Strength of the Property Rental Market Against a Backdrop of Improving Economic Sentiment
First written in FY2017-Q2. 10 of 30 entries say "Restated". Latest entry: 2026-08-13.
ZIGExN moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2024: 3 of 13 companies on the "Worse" side.
1 other company's latest entry also says "Worsened".
- FY2026Additional impact on demand from geopolitical risksAnnual report
「For 賃貸スモッカ, demand from clients for internet advertising placements remained solid, although it was partly affected by geopolitical risks. On the user side, demand for moving homes declined somewhat, partly due to the impact of spending restraint associated with inflation.」
Although demand for internet advertising placements was considered solid, the impact on real estate-related demand from geopolitical risks and spending restraint due to inflation was added. - FY2025-H1Changes in the demand structure due to rising pricesAnnual report
「On the client side of the life-support businesses, including リショップナビ and エネピ, demand for internet advertising placements remained solid. On the user side, demand for remodeling is trending downward due to the impact of rising prices. Meanwhile, demand for switching utility providers is trending upward as demand for savings increases along with rising prices.」
In the life-support businesses, advertising demand was considered solid, while remodeling demand declined due to rising prices and demand for switching utility providers increased against a backdrop of stronger demand for savings. - FY2024New entry into the electricity-switching businessAnnual report
「The company has also newly entered the electricity-switching business, where demand has remained solid.」
Regarding the demand environment for Living Tech, the company’s new entry into the electricity-switching business and the solidity of demand were described in addition to remodeling and gas switching. - FY2024-Q3Declining remodeling demand and strengthening gas-switching demandAnnual report
「On the client side of the life-support businesses, including リショップナビ and エネピ, demand for internet advertising placements remained solid. On the user side, demand for remodeling is trending downward due to higher material prices and the backlash from stay-at-home demand. Demand for gas switching has remained solid.」
For demand previously described as solid or temporarily declining, a downward trend in remodeling demand was indicated due to higher material prices and the backlash from stay-at-home demand. Meanwhile, gas-switching demand changed from the previous lull to a solid trend. - FY2024-Q2SoftenedAnnual report
「On the client side of the life-support businesses, including リショップナビ and エネピ, demand for internet advertising placements remained relatively solid. On the user side, although affected by the Bon holiday period and typhoons, activity remained solid overall. Demand for gas switching has eased from a temporary surge and is showing a slight downward trend.」
Although advertising demand and user trends in the life-support businesses were generally solid, gas switching demand eased from a temporary surge and shifted to a slight downward trend. - FY2024-Q1SoftenedAnnual report
「For 賃貸スモッカ, demand from clients for internet advertising placements remained solid, while on the user side, demand for moving homes declined somewhat, partly due to the impact of spending restraint associated with inflation.」
Although demand for internet advertising placements was considered solid, demand for moving homes declined somewhat against a backdrop of spending restraint associated with inflation. - FY2023Recovery in demand for gas switchingAnnual report
「On the user side, demand for remodeling has remained solid, while demand for gas switching has been recovering.」
The view changed from gas switching demand having paused and settled down to one that it is recovering. - FY2023-Q2Lull in demand for gas switchingAnnual report
「On the user side, demand for remodeling has remained solid, while demand for gas switching has paused and settled down.」
While demand for remodeling was considered solid, the view changed regarding demand for gas switching, which had been reported as increasing through the previous period, to one that it had paused and settled down. - FY2023-Q1RestatedAnnual report
「The external environment relevant to each business has remained relatively solid even amid the COVID-19 pandemic.」
The view continues that the external environment for each business, including Living Tech, has remained relatively solid even amid the pandemic. - FY2022Slowing demand for finding homes due to the Omicron variantAnnual report
「For 賃貸スモッカ, demand from clients for advertising on internet media remained relatively solid, while on the user side, demand for finding homes and the number of searches declined due in part to the spread of the Omicron variant.」
Although demand for advertising placements remained relatively solid, demand for finding homes and the number of searches declined due in part to the spread of the Omicron variant. - FY2022-Q3Changes in demand following the end of stay-at-home demand and the surge in utility costsAnnual report
