Komori
Yamaichi Real Estate (2984) · TargetDecline in condominium supply and below-plan sales paceLatest Earnings (2026-08-10): "Advanced"

Steady expansion of condominium supply

First written in FY2022. 7 of 15 entries say "Advanced", first in FY2023-Q2. Latest entry: 2026-08-10.

15entries
5years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q2 – FY20252022: 220222023: 420232024: 220242025: 220252026: 52026
Same theme, other companies
Target to expand annual new unit supplyA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

0 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-10AdvancedEarnings

    「Handover progress exceeded the planned pace, mainly for projects completed in the previous fiscal year.」

    Handovers in the condominium business progressed faster than planned, providing concrete evidence of expanded supply.
  2. FY2026Decline in condominium supply and below-plan sales paceAnnual report

    「There were fewer properties completed than in a typical year, limiting the number of units available for supply, and the sales pace of some condominium projects fell below expectations.」

    Deliveries declined from 238 units in the previous fiscal year to 119 units in the current fiscal year, reflecting limited available supply and a slower-than-expected sales pace for some projects.
  3. FY2026-H1Below-plan completed-inventory sales alongside growing contractsAnnual report

    「Sales of completed inventory in the Kansai region were slightly below plan. As a result, segment revenue was ¥1,022,816 thousand, down 82.8% year on year, and the segment recorded a loss of ¥28,581 thousand, compared with segment profit of ¥577,841 thousand in the previous year. Contracts for condominiums scheduled for completion during the current fiscal year are progressing, and the Company currently judges that there will be no impact on the full-year earnings forecast.」

    Although sales of completed inventory in Kansai were slightly below plan, contracts for condominiums scheduled for completion during the current fiscal year were accumulating.
  4. FY2025AdvancedAnnual report

    「The Group achieved its planned figures for sales of new condominiums, including the completed and sold-out Unihym Yokohama Kaminokidai, its first condominium development project in the Kanto region.」

    The first Kanto-region condominium project was completed and sold out, enabling new condominium sales to meet plan.
  5. FY2025-H1AdvancedAnnual report

    「Although one scheduled delivery shifted to a different month, the segment was generally able to complete and deliver properties as planned.」

    Despite one monthly shift in scheduled deliveries, the condominium business generally completed and delivered properties as planned. Segment revenue was ¥5,959,903 thousand.
  6. FY2024-Q3AdvancedAnnual report

    「There was no significant change in revenue during the third quarter, when sales activities focused mainly on properties scheduled for completion at the end of the fiscal year.」

    After completed inventory sold out in the second quarter, the Group shifted in the third quarter to sales activities for newly completed properties.
  7. FY2024-Q2AdvancedAnnual report

    「Sales of completed inventory progressed steadily during the cumulative first six months of the current fiscal year, and the number of deliveries was in line with plan.」

    Although deliveries were slightly below plan in the first quarter, sales of completed inventory progressed steadily on a cumulative second-quarter basis and deliveries were in line with plan.
  8. FY2024-Q1First-quarter delivery shortfallAnnual report

    「In the condominium business, sales activities for completed inventory progressed, but customer traffic during the May holiday period was weak, resulting in slightly fewer deliveries than planned.」

    Although sales of completed inventory progressed, first-quarter deliveries were slightly below plan because customer traffic during the May holiday period was weak.
  9. FY2023AdvancedAnnual report

    「In addition to selling completed inventory from the previous fiscal year, the Group delivered 277 units, centered on the newly completed compact condominium projects Aura Uehommachi, with 39 units, and Aura Kyomachibori, with 48 units, as well as its core-brand products Unihym Hirano Honmachi, with 46 units, and Unihym Higashisumiyoshi Forest, with 54 units.」

    The Group disclosed the delivery of 277 condominium units during the year, including newly completed properties, demonstrating expanded supply.
  10. FY2023-Q3RestatedAnnual report

    「In this segment, deliveries progressed at a pace slightly above plan, mainly for newly completed properties.」

    The progress of deliveries, mainly for newly completed condominiums, at a pace slightly above plan is reaffirmed.
  11. FY2023-Q2AdvancedAnnual report

    「In the condominium business, deliveries of newly completed properties were slightly above plan.」

    Deliveries of newly completed condominiums were slightly above plan.
  12. FY2022First statedAnnual report

    「The Group plans to actively acquire condominium sites with strong transport access, particularly in central Osaka, and steadily expand condominium supply.」

    The Group aims to expand supply in locations with strong transport access by leveraging Unihym Estate’s track record and brand strength.
Moved together

"Declines in occupancy and rents for income-producing real estate" moved the same way as this thread, in the same document, in 6 of its 15 moves.

654444★123456
  1. ★This thread
  2. 1Declines in occupancy and rents for income-producing real estate6×
  3. 2Strengthening presence in Kinki and expanding the sales area into the Tokyo metropolitan region5×
  4. 3Expanding sales areas and business domains through M&A and alliances with regional companies4×
  5. 4Building Stable Rental Income Through Long-Term Ownership4×
  6. 5Development and sale of industrial land for corporate customers and permitting for follow-on projects4×
  7. 6Listing on the Tokyo Stock Exchange Standard Market and Public Offering Capital Increase4×

★ 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
No upcoming earnings preview for Yamaichi Real Estate yet. It last moved in the Earnings of 2026-08-10: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Steady expansion of condominium supply | Yamaichi Real Estate Co.,Ltd (2984) | Komori