Havix (3895) · RiskFirst stated

Replacement of Aging Production Facilities and Business Review

First written in FY2026. . Latest entry: FY2026.

1entries

1years

0from disclosures

How it moved

Same theme, other companies

Increase in maintenance and replacement costs due to aging existing facilitiesA theme 15 companies write about · 15 as a headwind · 0 as a tailwind

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

3 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 15 companies compared. The sentences above are computed from all 15.

Full recordFilings, disclosures and news, newest first

FY2026First statedAnnual report
「In particular, in recent years the nonwoven fabric and paper industries have faced significant cost increases due to inflation and growing concerns about labour shortages. Meanwhile, machinery and equipment installed during the period of rapid economic growth have aged and reached the time for renewal, and some companies in the same industries have begun reviewing their future business development in light of this situation.」
It identifies the fact that machinery and equipment introduced across the industry during the period of rapid economic growth are reaching the time for renewal as a new equipment-renewal risk linked to rising prices and labor shortages.

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

Havix's next results are scheduled for 2026-11-09. Read the earnings preview

News

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