Komori
Koryojyuhan (3495) · RiskWorsened

Risk of meeting rent guarantee obligations

First written in FY2019-Q2. 24 of 25 entries say "Worsened", first in FY2019-Q3. Latest entry: FY2026-H1.

25entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019-Q3 – FY2026-H12019: 320192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 12026
Same theme, other companies
Guarantee Performance Obligations and Credit Exposure Arising from the Rent Guarantee BusinessA theme 16 companies write about · 15 as a headwind · 2 as a tailwind

Koryojyuhan moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).

The whole theme swung hardest in 2018: 2 of 6 companies on the "Worse" side.

7 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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥397.544 million　Provision for rent guarantee obligations: △¥1.291 million　Net: ¥396.252 million」

    Guarantee obligations outstanding increased from ¥391.180 million at the end of the previous period to ¥397.544 million, while net guarantee exposure also increased from ¥389.913 million to ¥396.252 million.
  2. FY2025WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥391.180 million　Provision for rent guarantee obligations: △¥1.266 million　Net: ¥389.913 million」

    Guarantee obligations outstanding increased from ¥350.520 million at the end of the previous period to ¥391.180 million, while net guarantee exposure increased from ¥349.050 million to ¥389.913 million.
  3. FY2025-H1WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥358.882 million　Provision for rent guarantee obligations: △¥1.506 million　Net: ¥357.375 million」

    Guarantee obligations outstanding increased from ¥350.520 million at the end of the previous period to ¥358.882 million, while net guarantee exposure increased from ¥349.050 million to ¥357.375 million.
  4. FY2024WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥350.520 million　Provision for rent guarantee obligations: △¥1.469 million　Net: ¥349.050 million」

    Guarantee obligations outstanding increased from ¥306.272 million at the end of the previous period to ¥350.520 million, while net guarantee exposure increased from ¥302.865 million to ¥349.050 million.
  5. FY2024-Q2WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥315.349 million　Provision for rent guarantee obligations: △¥3.512 million　Net: ¥311.836 million」

    Guarantee obligations outstanding increased from ¥306.272 million at the end of the previous period to ¥315.349 million, while net guarantee exposure increased from ¥302.865 million to ¥311.836 million.
  6. FY2024-Q1WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥316.793 million　Provision for rent guarantee obligations: △¥3.528 million　Net: ¥313.264 million」

    Guarantee obligations outstanding increased from ¥306.272 million at the end of the previous period to ¥316.793 million, while net guarantee exposure increased from ¥302.865 million to ¥313.264 million.
  7. FY2023WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥306.272 million　Provision for rent guarantee obligations: △¥3.406 million　Net: ¥302.865 million」

    Guarantee obligations outstanding increased from ¥239.651 million at the end of the previous period to ¥306.272 million, while net guarantee exposure increased from ¥231.875 million to ¥302.865 million.
  8. FY2023-Q3WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥298.624 million　Provision for rent guarantee obligations: △¥9.414 million　Net: ¥289.209 million」

    Guarantee obligations outstanding increased from ¥239.651 million at the end of FY2022 to ¥298.624 million, while net guarantee exposure increased from ¥231.875 million to ¥289.209 million.
  9. FY2023-Q2WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥267.730 million　Provision for rent guarantee obligations: △¥8.401 million　Net: ¥259.329 million」

    Guarantee obligations outstanding increased from ¥239.651 million at the end of the previous period to ¥267.730 million, while net guarantee exposure increased from ¥231.875 million to ¥259.329 million.
  10. FY2023-Q1WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥252.760 million　Provision for rent guarantee obligations: △¥8.136 million　Net: ¥244.624 million」

    Guarantee obligations outstanding increased from ¥239.651 million at the end of the previous period to ¥252.760 million, while net guarantee exposure increased from ¥231.875 million to ¥244.624 million.
  11. FY2022WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥239.651 million　Provision for rent guarantee obligations: △¥7.775 million　Net: ¥231.875 million」

    Guarantee obligations outstanding increased from ¥188.233 million at the end of the previous period to ¥239.651 million, while net guarantee exposure increased from ¥179.185 million to ¥231.875 million.
  12. FY2022-Q3WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥230.897 million　Provision for rent guarantee obligations: △¥11.097 million　Net: ¥219.800 million」

    Guarantee obligations outstanding increased from ¥188.233 million at the end of the previous period to ¥230.897 million, while net guarantee exposure increased from ¥179.185 million to ¥219.800 million.
  13. FY2022-Q2WorsenedAnnual report

    「Guarantee obligations outstanding (monthly): ¥205.090 million　Provision for rent guarantee obligations: △¥9.790 million　Net: ¥195.299 million」

    Guarantee obligations outstanding increased from ¥188.233 million at the end of September FY2021 to ¥205.090 million, while net guarantee exposure increased from ¥179.185 million to ¥195.299 million.
  14. FY2022-Q1WorsenedAnnual report

    「Guarantee obligations outstanding: ¥194.024 million　Provision for rent guarantee obligations: ¥9.326 million　Net: ¥184.698 million」

    Guarantee obligations outstanding increased from ¥188.233 million at the end of the previous period to ¥194.024 million, while the provision for rent guarantee obligations increased from ¥9.048 million to ¥9.326 million. Net guarantee exposure also increased from ¥179.185 million to ¥184.698 million.
  15. FY2021WorsenedAnnual report

    「Guarantee obligations outstanding: ¥155.983 million; provision for rent guarantee obligations: ¥6.760 million」

