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Cel (5078) · RiskMaterialisedLatest Financial results presentation (2026-10-22): "Mitigated"

Risk of Changes in Owner Demand, Taxation, Interest Rates and Lending Attitudes

First written in FY2022. 2 of 4 entries say "Materialised", first in 2026-04-17. Latest entry: 2026-10-22.

4entries
5years
2from disclosures
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ProgressHeldSoftenedWorseFirst statedFY20222022: 120222023: 020232024: 020242025: 020252026: 32026
Same theme, other companies

0 other companies' latest entry also says "Mitigated".

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  1. 2026-10-22MitigatedFinancial results presentation

    「金融機関とのアライアンス強化により、2027年2月期上期時点の受注件数は前年同期比60%増」

    金利上昇への対応として金融機関との連携強化と受注件数の増加を示している。
  2. FY2026MaterialisedAnnual report

    「Due to the rise in costs accompanying increases in land and construction costs, as well as the narrowing of the yield spread with other financial products caused by higher interest rates, sales of the properties scheduled for the current consolidated fiscal year did not progress as planned.」

    The company stated that a narrowing of the yield spread with other financial products due to higher interest rates had an actual impact on performance in the form of failure to meet the property sales plan for its rental development business.
  3. 2026-04-17MaterialisedFinancial results presentation

    「Changes in the market environment caused by higher interest rates and other factors affected the investment sentiment of wealthy individuals, making it difficult to bring potential customers to the surface.」

    金利上昇等による市場環境の変化が、賃貸開発事業の顧客顕在化に影響したと記載している。
  4. FY2022First statedAnnual report

    「For customers using apartment loans, the company proposes that they fund approximately 20% to 30% of the project with their own funds to avoid excessive reliance on loans, and has established a financing-arrangement department to strengthen cooperation with financial institutions.」

    The company identifies fluctuations in demand resulting from economic conditions, tax policy, demographics, interest rates and financial institutions' lending attitudes, and is responding through measures such as proposing that customers contribute their own funds.
Moved together

"Risk of Rising Raw Material, Construction Material and Labor Costs" moved the same way as this thread, in the same document, in 3 of its 4 moves.

322★123
  1. ★This thread
  2. 1Risk of Rising Raw Material, Construction Material and Labor Costs3×
  3. 2Risk of Insufficient Recruitment and Development of Human Capital2×
  4. 3Maximizing Corporate Value and Delivering Well-Being Through Vision 20302×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Cel yet. It last moved in the Financial results presentation of 2026-10-22: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Changes in Owner Demand, Taxation, Interest Rates and Lending Attitudes | CEL Corporation (5078) | Komori