Komori
Tama Home (1419) · RiskRestatedLatest Revision of earnings forecasts (2026-07-14): "Reframed"

Shortage of skilled workers and longer construction periods due to Olympic demand and other factors

First written in FY2017. 2 of 5 entries say "Restated". Latest entry: 2026-07-14.

5entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2019-Q12017: 220172018: 220182019: 020192020: 020202021: 020212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Construction project delays caused by labor shortages in the construction industryA theme 34 companies write about · 34 as a headwind · 0 as a tailwind

Tama Home moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).

The whole theme swung hardest in 2022: 6 of 14 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 34 companies compared. The sentences above are computed from all 34.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-14ReframedRevision of earnings forecasts

    「In the company's operating environment, responding to issues including contraction of the domestic housing market and declining housing starts due to population decline, as well as labor shortages and the aging workforce in the construction industry, has become an important challenge.」

    The wording expanded from a focus on craft-worker shortages associated with Olympic demand to the structural issues of labor shortages and an aging workforce in the construction industry.
  2. FY2019-Q1RestatedAnnual report

    「不動産事業においては、オリンピック関連の建設ラッシュによる職人不足が進んでおり、着工期間の長期化への影響が懸念されるなか、資金回転率を重視した10区画以下の小規模分譲地を中心とした仕入、販売に取り組みました。」

    オリンピック関連の建設ラッシュによる職人不足の進行と、着工期間長期化への懸念を継続して記載している。
  3. FY2018-Q2RestatedAnnual report

    「オリンピック需要拡大による職人不足が進んでおり、着工期間の長期化への影響が懸念されますが、戸建分譲の受注・引渡棟数は前年同期比で増加したことに加え、収益性も改善しました。」

    職人不足が進み着工期間長期化が懸念されるとの説明を継続している一方、戸建分譲の受注・引渡棟数と収益性には改善を記載している。
  4. FY2018-Q1WorsenedAnnual report

    「オリンピック需要拡大による職人不足が進んでおり、着工期間の長期化への影響が懸念されます。」

    従来の職人不足懸念について、職人不足が進行し、着工期間長期化への影響が懸念される状況として記載している。
  5. FY2017First statedAnnual report

    「Although housing starts have been broadly flat, the industry faces concerns including contraction of the domestic market due to population decline and shortages of skilled workers caused by Olympic-related demand.」

    The company identified Olympic-related labor shortages as an industry concern, separately noting possible effects including longer construction periods, delivery delays and lower margins.
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 Tama Home yet. It last moved in the Revision of earnings forecasts of 2026-07-14: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.