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Mbk (3121) · RiskWorsened

Investment Recovery Risk from Fluctuations in Real Estate Market Conditions

First written in FY2016. 16 of 21 entries say "Restated". Latest entry: FY2027-H1.

21entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – 2026-04-202016: 120162017: 120172018: 120182019: 320192020: 420202021: 220212022: 120222023: 120232024: 220242025: 220252026: 32026
Same theme, other companies

The whole theme swung hardest in 2020: 30 of 70 companies on the "Worse" side.

27 other companies' latest entry also says "Worsened".

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 108 companies compared. The sentences above are computed from all 108.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1WorsenedAnnual report

    「Looking at the Group's principal business areas, continued concerns in Japan's financial and real estate markets include the recent rise in real estate prices and higher interest rates following the Bank of Japan's decision to raise rates.」

    The rise in real estate prices and higher interest rates following the Bank of Japan's decision to raise rates are explicitly identified as new concerns for the real estate investment environment.
  2. 2026-04-20RestatedOccurring Fact

    「Although there are concerns about developments in the Bank of Japan's interest-rate policy in the domestic financial and real estate markets, demand for real estate investment remains strong, and demand for investments capable of generating stable yields through occupancy rates, rent levels and property sale prices remains firm.」

    The company continued to recognize concerns about the Bank of Japan's interest-rate policy while maintaining that demand for real estate investments offering stable yields remains firm.
  3. FY2025RestatedAnnual report

    「Although there are concerns about developments in the Bank of Japan's interest-rate policy in the domestic financial and real estate markets, demand for real estate investment remains strong, and demand for investments capable of generating stable yields through occupancy rates, rent levels and property sale prices remains firm.」

    While expressing concern about the Bank of Japan's interest rate policy, the disclosure continues to state that demand for real estate investment is high and that demand for stable yields remains solid.
  4. FY2026-H1Real estate investment demand remains solid, despite concerns about interest rate policyAnnual report

    「In Japan's financial and real estate markets, concerns remain about developments in the Bank of Japan's interest rate policy and other factors. However, demand for real estate investment remains high, and demand remains solid for investments offering stable yields through occupancy rates, rent levels and property selling prices.」

    While developments in the Bank of Japan's interest rate policy are identified as a concern, demand for real estate investment offering stable yields through occupancy rates, rent levels and property selling prices is described as solid.
  5. FY2024RestatedAnnual report

    「In Japan's financial and real estate markets, demand for real estate investment remains high because it is relatively less affected by economic conditions, and demand remains solid for investments offering stable yields through occupancy rates, rent levels and property selling prices.」

    The market view that demand for real estate investment remains solid continues to be maintained. There has been no material change in the risk itself of fluctuations in real estate market conditions.
  6. FY2025-Q1RestatedAnnual report

    「In Japan's financial and real estate markets, demand for real estate investment remains high because it is relatively less affected by economic conditions and the COVID-19 pandemic. Demand remains solid for investments offering stable yields through occupancy rates, rent levels and property selling prices.」

    The view continues to be maintained that demand for real estate investment in Japan is high and that demand is solid for investments offering stable yields through occupancy rates, rent levels and property selling prices.
  7. FY2024-Q4RestatedAnnual report

    「In domestic and overseas financial and real estate markets, demand for real estate investment remains high because low interest rates resulting from monetary easing policies allow investors to obtain relatively stable yields, and investment demand continues to be solid.」

    The disclosure continues to identify solid demand for real estate investment supported by low interest rates, with no material change in the risk itself of fluctuations in real estate market conditions.
  8. FY2023RestatedAnnual report

    「In the Group's principal business areas, domestic and overseas financial and real estate markets, the impact of the COVID-19 pandemic has been limited, demand for real estate investment offering relatively stable yields remains high, and investment demand continues to be solid.」

    The view that the real estate market and investment demand remain solid continues to be maintained.
  9. FY2023-Q1RestatedAnnual report

    「The impact of the COVID-19 pandemic has been limited, and demand for real estate investment remains high because low interest rates resulting from monetary easing policies allow investors to obtain relatively stable yields. Investment demand continues to be solid.」

    The view that demand for real estate investment remains solid, supported by monetary easing and low interest rates, continues to be maintained.
  10. FY2022-Q2RestatedAnnual report

    「Domestic and overseas financial and real estate markets remain stable, supported by monetary easing measures centered on the Bank of Japan.」

