Higher Raw-Material and Transportation Costs and Disruptions in Maritime Shipping
First written in FY2022-Q1. 7 of 12 entries say "Reframed", first in FY2023-Q3. Latest entry: FY2026-H1.
Kitakei moved to the "Worse" side of this theme in 2024, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 22 of 37 companies on the "Worse" side.
5 other companies' latest entry also says "Reframed".
- FY2026-H1ReframedAnnual report
「The impact of higher resource and raw material prices and unstable supplies of building materials due to the situation in the Middle East, as well as inflation and exchange-rate and interest-rate fluctuations」
It organizes higher resource and raw material prices, unstable supplies of building materials, inflation and exchange-rate and interest-rate fluctuations, together with the impact of the situation in the Middle East, as cost and economic-environment risks. - FY2025-H1ReframedAnnual report
「The outlook remained uncertain due to the impact of persistently high resource and raw material prices, inflation, exchange-rate and interest-rate fluctuations, and developments in U.S. tariff policy, among other factors.」
It explicitly identifies resource and raw material prices, inflation and exchange-rate fluctuations, together with interest-rate fluctuations and developments in U.S. tariff policy, as cost and economic-environment risks. - FY2024ReframedAnnual report
「In addition to inflation accompanying higher resource and raw material prices and heightened geopolitical risks resulting from turmoil in the situation in the Middle East, factors including concerns over the outlook for the Chinese economy and fluctuations in exchange rates and interest rates」
It has updated its description of cost-increase risks to include economic-environment risks involving resource and raw material prices, the situation in the Middle East, the Chinese economy, and exchange-rate and interest-rate fluctuations. - FY2024-Q2ReframedAnnual report
「However, the outlook remained uncertain due to geopolitical risks and other factors arising from inflation accompanying higher resource and raw material prices caused by the weaker yen, the situation involving Russia and Ukraine, and uncertainty surrounding the situation in the Middle East.」
It organizes inflation caused by the weaker yen and higher resource and raw material prices, together with geopolitical risks arising from the situation involving Russia and Ukraine and uncertainty surrounding the situation in the Middle East, as ongoing external-environment risks. - FY2024-Q1ReframedAnnual report
「Downside risks to overseas economies associated with global monetary tightening and uncertainty over the outlook for the Chinese economy, inflation accompanying higher resource and raw material prices amid the weaker-yen trend, and rising geopolitical risks due to the prolonged Russian invasion of Ukraine and uncertainty surrounding the situation in the Middle East, among other factors」
In addition to the situation in Ukraine and the weaker yen and high resource prices previously identified, it organizes global monetary tightening, uncertainty over the outlook for the Chinese economy and uncertainty surrounding the situation in the Middle East as cost and economic-environment risks. - FY2023ReframedAnnual report
「Higher raw material and energy prices and inflation caused by the prolonged Russian invasion of Ukraine and the weaker yen, as well as wage increases and other factors」
It explicitly identifies higher raw material and energy prices, the weaker yen and inflation, together with inflation caused by wage increases and other factors, as cost-environment risks. - FY2023-Q3ReframedAnnual report
「Higher raw material and energy prices and inflation caused by the prolonged Russian invasion of Ukraine and the weaker yen, as well as wage increases and other factors」
It explicitly identifies higher raw material and energy prices, together with inflation caused by wage increases and other factors, as cost-environment risks. - FY2023-Q2RestatedAnnual report
「Economic risks, including soaring resource prices and the resulting inflation caused by the prolonged Russian invasion of Ukraine and yen depreciation, among other factors, remain high」
External-environment risks involving persistently high resource prices and inflation continue. - FY2022RestatedAnnual report
「Meanwhile, across building materials generally, in addition to higher raw material and transportation costs driven by rising crude oil prices and other factors, sharp exchange-rate fluctuations caused further cost increases, leading to higher housing prices」
It states that, in addition to higher raw material and transportation costs, sharp exchange-rate fluctuations caused further cost increases, leading to higher housing prices. - FY2022-Q3MaterialisedAnnual report
「In addition to higher raw-material and transportation costs due to rising crude oil prices and other factors, housing prices have also increased as a result of higher costs caused by sharp foreign-exchange fluctuations,」
The company states that, in addition to higher raw-material and transportation costs, higher costs caused by sharp foreign-exchange fluctuations and rising housing prices have actually occurred. - FY2022-Q2MaterialisedAnnual report
「Disruptions to maritime transport worldwide, manufacturing plant shutdowns due to lockdowns, and higher raw-material and transportation costs due to rising crude oil prices and other factors have occurred,」
The previously disclosed issue of higher raw-material and transportation costs has become more specific as an actual problem occurring alongside disruptions to maritime transport and manufacturing plant shutdowns. - FY2022-Q1First statedAnnual report
「Problems have arisen, including higher raw-material and transportation costs due to rising crude oil prices and other factors, as well as disruptions to maritime transport worldwide, and uncertainty about the outlook continues.」
The company identifies higher raw-material and transportation costs against a backdrop of rising crude oil prices and other factors, together with disruptions to maritime transport worldwide, as new business-environment risks.