Kose R.E. (3246) · FactDropped
Housing needs driven by increased time spent at home during the COVID-19 pandemic
First written in FY2022-Q2. 1 of 3 entries say "Restated". Latest entry: FY2023.
3entries
3years
0from disclosures
How it moved
Same theme, other companies
Changes in detached housing demand due to the expansion of work from homeA theme 11 companies write about · 0 as a headwind · 11 as a tailwind
The whole theme swung hardest in 2023: 2 of 6 companies on the "Worse" side.
0 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.
Full recordFilings, disclosures and news, newest first
- FY2023DroppedAnnual reportThe current annual securities report contains no explicit reference to the housing demand associated with the increase in time spent at home during the COVID-19 pandemic that had been included through the previous report.
- FY2022-Q3RestatedAnnual report
「Although monetary easing has supported purchases and housing demand has increased as a result of the longer time spent at home during the COVID-19 pandemic, it is necessary to closely monitor social and economic developments, including domestic infectious-disease trends and fluctuations in the international financial and capital markets.」
The company reconfirmed the need to closely monitor infectious-disease trends and fluctuations in the international financial and capital markets while acknowledging the support provided by monetary easing and the increase in housing demand associated with more time spent at home. - FY2022-Q2First statedAnnual report
「There is housing demand associated with the increase in time spent at home during the COVID-19 pandemic.」
The company explicitly stated for the first time its view that housing demand exists as a result of the increase in time spent at home during the COVID-19 pandemic.