Expansion of Domestic Construction Investment Driven by Tokyo Olympics and Redevelopment Demand
First written in FY2017. 14 of 23 entries say "Reframed", first in FY2018. Latest entry: FY2026.
Taisei Oncho moved to the "Worse" side of this theme in 2020.
The whole theme swung hardest in 2020: 2 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「Construction investment remained solid against a backdrop of redevelopment projects, mainly in major metropolitan areas, capital investment centered on manufacturers, and construction demand for medical facilities. Demand for renovations, including equipment upgrades and energy efficiency improvements in existing buildings, also continues.」
The demand drivers for domestic construction investment have been organized to include redevelopment, capital investment by manufacturers, medical facilities, and renovation demand such as equipment upgrades and energy efficiency improvements in existing buildings. - FY2026-H1RestatedAnnual report
「In the construction industry, continued public investment by government agencies, redevelopment centered on major metropolitan areas and capital investment by manufacturers have remained firm.」
The company reconfirms that the backdrop for domestic construction investment consists of continued public investment, redevelopment in major metropolitan areas and firm capital investment by manufacturers. - FY2025-H1ReframedAnnual report
「Although redevelopment projects, mainly in major metropolitan areas, and capital investment by manufacturers have remained firm」
The explanation has changed from one centered on infectious-disease response demand and the recovery of construction investment to one identifying redevelopment projects in major metropolitan areas and capital investment by manufacturers as demand drivers. - FY2024-Q3ReframedAnnual report
「Although construction demand remains on an upward trend, the industry is facing the need to address the overtime-work cap regulations for the construction sector, in addition to the previously elevated prices and labor shortages.」
The explanation has changed to one describing a market environment in which construction demand is increasing, while the previous concerns over soaring prices and labor shortages remain, along with the need to address the regulatory cap on overtime hours. - FY2024-Q2ReframedAnnual report
「Although construction demand is on an upward trend as economic activity normalizes, the construction industry remains in a situation requiring close monitoring, including soaring prices for materials and equipment and labor costs, shortages of construction workers and an aging workforce.」
The explanation has changed from one centered on infectious-disease response demand and the recovery of construction investment to one presenting both the increasing trend in construction demand accompanying the normalization of economic activity and concerns over materials and equipment costs, labor costs and the workforce. - FY2024-Q1RestatedAnnual report
「The construction industry has generally remained firm, and construction investment has also shown signs of recovery. However, continued attention is required due to soaring construction-material and labor costs, a shortage of construction workers and the aging of the workforce, among other factors.」
The construction industry is generally firm and construction investment is showing signs of recovery, while the company also cites soaring material and labor costs and workforce-related concerns. - FY2023-Q3ReframedAnnual report
「The construction industry has been recovering relatively steadily, but concerns remain that challenging conditions will continue due to soaring material prices stemming from the weaker yen and the situation in Ukraine.」
The explanation has changed from one centered on individual trends in public and private investment to one presenting both the recovery of the construction industry and the difficulties caused by soaring material prices. - FY2023-Q1ReframedAnnual report
「The construction industry has generally remained firm, and construction investment has also shown signs of recovery, although it has been affected by soaring construction-material prices and other factors.」
The explanation has changed from the previous focus on demand related to the Tokyo Olympics, redevelopment and infectious-disease response to one showing the coexistence of a firm construction industry, recovering construction investment and soaring material prices. - FY2022ReframedAnnual report
「Although market opportunities are expected in public investment from demand for maintenance and renewal associated with aging infrastructure and the promotion and redevelopment of healthcare systems in response to the COVID-19 pandemic, private construction investment has become uncertain as corporate capital investment has tended to be restrained due to the pandemic.」
The explanation has changed from one centered on Tokyo Olympics, redevelopment and telework-related demand to one identifying public-sector maintenance and renewal and the development of medical infrastructure as opportunities, while expressing concern about restrained private-sector investment. - FY2022-Q3ReframedAnnual report
「Although public investment has slowed somewhat due to the effects of COVID-19, private-sector investment has shown signs of recovery.」
