Komori
Horai (9679) · RiskMaterialised

Higher grain and material prices and reduced harvests of self-produced feed

First written in FY2016. 3 of 7 entries say "Restated". Latest entry: FY2024.

7entries
9years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020MaterialisedFY2022 – FY20242016: 12017: 120172018: 120182019: 020192020: 120202021: 020212022: 120222023: 120232024: 12024
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 121 of 167 companies on the "Worse" side.

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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 369 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024MaterialisedAnnual report

    「The depreciation of the yen, accelerating inflation, contraction of the domestic market resulting from the declining birthrate and aging population, a declining total population, and increasingly severe labor shortages」

    The depreciation of the yen, inflation, contraction of the domestic market, population decline, and labor shortages are identified as actual operating-environment challenges.
  2. FY2023-Q2MaterialisedAnnual report

    「Although the company continued to restrain expenses, operating cost of sales exceeded the same period of the previous year due to higher variable costs accompanying increased visitor numbers and a substantial increase in utilities costs caused by higher rates,」

    A substantial increase in utility costs due to surging charges actually occurred, driving up the golf business's operating costs compared with the same period of the previous year.
  3. FY2022WorsenedAnnual report

    「The operating environment became challenging as new concerns emerged, including higher raw material prices due to Russia's invasion of Ukraine and the rapid depreciation of the yen, as well as surging energy prices such as gasoline, electricity and gas.」

    In addition to the existing risks related to grain and material prices, the Ukraine situation, yen depreciation, and surging gasoline, electricity and gas prices were identified as actual concerns in the operating environment.
  4. FY2020RestatedAnnual report

    「In the dairy farming segment, rises in grain and material prices and declines in the harvest of self-produced feed due to natural disasters and other factors affect costs.」

    Rises in grain and material prices and declines in self-produced feed due to natural disasters are reiterated as cost risks.
  5. FY2018RestatedAnnual report

    「Rises in grain and material prices, and declines in the harvest of self-produced feed due to natural disasters and other factors, affect costs.」

    Rises in grain and material prices and declines in self-produced feed due to natural disasters are reiterated as cost risks.
  6. FY2017RestatedAnnual report

    「Rises in grain and material prices, and declines in the harvest of self-produced feed due to natural disasters and other factors, affect costs.」

    Rises in grain and material prices and declines in self-produced feed due to natural disasters are reiterated as cost risks.
  7. FY2016First statedAnnual report

    「Rises in grain and material prices, and declines in the harvest of self-produced feed due to natural disasters and other factors, affect costs.」

    Rises in feed and material prices and declines in self-produced feed harvests due to natural disasters are identified as factors driving up costs.
Moved together

"The structural deficit inherent in the Senbonmatsu business" moved the same way as this thread, in the same document, in 2 of its 7 moves.

22★12
  1. ★This thread
  2. 1The structural deficit inherent in the Senbonmatsu business2×
  3. 2Uncertainty arising from economic conditions, foreign exchange rates, overseas developments and disasters2×

★ 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.

When this could move next
Horai's next results are scheduled for 2026-10-30. Read the earnings preview
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