    At the end of the current period, guarantee obligations outstanding were ¥188.233 million and the provision for rent guarantee obligations was ¥9.048 million, resulting in an increase in guarantee exposure from the end of the previous period. Net guarantee exposure was ¥179.185 million.
  16. FY2021-Q3WorsenedAnnual report

    「Guarantee obligations outstanding: ¥185.066 million　Provision for rent guarantee obligations: ¥8.020 million　Net: ¥177.045 million」

    Guarantee obligations outstanding increased from ¥168.748 million at the end of the previous quarter to ¥185.066 million, while the provision for rent guarantee obligations increased from ¥7.313 million to ¥8.020 million. Net guarantee exposure also increased.
  17. FY2021-Q2WorsenedAnnual report

    「Guarantee obligations outstanding: ¥168.748 million　Provision for rent guarantee obligations: ¥7.313 million　Net: ¥161.434 million」

    Guarantee obligations outstanding increased from ¥155.983 million at the end of the previous period to ¥168.748 million, while the provision for rent guarantee obligations increased from ¥6.760 million to ¥7.313 million.
  18. FY2021-Q1WorsenedAnnual report

    「Guarantee obligations outstanding: ¥164.661 million　Provision for rent guarantee obligations: ¥7.136 million　Net: ¥157.525 million」

    Guarantee obligations outstanding increased from ¥155.983 million at the end of the previous period to ¥164.661 million, while the provision for rent guarantee obligations increased from ¥6.760 million to ¥7.136 million.
  19. FY2020WorsenedAnnual report

    「Guarantee obligations outstanding: ¥155.983 million; provision for rent guarantee obligations: ¥6.760 million」

    Guarantee obligations outstanding increased from ¥101.619 million at the end of the previous period to ¥155.983 million, while the provision for rent guarantee obligations increased from ¥3.335 million to ¥6.760 million.
  20. FY2020-Q3WorsenedAnnual report

    「As part of its operating activities, the Group enters into guarantee consignment agreements with tenants and provides rent guarantees, subject to a contractual limit equivalent to 24 months' rent. Guarantee obligations outstanding were ¥143.387 million and the provision for rent guarantee obligations was ¥4.706 million.」

    Guarantee obligations outstanding increased from ¥101.619 million at the end of the previous consolidated fiscal year to ¥143.387 million, while the provision for rent guarantee obligations increased from ¥3.335 million to ¥4.706 million.
  21. FY2020-Q2WorsenedAnnual report

    「As part of its operating activities, the Group enters into guarantee consignment agreements with tenants and provides rent guarantees, subject to a contractual limit equivalent to 24 months' rent.」

    Guarantee obligations outstanding increased from ¥101.619 million at the end of the previous consolidated fiscal year to ¥123.688 million, while the provision for rent guarantee obligations increased from ¥3.335 million to ¥4.060 million.
  22. FY2020-Q1WorsenedAnnual report

    「As part of its operating activities, the Group enters into guarantee consignment agreements with tenants and provides rent guarantees, subject to a contractual limit equivalent to 24 months' rent.」

    Guarantee obligations outstanding increased from ¥101.619 million at the end of the previous consolidated fiscal year to ¥112.613 million, while the provision for rent guarantee obligations increased from ¥3.335 million to ¥3.696 million.
  23. FY2019WorsenedAnnual report

    「As part of its operating activities, the Group enters into guarantee consignment agreements with tenants and provides rent guarantees, subject to a contractual limit equivalent to 24 months' rent.」

    At the end of the current period, guarantee obligations outstanding were ¥101.619 million and the provision for rent guarantee obligations was ¥3.335 million, both up from the end of the 3rd quarter.
  24. FY2019-Q3WorsenedAnnual report

    「As part of its operating activities, the Group enters into guarantee consignment agreements with tenants and provides rent guarantees, subject to a contractual limit equivalent to 24 months' rent.」

    At the end of the 3rd quarter, guarantee obligations outstanding were ¥97.296 million and the provision for rent guarantee obligations was ¥1.915 million, up from guarantee obligations outstanding of ¥86.069 million and a provision of ¥1.694 million at the end of the 2nd quarter.
  25. FY2019-Q2First statedAnnual report

    「As part of its operating activities, the Group enters into guarantee consignment agreements with tenants and provides rent guarantees, subject to a contractual limit equivalent to 24 months' rent.」

    The Group provides rent guarantees as part of its business activities. As of 31 March 2019, guarantee obligations outstanding were ¥86.069 million and the provision for rent guarantee obligations was ¥1.694 million.
Moved together

"Dilution from the Exercise of Stock Options" moved the same way as this thread, in the same document, in 21 of its 25 moves.

211510984★123456
  1. ★This thread
  2. 1Dilution from the Exercise of Stock Options21×
  3. 2Reliance on Interest-Bearing Debt and Interest Rate and Liquidity Risks15×
  4. 3Decline in the number of new rental housing starts and signs that the rental business sector may have peaked10×
  5. 4Fluctuations in Real Estate Demand Due to Economic Conditions, Interest Rates, Land Prices, the Tax System and Other Factors9×
  6. 5Impairment of Fixed Assets Due to Declining Profitability8×
  7. 6Decline in Customer Visits and Coin-Operated Parking Lot Utilization Due to COVID-194×

★ 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.

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Risk of meeting rent guarantee obligations | Koryojyuhan Co.,Ltd. (3495) | Komori