    The disclosure states that stable conditions in the financial and real estate markets continue against a backdrop of monetary easing measures, and that there has been no material change in the risk itself of fluctuations in real estate market conditions.
  11. FY2022-Q1RestatedAnnual report

    「Domestic and overseas financial and real estate markets remain stable, supported by monetary easing measures centered on the Bank of Japan.」

    The disclosure states that stable conditions in the financial and real estate markets continue against a backdrop of monetary easing measures. There has been no material change in the risk itself of fluctuations in real estate market conditions.
  12. FY2021-Q2RestatedAnnual report

    「Looking at the Group's principal business areas, real estate market conditions in domestic and overseas financial and real estate markets remain robust, supported by low interest rates resulting from continued monetary easing and government economic support measures. In particular, demand for real estate investment remains high because it offers relatively stable yields, and investment demand continues to be solid.」

    The disclosure continues to describe robust real estate market conditions and solid investment demand, supported by low interest rates and government economic support measures.
  13. FY2021-Q1Market conditions remain firm, but the cautious stance of financial institutions and investors warrants monitoringAnnual report

    「Domestic and overseas financial and real estate markets remain firm, with investor demand continuing amid various policies, including emergency monetary easing measures by the Bank of Japan and central banks in other countries, expanded government support for corporate liquidity and rent support benefits. However, financial institutions and investors continue to take a cautious stance, and their developments require close monitoring.」

    The disclosure states that policy support is sustaining investment demand and keeping market conditions firm, while the cautious stance of financial institutions and investors warrants monitoring.
  14. FY2020RestatedAnnual report

    「The Group operates an investment business focused on real estate in Japan and overseas, and significant fluctuations in real estate market conditions may affect the Group's financial position and operating performance.」

    The risks of capital losses, inability to recover investment funds and valuation losses arising from fluctuations in real estate market conditions continue to be identified. The market itself is described as having low vacancy rates, rising rents and solid investment demand.
  15. FY2020-Q3RestatedAnnual report

    「In domestic and overseas financial and real estate markets, profitability continues to improve through moderate rent increases against a backdrop of low vacancy rates. In addition, demand for real estate investment remains solid, as low interest rates under monetary easing policies allow investors to obtain relatively stable yields.」

    The disclosure continues to identify solid demand for real estate investment, supported by low vacancy rates, rising rents and low interest rates.
  16. FY2020-Q2RestatedAnnual report

    「In domestic and overseas financial and real estate markets, profitability continues to improve through moderate rent increases against a backdrop of low vacancy rates. In addition, demand for real estate investment remains solid, as low interest rates under monetary easing policies allow investors to obtain relatively stable yields.」

    The disclosure continues to identify solid demand for real estate investment, supported by low vacancy rates, rising rents and low interest rates.
  17. FY2020-Q1Market conditions remain firm and investment demand remains solidAnnual report

    「In domestic and overseas financial and real estate markets, profitability continues to improve through moderate rent increases against a backdrop of low vacancy rates. In addition, demand for real estate investment remains solid, as low interest rates under monetary easing policies allow investors to obtain relatively stable yields.」

    The real estate market environment during the quarter is described as having low vacancy rates, rising rents and solid investment demand.
  18. FY2019RestatedAnnual report

    「The Group operates an investment business focused on real estate in Japan and overseas, and significant fluctuations in real estate market conditions may affect the Group's financial position and operating performance.」

    The risks of capital losses, inability to recover investment funds and valuation losses arising from fluctuations in real estate market conditions continue to be identified.
  19. FY2018RestatedAnnual report

    「The Group operates an investment business focused on real estate in Japan and overseas, and significant fluctuations in real estate market conditions may affect the Group's financial position and operating performance.」

    The risks of capital losses, inability to recover investments and valuation losses arising from fluctuations in real estate market conditions continue to be identified.
  20. FY2017RestatedAnnual report

    「The Group operates an investment business focused on real estate in Japan and overseas, and significant fluctuations in real estate market conditions may affect the Group's financial position and operating performance.」

    The investment recovery and valuation risks arising from fluctuations in real estate market conditions continue to be identified.
  21. FY2016First statedAnnual report

    「Significant fluctuations in real estate market conditions may affect the Group's financial position and operating performance.」

    The risks cited include the possibility of being unable to sell real estate above acquisition cost, capital losses and valuation losses.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Mbk yet. It last moved in the Occurring Fact of 2026-04-20: "Restated".
News
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Investment Recovery Risk from Fluctuations in Real Estate Market Conditions | MBK Co.,Ltd. (3121) | Komori