Komori
Charle (9885) · RiskReframed

Risk of Concentrating Production in China and Other Asian Regions

First written in FY2016. 10 of 16 entries say "Restated". Latest entry: FY2026.

16entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q1WorsenedFY2019 – FY2022RestatedFY20232016: 320162017: 420172018: 320182019: 120192020: 120202021: 120212022: 120222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Operating and Country Risk from Concentration of Overseas ProductionA theme 77 companies write about · 79 as a headwind · 0 as a tailwind

Charle moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).

The whole theme swung hardest in 2022: 27 of 57 companies on the "Worse" side.

1 other company's latest entry also says "Reframed".

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 77 companies compared. The sentences above are computed from all 77.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「In local procurement associated with the Group's overseas production, raw material prices may rise due to foreign exchange fluctuations, international conflicts and other factors. If these increases cannot be fully absorbed through price pass-through to selling prices or other measures, or if suppliers have difficulty procuring raw materials, this could affect the Group's business results.」

    The previously identified risks associated with overseas production and procurement in Asia have been organized as Group-wide procurement risks, including foreign exchange fluctuations, international conflicts and difficulty procuring raw materials.
  2. FY2023RestatedAnnual report

    「In local procurement associated with overseas production, raw material prices may rise due to international conflicts and other factors. If these increases cannot be fully absorbed through price pass-through to selling prices or other measures, this could affect the Group's business results.」

    The disclosure continues to cover rising raw material prices due to international conflicts and other factors associated with overseas production and local procurement, and the impact on business results if the increases cannot be absorbed through price pass-through to selling prices.
  3. FY2022WorsenedAnnual report

    「In local procurement associated with overseas production, raw material prices may rise due to international conflicts and other factors. If these increases cannot be fully absorbed through price pass-through to selling prices or other measures, this could affect the Group's business results.」

    The risks associated with overseas production and local procurement now expressly include rising raw material prices due to international conflicts and other factors, and the possibility that these increases cannot be fully absorbed through price pass-through.
  4. FY2021MaterialisedAnnual report

    「Postponed launches of new products due to production disruptions at overseas business partners caused by the spread of COVID-19.」

    Production disruptions at overseas business partners and postponed launches of new products affected full-year sales performance, bringing to light the risks associated with dependence on overseas production and procurement.
  5. FY2021-Q1MaterialisedAnnual report

    「With respect to products, sales conditions were significantly affected by delays in the arrival of products from overseas business partners, resulting in postponed launches due to the global spread of infectious disease, as well as reduced activity by business members and weaker customer sentiment due to requests to refrain from nonessential and nonurgent outings.」

    Delays in receiving products from overseas business partners and postponed launches actually occurred, bringing to light the risks associated with dependence on overseas production and procurement in Asia and elsewhere.
  6. FY2019WorsenedAnnual report

    「Accordingly, if production plans or quality control systems are disrupted by economic conditions, political instability, import restrictions, logistics conditions or other factors in the countries of production, this could affect the Group's business results and financial position.」

    In addition to the previously identified risks of economic conditions and political instability, import restrictions and logistics conditions are expressly identified as risk factors affecting production and quality control.
  7. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No material changes are reported in the risks associated with concentrating production in China and other Asian regions and with rising labor and raw material costs in Asia.
  8. FY2018RestatedAnnual report

    「More than half of the products are manufactured in China and other parts of Asia. Accordingly, if problems arise in production planning or quality-control systems due to economic conditions, political instability, or other factors in the countries of production, this may affect the company's performance and financial condition.」

    The disclosure continues to state that more than half of production is located in China and other Asian regions and that economic and political conditions in the countries of production may affect the business.
  9. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the first 9 months. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No material changes are reported in the risks associated with concentrating production in China and other Asian regions and with rising labor and raw material costs in Asia.
  10. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the first half. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No material changes are reported in the risks associated with concentrating production in China and other Asian regions and with rising labor and raw material costs in Asia. No quantified risk or actual occurrence can be confirmed from this disclosure.
  11. FY2018-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No material changes are reported in the risks associated with concentrating production in China and other Asian regions and with rising labor and raw material costs in Asia.
  12. FY2017RestatedAnnual report

    「More than half of the products are manufactured in China and other parts of Asia. Accordingly, if problems arise in production planning or quality-control systems due to economic conditions, political instability, or other factors in the countries of production, this may affect the company's performance and financial condition.」

    The disclosure continues to state that more than half of products are manufactured in China and other Asian regions, and that economic conditions and political instability in the countries of production may affect the business.
  13. FY2017-Q3RestatedAnnual report

    「No new business or other risks arose during the first 9 months. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No material changes are reported in the risk associated with concentrating production in China and other Asian regions. The business environment of rising labor costs in Asia and soaring raw material prices is also described.
  14. FY2017-Q2RestatedAnnual report

    「In Japan's women's lingerie market, the business environment remained challenging, due in part to rising labor costs in Asia and soaring raw material prices.」

    The disclosure states that rising labor costs in Asia and soaring raw material prices have continued, but that there have been no material changes in business and other risks.
  15. FY2017-Q1RestatedAnnual report

    「In Japan's women's lingerie market, the business environment remained challenging, due in part to rising labor costs in Asia and soaring raw material prices.」

    The business environment of rising labor costs in Asia and soaring raw material prices is described, but no material changes are reported in business and other risks.
  16. FY2016First statedAnnual report

    「More than half of the products are manufactured in China and other parts of Asia. Accordingly, if problems arise in production planning or quality-control systems due to economic conditions, political instability, or other factors in the countries of production, this may affect the company's performance and financial condition.」

    The proportion of products manufactured in those regions is quantified as “more than half.”
Moved together

"Impact on Performance from Domestic Demand, Economic Conditions, Competition, and Weather Volatility" moved the same way as this thread, in the same document, in 4 of its 16 moves.

444322★123456
  1. ★This thread
  2. 1Impact on Performance from Domestic Demand, Economic Conditions, Competition, and Weather Volatility4×
  3. 2Business Interruption Risk from Natural Disasters, Accidents, and Infectious Diseases4×
  4. 3Business Impact of Pandemics Such as COVID-194×
  5. 4Risk of lower sales due to fewer people being at home and aversion to door-to-door sales3×
  6. 5Improvement in Revenue and Operating Profit2×
  7. 6Net sales of ¥19.4 billion and an operating margin of 5% or more for the fiscal year ending March 20202×

★ 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
No upcoming earnings preview for Charle yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Concentrating Production in China and Other Asian Regions | CHARLE CO.,LTD. (9885) | Komori