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Kitakei (9872) · RiskMaterialised

Delays in the Supply of Housing Equipment Due to Semiconductor Shortages

First written in FY2021-Q3. 2 of 4 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2022-Q3.

4entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021-Q3ReframedFY2021MaterialisedFY2022-Q2 – FY2022-Q32021: 120212022: 32022
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

Kitakei moved to the "Worse" side of this theme in 2022, 4 years before the typical company in this theme (2026).

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

3 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.
Full recordFilings, disclosures and news, newest first
  1. FY2022-Q3MaterialisedAnnual report

    「Delivery delays have occurred due to disruptions to global maritime transport and the suspension of manufacturing plant operations caused by lockdowns, among other factors.」

    The company states that delivery delays for housing equipment and construction materials have actually occurred against a backdrop of manufacturing plant shutdowns and disruptions to maritime transport.
  2. FY2022-Q2MaterialisedAnnual report

    「Disruptions to global maritime transport, the suspension of manufacturing plant operations due to lockdowns, and increases in raw material and transportation costs resulting from higher crude oil prices and other factors have led to higher housing prices and delivery delays due to rising costs across building materials, among other effects.」

    The company states that higher construction-material costs and delivery delays have actually occurred against a backdrop of manufacturing plant shutdowns and disruptions to maritime transport.
  3. FY2021ReframedAnnual report

    「The situation became increasingly confused, with delivery delays for housing equipment occurring due to delays in the supply of components caused by lockdowns in Southeast Asian countries and elsewhere.」

    The stated causes of delays in the supply of housing equipment have expanded from the previous semiconductor shortages to delays in component supplies and deliveries caused by lockdowns in Southeast Asia.
  4. FY2021-Q3First statedAnnual report

    「New concerns have also emerged, including delays in the supply of some housing equipment due to semiconductor shortages, and difficult conditions for forecasting the outlook are continuing.」

    The company identifies delays in the supply of some housing equipment caused by semiconductor shortages as a new business-environment concern.
Moved together

"Uncertainty About the Outlook Due to Falling Commodity Prices, Slower Emerging-Market Growth, a Stronger Yen and Lower Stock Prices" moved the same way as this thread, in the same document, in 3 of its 4 moves.

333332★123456
  1. ★This thread
  2. 1Uncertainty About the Outlook Due to Falling Commodity Prices, Slower Emerging-Market Growth, a Stronger Yen and Lower Stock Prices3×
  3. 2Decline in Assets and Changes in Cash and Accounts Receivable3×
  4. 3Decline in Liabilities3×
  5. 4Equity Ratio of 45.5%3×
  6. 5Revenue Mix Centered on Housing Equipment and Construction-Included Sales3×
  7. 6Increase in Net Assets Due to Higher Retained Earnings2×

★ 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
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Delays in the Supply of Housing Equipment Due to Semiconductor Shortages | KITAKEI CO.,LTD. (9872) | Komori