Toyokoh (341A) · RiskFirst stated
Trends in Customer Industries and Public Works Budgets
First written in FY2026. . Latest entry: FY2026.
1entries
1years
0from disclosures
How it moved
Same theme, other companies
Decline in demand due to fluctuations in public investment and industrial capital investmentA theme 36 companies write about · 29 as a headwind · 6 as a tailwind
The whole theme swung hardest in 2024: 8 of 28 companies on the "Worse" side.
0 other companies' latest entry also says "First stated".
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 36 companies compared. The sentences above are computed from all 36.