Komori
Tsukuruba (2978) · RiskDropped

Risk of Losing Competitive Advantage Due to Entry by Well-Capitalized Companies

First written in FY2020. 2 of 4 entries say "Restated". Latest entry: FY2024-Q1.

4entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY2024-Q12020: 120202021: 120212022: 020222023: 22023
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 598 companies write about · 623 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 30 of 91 companies on the "Worse" side.

6 other companies' latest entry also says "Dropped".

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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 623 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q1DroppedAnnual report

    「With respect to the business and other risks described in the annual securities report for the previous fiscal year, following the 1 November 2023 transfer of the real estate planning and design business through a company split and transfer of the shares of the newly established company, “(3) Risks Related to the Real Estate Planning and Design Business” will no longer apply.」

    Following the transfer of the real estate planning and design business, the risk of declining competitive advantage in that business due to entry by well-capitalized companies was deemed no longer applicable to the Group.
  2. FY2023RestatedAnnual report

    「If, in the future, a well-capitalized company develops a business using a positioning similar to that of the Company and the Company’s competitive advantage is surpassed,」

    The risk of declining competitive advantage in the real estate planning and design business due to entry by well-capitalized companies remains.
  3. FY2021RestatedAnnual report

    「If our competitive advantage is surpassed, for example if a capital-rich company develops a business with positioning similar to ours, our operating results and financial position may be affected.」

    The risk of declining competitive advantage in the real estate planning and design business due to entry by well-capitalized companies remains.
  4. FY2020First statedAnnual report

    「If our competitive advantage is surpassed, for example if a capital-rich company develops a business with positioning similar to ours, our operating results and financial position may be affected.」

    The company newly identified a competitive-advantage risk specific to the shared-workspace business.
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