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Daiwa House Industry (1925) · InitiativeAdvanced

Building a Balanced Earnings Portfolio Through Flow-Based and Stock-Based Businesses

First written in FY2020. 3 of 8 entries say "Advanced", first in FY2023-Q1. Latest entry: FY2026.

8entries
7years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020RestatedFY2023-Q3 – FY2024-Q3AdvancedFY2025 – FY20262020: 120202021: 020212022: 220222023: 220232024: 120242025: 120252026: 12026
Same theme, other companies
Stable Growth Through Combining Stock- and Flow-Based BusinessesA theme 15 companies write about · 0 as a headwind · 15 as a tailwind

10 other companies' latest entry also says "Advanced".

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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「We will continue to pursue both capital efficiency and growth while maintaining an appropriate balance with the contracting business.」

    We have developed a concrete policy to balance the cultivation of new customers through balance sheet utilization with capital efficiency, while maintaining a balance between the contracting business and the development and sale of properties.
  2. FY2025AdvancedAnnual report

    「Under "evolving the revenue model," with "regeneration and circulation" as the key concept and from the perspectives of local communities and customers, we are working to expand a circular value chain of "creating, nurturing and regenerating."」

    The policy of balancing flow and stock businesses was made more concrete through the expansion of a circular value chain of creating, nurturing and regenerating, together with overseas and stock businesses.
  3. FY2024-Q3RestatedAnnual report

    「Against this business backdrop, under the five-year Seventh Medium-Term Management Plan launched in fiscal 2022, the Group established 3 management policies: "evolving the revenue model," "improving management efficiency" and "strengthening the management platform." To achieve a sustainable growth model, it actively pursued various high-value-added proposals and initiatives, including expanding overseas and stock businesses and improving customer experience value through DX.」

    The policy of evolving the revenue model by combining overseas operations, stock businesses and DX while maintaining contract-based and development-based businesses continues.
  4. FY2024-Q1RestatedAnnual report

    「We will strengthen our efforts around the most important themes for achieving the Seventh Medium-Term Management Plan, particularly advancing portfolio management and pursuing new businesses, developing the overseas business toward ¥1 trillion, and reducing costs through centralized Group procurement.」

    Portfolio management, new businesses, overseas operations and centralized procurement continue to be pursued and strengthened as the most important themes of the Seventh Medium-Term Management Plan.
  5. FY2023-Q3RestatedAnnual report

    「Under the business advancement policy, while maintaining contract-based and development-based businesses, we will expand overseas and stock businesses. In addition, we will promote businesses centered on the keywords "regeneration and circulation" and evolve into a revenue model that delivers sustainable growth.」

    The revenue model of the Seventh Medium-Term Management Plan, which maintains contract-based and development-based businesses while expanding overseas and stock businesses and "regeneration and circulation," has been reconfirmed.
  6. FY2023-Q1AdvancedAnnual report

    「During the first-quarter cumulative consolidated period, under this new policy, we began implementing initiatives including further development of overseas operations, promotion of large-scale mixed-use development and an investment strategy to optimize the portfolio.」

    To evolve the revenue model under the Seventh Medium-Term Management Plan, initiatives involving overseas operations, large-scale mixed-use development and portfolio-optimization investments were launched.
  7. FY2022RaisedAnnual report

    「Under the business advancement policy, while maintaining contract-based and development-based businesses, we will expand overseas and stock businesses and promote businesses centered on the keywords "regeneration and circulation," thereby evolving into a revenue model that delivers sustainable growth.」

    The policy of balancing flow and stock businesses was developed into the revenue model of the Seventh Medium-Term Management Plan, which maintains contract-based and development-based businesses while expanding overseas, stock, and regeneration and circulation businesses.
  8. FY2020First statedAnnual report

    「At present, including measures taken in response to the spread of COVID-19, we are seeking to build a portfolio capable of generating revenue in all circumstances while maintaining a balance between flow businesses and stock businesses.」

    The policy of combining flow businesses such as contract work with stock businesses such as real estate development to build a revenue portfolio less susceptible to changes in the operating environment was stated for the first time.
Moved together

"Overseas Business Expansion Centered on China" moved the same way as this thread, in the same document, in 4 of its 8 moves.

444433★123456
  1. ★This thread
  2. 1Overseas Business Expansion Centered on China4×
  3. 2Comprehensive Proposals for Corporate Logistics, Medical and Nursing Care Facilities4×
  4. 3Renewable Energy Expansion in Solar and Hydroelectric Power Generation4×
  5. 4Formulation and Announcement of the Daiwa House Group's Seventh Medium-Term Management Plan4×
  6. 5Building a Growth Platform through Acquisitions and Management Integration3×
  7. 6Expansion of Rental Housing Sales Bases and Strengthening of the Product Lineup3×

★ 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.