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Iida Group Holdings (3291) · FactMitigated

New housing starts tracking the previous year

First written in FY2018-Q2. 3 of 10 entries say "Mitigated", first in FY2026-H1. Latest entry: FY2026.

10entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018-Q2 – FY2023-Q3WorsenedFY2024-Q3 – FY20252017: 12018: 120182019: 020192020: 020202021: 020212022: 020222023: 320232024: 120242025: 220252026: 22026
Same theme, other companies
Decline in orders due to the shrinking housing market and fluctuations in housing demandA theme 76 companies write about · 78 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2020: 41 of 60 companies on the "Worse" side.

15 other companies' latest entry also says "Mitigated".

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 76 companies compared. The sentences above are computed from all 76.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Starts of subdivision detached houses, which decreased in the first quarter, recovered to approximately the previous year's level from the second quarter onward.」

    The disclosure states that starts of subdivision detached houses, which had decreased in the first half, recovered to approximately the previous year's level from the second quarter onward.
  2. 2026-05-15MitigatedResults

    「Starts of subdivision detached houses, which decreased in the first quarter, recovered to approximately the previous year's level from the second quarter onward.」

    分譲戸建住宅の着工数について、第1四半期の減少から第2四半期以降は前年並みへ回復したと記載している。
  3. FY2026-H1MitigatedAnnual report

    「Although starts of subdivision detached houses have decreased year on year, signs of recovery have emerged recently.」

    The disclosure states that starts of subdivision detached houses have decreased year on year but show signs of recovery recently, partially easing the perception of deterioration in housing starts.
  4. FY2025WorsenedAnnual report

    「Starts of subdivision detached houses decreased from the previous period, while market inventory also declined gradually, and the supply-demand balance continues to improve.」

    While noting the decline in market inventory and an improving supply-demand balance, the disclosure states that starts of subdivision detached houses decreased from the previous period.
  5. FY2024-Q3WorsenedAnnual report

    「Housing starts for subdivision detached houses have remained sluggish.」

    The view of housing starts for subdivision detached houses has changed from the previous description that starts in the Tokyo metropolitan area had remained firm to one that starts of subdivision detached houses were sluggish.
  6. FY2024-Q2SoftenedAnnual report

    「Housing starts for subdivision detached houses in the Tokyo metropolitan area have remained firm, although」

    The view that starts of subdivision detached houses were firm has been maintained, but this disclosure limits the scope to the Tokyo metropolitan area.
  7. FY2023AdvancedAnnual report

    「In the real estate industry, starts of subdivision detached houses remained firm, although market selling prices rose due to soaring construction material prices.」

    For the full year, starts of subdivision detached houses are described as “firm,” compared with “flat” in the previous quarter, indicating a change in the description of market conditions.
  8. FY2023-Q3RestatedAnnual report

    「Housing starts for subdivision detached houses have remained flat, although」

    Regarding housing starts, which had disappeared from the disclosure once in the past, the market trend that subdivision detached houses were flat has been stated again.
  9. FY2018-Q3DroppedAnnual 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 market trend described previously, that housing starts were approximately at the previous year's level, is not explicitly stated in this performance explanation.
  10. FY2018-Q2First statedAnnual report

    「Housing starts remained approximately at the previous year's level.」

    A new description has been added of market conditions in which the housing acquisition environment is considered favorable, while housing starts remained approximately at the previous year's level.
Moved together

"Sluggish recovery in personal consumption" moved the same way as this thread, in the same document, in 3 of its 10 moves.

333333★123456
  1. ★This thread
  2. 1Sluggish recovery in personal consumption3×
  3. 2Fiscal 2016 First-Quarter Revenue and Earnings Growth3×
  4. 3Dividend Payments to Shareholders3×
  5. 4Recovery in residential investment driven by home-purchase support programs and low interest rates3×
  6. 5Improvement in Employment and Income Conditions and a Gradual Recovery in the Domestic Economy3×
  7. 6Expanding the Business Portfolio through Real Estate Leasing, Renovations and Existing Homes3×

★ 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. It last moved in the Results of 2026-05-15: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
New housing starts tracking the previous year | Iida Group Holdings Co.,Ltd. (3291) | Komori