Komori
OLBA DVx HEALTHCARE (2689) · FactCautious Healthcare Capital Spending Coexisting with Investment in New Technology AreasLatest Earnings (2026-08-12): "Advanced"

Rapid changes in the healthcare environment driven by new technology and the reorganization of healthcare delivery

First written in FY2019-Q3. 5 of 14 entries say "Advanced", first in FY2023-Q1. Latest entry: 2026-08-12.

14entries
8years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q3 – FY2022-Q3ReframedFY20242019: 220192020: 120202021: 020212022: 220222023: 220232024: 320242025: 020252026: 42026
Same theme, other companies
Support for the Implementation and Use of Advanced Medical TechnologiesA theme 3 companies write about · 0 as a headwind · 4 as a tailwind

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Cautious Healthcare Capital Spending Coexisting with Investment in New Technology AreasAnnual report

    「Even in this environment, healthcare institutions are actively investing in equipment in new technology fields such as robotic surgery and arrhythmia treatment, and our group is strengthening initiatives including talent development to respond appropriately to the expansion of these markets.」

    While healthcare institutions overall remain cautious about capital investment against a backdrop of labour shortages and rising prices, active investment is being made in robotic surgery and arrhythmia treatment.
  2. FY2024ReframedAnnual report

    「As a follow-up measure, consideration is now under way for a “new regional healthcare vision” that also looks ahead to 2040, when the elderly population is expected to begin declining after peaking.」

    The time horizon and framework for changes in the healthcare and nursing-care environment are being expanded from the conventional regional healthcare vision centred on 2025 to a “new regional healthcare vision” that also looks ahead to 2040.
  3. FY2024-Q3RestatedAnnual report

    「Sales of surgery-related consumables fell 7.7% year on year, while sales of testing-related products and infection-control products fell 11.1%, as demand for those products declined with the subsiding of COVID-19.」

    We have continued to disclose that, as COVID-19 subsides, demand for testing-related and infection-control products is declining, while the demand mix is shifting toward products related to surgery, anaesthesia and gastrointestinal endoscopy, among others.
  4. FY2024-Q2Changes in demand patterns as COVID-19 subsidesAnnual report

    「Sales of surgery-related consumables fell 7.8% year on year, while sales of testing-related products and infection-control products fell 10.9%, as demand for those products declined with the subsiding of COVID-19.」

    As COVID-19 subsides, demand for testing-related and infection-control products is declining, while the demand mix is shifting toward products related to surgery, anaesthesia and gastrointestinal endoscopy, among others.
  5. FY2023Recovery in surgical volumes to pre-COVID levels and the reclassification of COVID-19 as a Category V infectious diseaseAnnual report

    「COVID-19 continued to affect surgical volumes, but we believe that surgical volumes have generally returned to pre-COVID levels owing to higher vaccination rates, advances in infection control within healthcare institutions, and the change in COVID-19's classification under the Infectious Diseases Control Law to a Category V infectious disease.」

    We believe that surgical volumes have generally returned to pre-COVID levels, against the backdrop of vaccination, in-hospital infection control and the reclassification of COVID-19 as a Category V infectious disease under the Infectious Diseases Control Law.
  6. FY2023-Q2RestatedAnnual report

    「The impact of COVID-19, currently in its eighth wave, on the number of surgeries has weakened considerably compared with the initial period. Although medical institutions where clusters have occurred may temporarily have no choice but to restrict surgeries, the number of surgeries overall has largely returned to pre-COVID-19 levels due to factors including a higher vaccination rate and progress in infection-control measures within medical institutions.」

    It states that, even during the eighth wave of COVID-19, surgical volumes have generally returned to pre-COVID levels owing to higher vaccination rates and advances in in-hospital infection control. However, temporary restrictions on surgeries remain at healthcare institutions experiencing clusters.
  7. FY2023-Q1Recovery in surgical volumes to pre-COVID levelsAnnual report

    「The company believes that the number of surgeries has now largely returned to pre-COVID-19 levels, due to factors including a higher vaccination rate and progress in infection-control measures within medical institutions.」

    We believe that surgical volumes have generally returned to pre-COVID levels, supported by higher vaccination rates and advances in in-hospital infection control.
  8. FY2022-Q3A shift toward recovery in surgical volumesAnnual report

    「However, surgical volumes have been trending upward since around autumn 2021, owing to progress in the division of roles and coordination among healthcare institutions, higher vaccination rates, and advances in infection control within healthcare institutions.」

    Surgical volumes, which had been constrained as priority was given to the COVID-19 response, began trending upward around autumn 2021 against the backdrop of progress in coordination among healthcare institutions, vaccination and in-hospital infection control.
  9. FY2020RestatedAnnual report

    「Meanwhile, medical technology is advancing remarkably, with robotic surgery and personalized medicine based on genetic analysis, including cancer genomics, being implemented in some areas.」

    The business environment continues to be viewed against the backdrop of advances in medical technologies, including robotic surgery and cancer genomics, and changes resulting from regional healthcare visions and the consolidation of healthcare institutions.
  10. FY2019RestatedAnnual report

    「In particular, with a super-aged society approaching, we believe that the community-based integrated care system, which links home healthcare with local medical institutions, and the review of hospital bed classifications to operate advanced acute care efficiently, together with the regional healthcare vision, will have a significant impact on our business environment. At the same time, acute care is advancing daily through the introduction of new treatments and technologies.」

    Changes in the healthcare environment resulting from the super-ageing population, community-based integrated care, the review of hospital bed classifications, and the introduction of new treatments and technologies continue to be treated as assumptions underlying the business environment.
  11. FY2019-Q3First statedAnnual report

    「The environment surrounding healthcare is changing rapidly, with the spread of new technologies such as robot-assisted surgery and the expansion of indications for minimally invasive treatment, as well as the redevelopment of the healthcare delivery system to address the declining birthrate and aging population.」

    For the first time, it explicitly identifies the expansion of indications for robot-assisted surgery and minimally invasive treatment, as well as the reorganisation of healthcare delivery systems to address the declining birth rate and ageing population, as changes in the healthcare environment.
Moved together

"Expanding the customer base, centered on home-care rentals" moved the same way as this thread, in the same document, in 3 of its 14 moves.

322222★123456
  1. ★This thread
  2. 1Expanding the customer base, centered on home-care rentals3×
  3. 2Expanding the medical equipment business with consumables as a growth driver2×
  4. 3Expanding the SPD business through new contracts with large facilities2×
  5. 4Service innovation through knowledge sharing, infrastructure integration and external partnerships2×
  6. 5Deepening mature fields and developing new areas of healthcare2×
  7. 6Strengthening procurement negotiating power across the medical equipment business2×

★ 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
OLBA DVx HEALTHCARE's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-08-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.