The explanation has changed from the previous focus on demand related to the Tokyo Olympics, redevelopment, infectious-disease prevention and renovation to one presenting both stagnant public investment and a recovery in private-sector investment. - FY2022-Q2ReframedAnnual report
「Public investment has remained firm, while private-sector capital investment has also shown signs of a modest recovery.」
The explanation has changed from one centered on the decline in private-sector capital investment demand due to COVID-19 to one identifying firm public investment and a recovery in private-sector capital investment as market opportunities. - FY2022-Q1ReframedAnnual report
「The construction industry is expected to face challenging conditions, as it cannot avoid a decline in demand for private-sector capital investment due to companies’ cautious stance amid the spread of the infection.」
The explanation of domestic construction investment has changed from one centered on Tokyo Olympics and redevelopment-related demand to one indicating a decline in private-sector capital investment demand associated with the spread of infection. - FY2021-Q3RestatedAnnual report
「Market opportunities are expected from steady public investment, the implementation of infectious-disease prevention measures in response to COVID-19, and renovation demand, including the review of office environments associated with the expansion of telework.」
The company continues to identify renovation demand associated with infectious-disease prevention measures and telework as a market opportunity replacing the previous Tokyo Olympics and redevelopment demand. - FY2021-Q2ReframedAnnual report
「Market opportunities are expected from steady public investment, the implementation of infectious-disease prevention measures, and renovation demand, including the review of office environments associated with the expansion of telework.」
The explanation has changed from one centered on demand related to the Tokyo Olympics and redevelopment to one identifying public investment, infectious-disease prevention measures and office renovation demand associated with telework as market opportunities. - FY2021-Q1ReframedAnnual report
「While redevelopment-related investment, mainly in major metropolitan areas, provided support」
The explanation has changed from one centered on demand related to the Tokyo Olympic and Paralympic Games to one identifying redevelopment-related investment, mainly in major metropolitan areas, as a supporting factor. - FY2020-Q2ReframedAnnual report
「Strong construction demand related to the 2020 Tokyo Olympic and Paralympic Games and redevelopment-related investment, mainly in major metropolitan areas, remained firm.」
The description of demand drivers specifically identifies construction demand related to the Tokyo Olympics and redevelopment-related investment, mainly in major metropolitan areas. - FY2019-Q3RestatedAnnual report
「Against a backdrop of strong construction demand related to the 2020 Tokyo Olympic and Paralympic Games, primarily in the Tokyo metropolitan area」
The company continues to identify construction demand related to the Tokyo Olympic and Paralympic Games as a factor supporting strong public investment and private-sector capital investment. - FY2019-Q2RestatedAnnual report
「Against a backdrop of growing infrastructure-related and inbound demand related to the 2020 Tokyo Olympic and Paralympic Games, primarily in the Tokyo metropolitan area」
The company continues to identify infrastructure demand related to the Tokyo Olympic and Paralympic Games and inbound demand as factors supporting solid business conditions. - FY2019-Q1RestatedAnnual report
「Against a backdrop of growing infrastructure-related and inbound demand related to the 2020 Tokyo Olympic and Paralympic Games, primarily in the Tokyo metropolitan area」
The company continues to identify infrastructure demand related to the Tokyo Olympic and Paralympic Games and inbound demand as factors supporting solid business conditions. - FY2018ReframedAnnual report
「Against a backdrop of rising redevelopment and inbound demand, both public- and private-sector investment remained strong.」
The description of demand drivers has changed from the previous focus on the Tokyo Olympics and redevelopment demand to public- and private-sector investment against a backdrop of redevelopment and inbound demand. - FY2018-Q3RestatedAnnual report
「Against the backdrop of growing infrastructure-related demand ahead of the 2020 Tokyo Olympic and Paralympic Games」
The company continues to identify infrastructure-related demand ahead of the Tokyo Olympic and Paralympic Games as part of the order environment. - FY2018-Q2Specific demand driversAnnual report
「Against the backdrop of growing infrastructure-related demand ahead of the 2020 Tokyo Olympic and Paralympic Games」
In addition to the previous references to the Tokyo Olympics and redevelopment demand, the company specifically identifies growing infrastructure-related demand ahead of the 2020 Tokyo Olympic and Paralympic Games as part of the order environment. - FY2017First statedAnnual report
「Construction investment is expected to expand, albeit moderately, due to the Tokyo Olympics, the associated increase in redevelopment demand, the weaker yen and lower crude oil prices, among other factors.」
The company cites the Tokyo Olympics and increased redevelopment demand as the backdrop to efforts to improve performance, primarily in Japan.