Komori
Daiwa House Industry (1925) · RiskSoftened

Adjustment in Construction Investment After the Tokyo Olympics

First written in FY2019-Q1. 6 of 11 entries say "Restated". Latest entry: FY2026-H1.

11entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2020-Q3RestatedFY2021-Q2 – FY2021-Q3RestatedFY2024-Q32018: 220182019: 220192020: 320202021: 120212022: 020222023: 120232024: 120242025: 12025
Same theme, other companies
Tokyo Olympics-Related Construction Activity Slowdown and Post-Event DownturnA theme 20 companies write about · 20 as a headwind · 0 as a tailwind

Daiwa House Industry moved to the "Worse" side of this theme in 2025, 5 years after the typical company in this theme (2020).

The whole theme swung hardest in 2019: 2 of 10 companies on the "Worse" side.

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

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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1SoftenedAnnual report

    「In the general construction market, although floor area of new warehouse starts increased year on year, declines in offices, stores and factories resulted in an overall year-on-year decrease.」

    The general construction market overall was down year on year, but unlike the previous statement that all end uses had declined, warehouses increased year on year.
  2. FY2024-Q3RestatedAnnual report

    「In the general construction market, floor area of new building starts declined year on year across all end uses.」

    In the general construction market, floor area of new building starts declined year on year across all end uses, continuing to indicate concerns about a market adjustment.
  3. FY2024-Q1WorsenedAnnual report

    「In the general construction market, floor area of new building starts declined year on year across all end uses.」

    It was stated that floor area of new building starts in the general construction market declined year on year across all end uses, providing concrete evidence of concerns about a market adjustment.
  4. FY2021-Q3RestatedAnnual report

    「Although construction investment in the general construction market ahead of the 2021 Tokyo Olympics and Paralympics is expected to peak and enter an adjustment phase after the events, the 2025 Osaka-Kansai Expo is expected to help stimulate construction demand.」

    Concerns about an adjustment in construction investment after the Tokyo Olympics and Paralympics and expectations that the Osaka-Kansai Expo will stimulate demand continue to be cited.
  5. FY2021-Q2RestatedAnnual report

    「Although construction investment in the general construction market ahead of the 2021 Tokyo Olympics and Paralympics is expected to peak and enter an adjustment phase after the events, the 2025 Osaka-Kansai Expo is expected to help stimulate construction demand.」

    Concerns about an adjustment in construction investment after the Tokyo Olympics and Paralympics and expectations that the Osaka-Kansai Expo will stimulate demand continue to be cited.
  6. FY2021-Q1ReframedAnnual report

    「Although construction investment in the general construction market ahead of the 2021 Tokyo Olympics and Paralympics is expected to peak and enter an adjustment phase after the events, the 2025 Osaka-Kansai Expo is expected to help stimulate construction demand.」

    The Tokyo Olympics and Paralympics are stated as having been held in 2021, with concerns about an adjustment in construction investment after the events and expectations for the Osaka-Kansai Expo noted together.
  7. FY2020-Q3RestatedAnnual report

    「Although construction investment in the general construction market ahead of the 2020 Tokyo Olympics and Paralympics is expected to peak and enter an adjustment phase after the events, the 2025 Osaka-Kansai Expo is expected to help stimulate construction demand.」

    The risk of an adjustment in construction investment after the Tokyo Olympics has been maintained, while expectations for construction demand from the Osaka-Kansai Expo have also been noted.
  8. FY2020-Q1RestatedAnnual report

    「Although construction investment in the general construction market ahead of the 2020 Tokyo Olympics and Paralympics is expected to peak and enter an adjustment phase after the events, the 2025 Osaka-Kansai Expo is expected to help stimulate construction demand.」

    The risk of an adjustment in construction investment after the Tokyo Olympics has been maintained, while expectations for construction demand from the Osaka-Kansai Expo have also been noted.
  9. FY2019-Q3A new demand catalyst was also noted.Annual report

    「Although construction investment in the general construction market ahead of the 2020 Tokyo Olympics and Paralympics is expected to peak and enter an adjustment phase after the events, the 2025 Osaka-Kansai Expo is expected to help stimulate construction demand.」

    While indicating the risk of an adjustment in construction investment after the Tokyo Olympics, expectations that the 2025 Osaka-Kansai Expo will stimulate construction demand have also been newly noted.
  10. FY2019-Q2RestatedAnnual report

    「Although construction demand is rising in the general construction market ahead of the 2020 Tokyo Olympics and Paralympics, there are concerns that construction investment will subsequently peak and enter an adjustment phase.」

    The possibility that construction investment will peak after the Tokyo Olympics and Paralympics and enter an adjustment phase remains a risk.
  11. FY2019-Q1First statedAnnual report

    「Although construction demand is rising in the general construction market ahead of the 2020 Tokyo Olympics and Paralympics, there are concerns that construction investment will subsequently peak and enter an adjustment phase.」

    The possibility that construction investment would peak after the Tokyo Olympics and Paralympics and enter an adjustment phase was identified as a new market risk.
Moved together

"Contraction of Japan's Housing Market Due to Population Decline" moved the same way as this thread, in the same document, in 2 of its 11 moves.

222★123
  1. ★This thread
  2. 1Contraction of Japan's Housing Market Due to Population Decline2×
  3. 2Impact of Rising Interest Rates on Funding Costs and Housing Demand2×
  4. 3International Economic Uncertainty from China's Economic Slowdown and the UK's Withdrawal from the EU2×

★ 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
Daiwa House Industry's next results are scheduled for 2026-11-11. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.