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Hokkaido Gas (9534) · RiskDropped

Delivery delays for gas appliances due to material shortages

First written in FY2023-Q1. 2 of 4 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2023.

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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2023-Q1 – FY2023-Q2OtherFY2023-Q3 – FY20232022: 220222023: 22023
Same theme, other companies
Shipment Restrictions on Housing Equipment Due to Difficulties Procuring Overseas ComponentsA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 4 of 6 companies on the "Worse" side.

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2023DroppedAnnual report

    「Segment profit increased 14.0% year on year to ¥1,312 million, mainly due to higher revenue from appliance sales.」

    Delivery delays for gas appliances due to component shortages, which had been disclosed through the previous quarter, were not explicitly mentioned in the full-year performance discussion or business and other risks for the fiscal year, while appliance sales were described as a factor supporting higher revenue.
  2. FY2023-Q3Continued delivery delays and narrower decline in earningsAnnual report

    「Segment profit fell 32.6% to ¥318 million, mainly because lower earnings from equipment sales, due in part to delays in gas equipment deliveries caused by component shortages, weighed on results.」

    Delays in gas appliance deliveries due to component shortages continued to be an actual factor behind lower earnings, but the decline narrowed to 32.6% year on year.
  3. FY2023-Q2MaterialisedAnnual report

    「Segment profit fell 77.4% to ¥94 million, mainly because lower earnings from equipment sales, due in part to delays in gas equipment deliveries caused by component shortages, weighed on results.」

    Delays in gas appliance deliveries due to component shortages continued, actually resulting in lower earnings from appliance sales and a 77.4% year-on-year decline in profit from the energy-related segment.
  4. FY2023-Q1MaterialisedAnnual report

    「Segment profit decreased 75.8% to ¥97 million, owing mainly to lower profit from appliance sales due to delays in gas equipment deliveries caused by shortages of components.」

    Delays in gas appliance deliveries due to component shortages actually became a factor behind lower earnings from appliance sales, and profit from the energy-related segment fell 75.8% year on year.
Moved together

"Higher revenue from construction and equipment businesses driven by detached and rental housing wins" moved the same way as this thread, in the same document, in 2 of its 4 moves.

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  1. ★This thread
  2. 1Higher revenue from construction and equipment businesses driven by detached and rental housing wins2×

★ 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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Hokkaido Gas's next results are scheduled for 2026-10-29. Read the earnings preview
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Delivery delays for gas appliances due to material shortages | HOKKAIDO GAS CO.,LTD. (9534) | Komori