 2 entries say "Materialised", first in FY2024-Q3. Latest entry: FY2024-Q3.
2entries
1years
0from disclosures
How it moved
Same theme, other companies
Supply constraints and rising costs for materials, power and construction resourcesA theme 21 companies write about · 21 as a headwind · 0 as a tailwind
Ef-On moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2017: 3 of 9 companies on the "Worse" side.
0 other companies' latest entry also says "Materialised".
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 21 companies compared. The sentences above are computed from all 21.Full recordFilings, disclosures and news, newest first
- FY2024-Q3MaterialisedAnnual report
「In addition, the costs associated with scheduled maintenance have increased from typical levels due to higher prices for materials and labor, as well as an increase in the number of facilities requiring maintenance.」
Higher prices for equipment and labor, together with an increase in the number of locations requiring maintenance, have materialized as higher periodic maintenance costs and pressure on earnings. - FY2024-Q2First statedAnnual report
「Labor shortages and higher prices for various materials also reduced profit.」
The Company newly identifies labor shortages and higher material prices as cost risks that actually reduced profit in the power generation business.