Komori
Takamiya (2445) · RiskRestated

Risk of earnings volatility from the loss or return of rental assets

First written in FY2017. 4 of 5 entries say "Restated". Latest entry: FY2022.

5entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY20222017: 120172018: 120182019: 020192020: 020202021: 220212022: 12022
Same theme, other companies
Risk of Customer Nonpayment and Failure to Return Rental AssetsA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2022RestatedAnnual report

    「Accordingly, sales associated with receiving compensation for lost equipment and non-operating income associated with receiving temporary construction equipment returned at the end of a rental period may fluctuate, potentially affecting the Group's operating results and financial position.」

    滅失価格受領と返却機材受入れに伴う売上高・営業外収益の変動リスクを再確認している。
  2. FY2021RestatedAnnual report

    「Accordingly, sales associated with receiving compensation for lost equipment and non-operating income associated with receiving temporary construction equipment returned at the end of a rental period may fluctuate, potentially affecting the Group's operating results and financial position.」

    賃貸資産の滅失価格受領・返却機材受入れに伴う収益変動リスクを引き続き記載している。
  3. FY2021-Q3RestatedAnnual report

    「工事の中断や遅延、着工の延期により、仮設機材稼働の出荷は減少いたしました。収益面では、大型現場終了に伴う仮設機材の返却による機材整備費の増加、センター移転に伴う仮設機材の移動運搬費の増加などにより、セグメント利益率が低下いたしました。」

    大型現場終了に伴う仮設機材の返却・整備費とセンター移転費用による収益変動要因が引き続き記載されている。
  4. FY2018RestatedAnnual report

    「Accordingly, sales associated with receiving compensation for lost equipment and non-operating income associated with receiving temporary construction equipment returned at the end of a rental period may fluctuate, potentially affecting the Group's operating results and financial position.」

    賃貸資産の滅失価格受領・返却機材受入れに伴う収益変動リスクを再確認している。
  5. FY2017First statedAnnual report

    「Accordingly, sales associated with receiving compensation for lost equipment and non-operating income associated with receiving temporary construction equipment returned at the end of a rental period may fluctuate, potentially affecting the Group's operating results and financial position.」

    The Company newly identifies as a risk the potential earnings volatility arising from compensation for lost rental equipment and the receipt of returned equipment.
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Takamiya's next results are scheduled for 2026-11-10. Read the earnings preview
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