Komori
Tomoku (3946) · RiskFirst stated

Impact of Semiconductor Shortages on Built-for-Sale Home Sales

First written in FY2023-Q2. . Latest entry: FY2023-Q2.

1entries
1years
0from disclosures
Share on X
How it moved
Same theme, other companies
Decline in construction demand due to building-material supply constraints and soaring pricesA theme 21 companies write about · 22 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 9 of 12 companies on the "Worse" side.

1 other company's 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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q2First statedAnnual report

    「The number of homes sold by ㈱スウェーデンハウス increased year on year, but at ㈱玉善, visitor numbers declined as rising timber prices and semiconductor shortages pushed up the prices of spec homes, resulting in a year-on-year decrease in homes sold.」

    The company states that the semiconductor shortage affected Tamazen’s spec-built home sales through higher selling prices, fewer visitors and a decline in the number of homes sold.
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
Tomoku's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.