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Housei (5035) · RiskRestated

Corporate IT Investment Restraint Due to COVID-19

First written in FY2022-Q2. 4 of 6 entries say "Restated". Latest entry: FY2023-Q3.

6entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q2 – FY2022MitigatedFY2023-Q1RestatedFY2023-Q2 – FY2023-Q32022: 220222023: 42023
Same theme, other companies
Delays in Orders and On-Site Implementation Due to the Prolonged COVID-19 PandemicA theme 44 companies write about · 45 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 5 of 21 companies on the "Worse" side.

12 other companies' latest entry also says "Restated".

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 44 companies compared. The sentences above are computed from all 44.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3RestatedAnnual report

    「We believe that companies' appetite for IT investment remains solid.」

    The assessment that corporate appetite for IT investment remained solid continued, with no substantive change disclosed in the risk of restrained IT investment.
  2. FY2023-Q2RestatedAnnual report

    「We believe that companies' appetite for IT investment remains solid.」

    The assessment that the risk of restrained corporate IT investment had declined and that investment appetite remained solid continued to be stated.
  3. FY2023-Q1MitigatedAnnual report

    「We believe that companies' appetite for IT investment remains solid.」

    The assessment shifted from COVID-19-related restraint on corporate IT investment to solid investment appetite, indicating that the current impact of the risk had declined.
  4. FY2022RestatedAnnual report

    「If customer companies restrain new investment against a deteriorating market environment, resulting in declines in orders and sales, lower profit margins or longer collection periods,」

    The potential impact of restrained investment by customer companies on orders, sales and profit margins continued to be indicated.
  5. FY2022-Q3RestatedAnnual report

    「There were signs that companies temporarily held back on IT investment due to the spread of COVID-19, but」

    The temporary restraint on corporate IT investment continued to be described.
  6. FY2022-Q2First statedAnnual report

    「There were signs that companies temporarily held back on IT investment due to the spread of COVID-19, but」

    Corporate restraint on IT investment was described as an observed risk, while the subsequent discussion also indicated signs of recovery.
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Corporate IT Investment Restraint Due to COVID-19 | HOUSEI Inc. (5035) | Komori