Komori
Cocolive (137A) · RiskRestated

Higher Building Material Costs Due to the Timber Shock and Yen Depreciation

First written in FY2024-Q3. 6 of 8 entries say "Restated". Latest entry: 2026-10-09.

8entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-Q3 – FY2024ReframedFY2025-H1RestatedFY2025 – 2026-10-092024: 220242025: 220252026: 42026
Same theme, other companies
Increase in Building Materials Business Costs Due to Higher Timber PricesA theme 24 companies write about · 25 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 7 of 9 companies on the "Worse" side.

6 other companies' latest entry also says "Restated".

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 24 companies compared. The sentences above are computed from all 24.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-09RestatedEarnings

    「更に住宅ローン金利の上昇、円安による建築資材の高騰、慢性的な人手不足等により、国内で住居を提供する不動産業者にとってもデジタル技術やAIを用いた業務改革・経営の効率化が一層求められる状況となっております。」

    住宅ローン金利の上昇、円安による建築資材高騰、慢性的な人手不足を、不動産業者にデジタル化・効率化が求められる要因として継続して記載している。
  2. FY2026RestatedAnnual report

    「The real estate industry to which our customers belong is susceptible to the effects of business cycles, economic conditions, interest-rate trends, land-price trends and higher material prices. These factors may affect the willingness of the real estate companies we target to invest in IT systems, which may in turn affect our business operations, operating results and financial condition.」

    The company continues to describe external-environment risks in the real estate industry, including higher material prices.
  3. 2026-04-10RestatedEarnings

    「Moreover, higher building material costs resulting from yen depreciation and labor shortages have created a situation in which real estate companies providing housing in Japan are also required to reform their operations and improve management efficiency using digital technologies.」

    The company continues to identify higher construction-material costs resulting from the weaker yen and labor shortages as factors driving real estate companies toward digitalization and greater efficiency.
  4. FY2026-H1RestatedAnnual report

    「Moreover, higher building material costs resulting from yen depreciation and labor shortages have created a situation in which real estate companies providing housing in Japan are also required to reform their operations and improve management efficiency using digital technologies.」

    Higher building material costs caused by yen depreciation and labor shortages continue to be identified as factors requiring digitalization and efficiency improvements.
  5. FY2025RestatedAnnual report

    「The real estate industry to which our customers belong is susceptible to the effects of business cycles, economic conditions, interest-rate trends, land-price trends and higher material prices. These factors may affect the willingness of the real estate companies we target to invest in IT systems, which may in turn affect our business operations, operating results and financial condition.」

    The company continues to describe external-environment risks specific to the real estate industry, including higher material prices.
  6. FY2025-H1ReframedAnnual report

    「Moreover, higher building material costs resulting from yen depreciation and labor shortages have created a situation in which real estate companies providing housing in Japan are also required to reform their operations and improve management efficiency using digital technologies.」

    In addition to higher building material costs caused by yen depreciation, labor shortages are identified as a factor driving real estate companies toward digitalization and efficiency improvements.
  7. FY2024RestatedAnnual report

    「The real estate industry to which our customers belong is susceptible to the effects of business cycles, economic conditions, interest-rate trends, land-price trends and higher material prices. These factors may affect the willingness of the real estate companies we target to invest in IT systems, which may in turn affect our business operations, operating results and financial condition.」

    The company continues to describe external-environment risks in the real estate industry, including higher building material prices.
  8. FY2024-Q3First statedAnnual report

    「Moreover, the recent timber shock and higher building material costs resulting from yen depreciation have created a situation in which real estate companies providing housing in Japan are also required to reform their operations and improve management efficiency using digital technologies.」

    Higher building material prices are identified as an existing operating burden and linked to the need for operational reform and efficiency improvements through digital technology.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Cocolive yet. It last moved in the Earnings of 2026-10-09: "Restated".
News
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