Komori
Iida Group Holdings (3291) · RiskWorsened

Intensifying competition centered on low-priced properties

First written in FY2017-Q1. 11 of 18 entries say "Restated". Latest entry: FY2025.

18entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2018-Q1RestatedFY2021-Q12016: 220162017: 220172018: 420182019: 420192020: 320202021: 020212022: 020222023: 120232024: 120242025: 12025
Same theme, other companies
Competitive entry and price competition in the used-home and detached-home marketsA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

Iida Group Holdings moved to the "Worse" side of this theme in 2025.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「The competitive environment has become more severe as custom-home builders have entered the detached-house subdivision market and subdivision housing companies have expanded their sales areas.」

    In addition to numerous competing companies and low barriers to entry, the company cites the entry of custom-home builders and the expansion of subdivision housing companies’ sales areas as specific factors intensifying competition.
  2. FY2024RestatedAnnual report

    「The detached-house subdivision industry has a structure in which numerous competing companies, including small and medium-sized operators, are present. In addition, because barriers to entry are low, new entrants from other industries are expected to further intensify the competitive environment.」

    The company continues to forecast intensifying competition due to numerous competing companies and low barriers to entry.
  3. FY2023WorsenedAnnual report

    「The detached-house subdivision industry has a structure in which numerous competing companies, including small and medium-sized operators, are present. In addition, because barriers to entry are low, new entrants from other industries are expected to further intensify the competitive environment.」

    The company explicitly states in its full-year report that, in addition to numerous competing companies, new entrants from other industries enabled by low barriers to entry are expected to make the competitive environment even more severe going forward.
  4. FY2021-Q1RestatedAnnual report

    「In addition to adjustments in the housing supply-demand balance, as it remains unclear when the COVID-19 pandemic will subside, concerns that people’s willingness to purchase homes will decline have not been dispelled, and the business environment surrounding the Group remains severe.」

    The company continues to recognize a severe business environment, including competition and supply-demand conditions. This time, it cites both adjustments in the housing supply-demand balance and demand-side concerns caused by the infectious disease.
  5. FY2020WorsenedAnnual report

    「The detached-house subdivision industry has a structure in which numerous competing companies, including small and medium-sized operators, are present. In addition, because barriers to entry are low, new entrants from other industries are expected to further intensify the competitive environment.」

    In addition to the existing intensification of competition, the company indicates that new entrants from other industries, enabled by low barriers to entry, are expected to make the competitive environment even more severe going forward.
  6. FY2020-Q3RestatedAnnual report

    「The business environment surrounding the Group remains severe, including further adjustments in the supply-demand balance.」

    The company continues to recognize a severe business environment, including adjustments in the supply-demand balance.
  7. FY2020-Q2RestatedAnnual report

    「The business environment surrounding the Group remains severe, including conditions in the supply-demand balance.」

    The company continues to recognize a severe business environment, including the supply-demand balance.
  8. FY2020-Q1RestatedAnnual report

    「The environment surrounding the Group remains more severe than before, due to declining real wages, rising corporate goods prices, adjustments in the supply-demand balance, and other factors.」

    The company continues to recognize a severe business environment, including real wages, corporate goods prices and adjustments in the supply-demand balance.
  9. FY2019WorsenedAnnual report

    「The environment surrounding the Group remains more severe than before, due to declining real wages, rising corporate goods prices, deterioration in the supply-demand balance resulting from trends among other companies, and other factors.」

    The company cites deterioration in the supply-demand balance resulting from trends among other companies and describes the business environment, including competition, as more severe than before.
  10. FY2019-Q3RestatedAnnual report

    「The environment surrounding the Group remains severe, due to intensifying competition with other companies, temporary stagnation in sentiment resulting from abnormal weather and a succession of natural disasters, and other factors.」

    The company continues to describe a severe business environment, including intensifying competition with other companies.
  11. FY2019-Q2RestatedAnnual report

    「In the residential property industry, housing demand is expected to remain supported by low-interest-rate mortgages and other factors. However, the environment surrounding the Group remains severe, due to intensifying competition with other companies, temporary stagnation in sentiment resulting from abnormal weather and a succession of natural disasters, and other factors.」

    While low interest rates are expected to support housing demand, the company continues to describe a severe business environment, including intensifying competition with other companies.
  12. FY2019-Q1RestatedAnnual report

    「In the residential property industry, housing demand is expected to remain supported by low-interest-rate mortgages and other factors. However, the environment surrounding the Group remains severe, due to rising material prices and labor costs, intensifying price competition with other companies and other factors.」

    While low interest rates are expected to support housing demand, the company continues to describe a severe business environment, including intensifying price competition with other companies.
  13. FY2018RestatedAnnual report

    「The environment surrounding the Group remains severe, due to sluggish growth in real wages, rising corporate goods prices, intensifying competition with other companies and other factors.」

    The company continues to explicitly identify a severe business environment, including intensifying competition, as it did in the previous quarter.
  14. FY2018-Q3ReframedAnnual report

    「In the detached-house residential market, the environment for acquiring homes remained favorable, supported by government measures to assist home purchases and low-interest-rate mortgages. However, the environment surrounding the Group remains severe, owing to intensifying competition with other companies and other factors.」

    The competition risk, previously described as centered on low-priced properties, is again explicitly described this time as “intensifying competition with other companies,” without being limited to low-priced properties, broadening the scope of the competition risk description.
  15. FY2018-Q1DroppedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no new risks, and no material changes to existing risks.」

    The severity of competition centered on low-priced properties, which had been explicitly stated in the performance explanations through the previous period, is not explicitly mentioned in the current performance explanation or individual risk disclosures. The company explains that there have been no material changes in its overall risks.
  16. FY2017-Q3RestatedAnnual report

    「Competition with other companies, particularly in low-priced properties, remains severe.」

    The severity of competition centered on low-priced properties is reiterated as an ongoing business concern.
  17. FY2017-Q2RestatedAnnual report

    「Competition with other companies, particularly in low-priced properties, remains severe.」

    The intensifying competition in the low-priced housing market is reiterated as an ongoing business risk.
  18. FY2017-Q1First statedAnnual report

    「Competition with other companies, particularly in low-priced properties, remains severe.」

    Competition with other companies in the low-priced housing market is identified as an ongoing business risk.
Moved together

"Slowdown in Overseas Economies and Uncertainty over Economic Conditions in Europe" moved the same way as this thread, in the same document, in 4 of its 18 moves.

444433★123456
  1. ★This thread
  2. 1Slowdown in Overseas Economies and Uncertainty over Economic Conditions in Europe4×
  3. 2Improvement in Employment and Income Conditions and a Gradual Recovery in the Domestic Economy4×
  4. 3Reliance on Borrowings and Financing and Interest Rate Fluctuation Risks4×
  5. 4Research and development expenses of ¥162 million for the cumulative period through the third quarter4×
  6. 5Rising Raw Material and Construction Material Prices, Labor Costs, and Outsourcing Costs3×
  7. 6Target not met due to an inventory turnover ratio of 1.7 times and an operating profit margin of 7.8%3×

★ 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 Iida Group Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.