「Although stay-at-home demand driven by the spread of remote work and the extension of periods of voluntary restrictions on going out is easing, demand for residential remodeling and renovation has remained resilient. Demand for gas switching has also increased as utility costs have risen.」
Although stay-at-home demand is easing, demand for residential remodeling and renovation remains resilient, while demand for gas switching has increased against a backdrop of higher utility costs, adding a change in the demand structure. - FY2022-Q2Solid trend following the temporary decline in housing demandAnnual report
「On the user side, although stay-at-home demand driven by the spread of remote work and the extension of periods of voluntary restrictions on going out has run its course, demand for residential remodeling and renovation has continued to remain solid. Demand for finding homes also temporarily declined due to the impact of the Tokyo Olympic Games, but has remained solid.」
Although stay-at-home demand ran its course and demand for finding homes temporarily declined due to the Tokyo Olympic Games, demand for residential remodeling and renovation and demand for finding homes were described as solid. - FY2022-Q1ReframedAnnual report
「The external environment relevant to each business has remained relatively solid even amid the spread of COVID-19. Demand for more comfortable living environments has emerged as remote work became more widespread and periods of voluntary restrictions on going out were extended, and demand for finding homes has remained solid. We also believe that demand for residential remodeling and renovation, as part of stay-at-home demand, has been gradually expanding.」
The explanation of the external environment for the property rental market shifted from the previous focus on improving business sentiment to solid demand for finding homes even amid the spread of the infection, and demand for remodeling and renovation driven by remote work and stay-at-home demand. - FY2021-Q2RestatedAnnual report
「The external environment relevant to this area remained relatively stable even amid the spread of COVID-19.」
The view was indicated that the external environment for the real estate sector remained relatively stable even amid the spread of the infection. - FY2020SoftenedAnnual report
「The external environment relevant to this area remained relatively stable as business sentiment gradually improved.」
For the property rental market, the wording changed from “stable” to “relatively stable,” somewhat limiting the description of its strength. - FY2020-Q3RestatedAnnual report
「The external environment relevant to this area has remained stable as business sentiment has gradually improved.」
The view that the property rental market has remained stable against a backdrop of improving business sentiment continues. - FY2020-Q2RestatedAnnual report
「The external environment relevant to this area has remained stable as business sentiment has gradually improved.」
The view that the property rental market has remained stable against a backdrop of improving business sentiment continues. - FY2020-Q1RestatedAnnual report
「The external environment relevant to this area has remained stable as business sentiment has gradually improved.」
The view that the property rental market has remained stable against a backdrop of improving business sentiment continues. - FY2019-Q2RestatedAnnual report
「The external environment relevant to this area has remained stable as business sentiment has gradually improved.」
The view that the property rental market has remained stable against a backdrop of improving business sentiment continues. - FY2019-Q1RestatedAnnual report
「The external environment relevant to this area has remained stable as business sentiment has gradually improved.」
The view that the property rental market has remained stable against a backdrop of improving business sentiment continues. - FY2018-Q3RestatedAnnual report
「The external environment relevant to this area has remained stable as business sentiment has gradually improved.」
The view that the property rental market has remained stable against a backdrop of improving business sentiment continues. - FY2018-Q2RestatedAnnual report
「The external environment relevant to this area has remained stable as business sentiment has gradually improved.」
The view that the property rental market has remained stable against a backdrop of improving business sentiment continues. - FY2018-Q1RestatedAnnual report
「The external environment relevant to this area has remained stable as business sentiment has gradually improved.」
The view that the property rental market has remained stable against a backdrop of improving business sentiment continues to be indicated. - FY2017-Q3SoftenedAnnual report
「The external environment relevant to this area has remained stable in the property rental market as business sentiment has gradually improved.」
The wording changed from “remained solid” in the previous quarter to “remained stable,” somewhat weakening the description of market strength. - FY2017-Q2First statedAnnual report
「The external environment relevant to this area has remained solid in the property rental market as business sentiment has gradually improved.」
A new structural fact was indicated regarding the external environment for the real estate sector: the rental market is solid as business sentiment improves.