Thermae-Yu Holdings (3521) · RiskMaterialised

Aging, Repairs and Equipment Renewal Burden at Bathing Facilities

First written in FY2025-H1. 1 of 1 entries say "Materialised", first in FY2025-H1. Latest entry: FY2025-H1.

1entries

1years

0from disclosures

How it moved

Same theme, other companies

Increase in maintenance and replacement costs due to aging existing facilitiesA theme 17 companies write about · 17 as a headwind · 0 as a tailwind

Thermae-Yu Holdings moved to the "Worse" side of this theme in 2024, 2 years before the typical company in this theme (2026).

The whole theme swung hardest in 2026: 2 of 10 companies on the "Worse" side.

1 other company's latest entry also says "Materialised".

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 17 companies compared. The sentences above are computed from all 17.

Full recordFilings, disclosures and news, newest first

FY2025-H1MaterialisedAnnual report
「Nine years have passed since the facility opened, and the cost of repairs related to equipment and replacement of supplies has increased. In particular, replacing the POS system and payment machines to accommodate the issuance of new banknotes from July required the facility to close for 2 days, contributing to declines in visitor numbers and revenue.」
Nine years have passed since the opening of the Thermae-Yu Shinjuku facility, and the company reported increases in repair and supply replacement costs. Replacing the POS system and payment machines to accommodate the new banknotes actually resulted in a 2-day closure, contributing to declines in visitor numbers and revenue.

Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next

Thermae-Yu Holdings's next results are scheduled for 2026-11-12. Read the earnings preview

News

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