Two impacts of Kobe Steel misconduct
Hello, this is the manager of the Nikkei OP Sales Blog, "Hobo."
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Now, the theme this time isKobe Steel Issue.
The mismanagement of inspection at Kobe Steel has become a problem.
It reminds us of the former Ajisai incident.
Now, let us consider this issue in two main parts.
Delivered materials and pre-delivery materials.
＜1. Delivered materials＞
These are materials that have already been delivered to numerous manufacturers such as automakers, railways, and aircraft makers.
Some companies have announced that there is no safety issue. There remains concerns about large recalls in some automakers, but on a macro level, it may not become a major problem.
Of course, claims for damages against Kobe Steel will remain.
Also, if a major safety issue arises in the future, the story will change.
＜2. Materials awaiting delivery＞
The manager is paying close attention to whether this will become a big problem or not.
From now on, it is expected to take considerable time due to re-inspection and other measures.
If these inspections drag on, downstream manufacturersmay experience production delaysas a possibility. In such a case,the economy may slow downas a concern.
From now on, it is necessary to watch the developments carefully.
Note) The above is my personal view, and is intended solely to improve financial literacy. Therefore, it is not created for investment solicitation. The final investment decisions should be made at your own responsibility.
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