Migalo Holdings (5535) · RiskMaterialised
Valuation fluctuation risk for real estate held for sale and real estate under development for sale
First written in FY2024. 1 of 2 entries say "Materialised", first in FY2026. Latest entry: FY2026.
2entries
3years
0from disclosures
How it moved
Same theme, other companies
Decline in the Net Realizable Value of InventoriesA theme 206 companies write about · 209 as a headwind · 0 as a tailwind
Migalo Holdings moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).
The whole theme swung hardest in 2018: 11 of 37 companies on the "Worse" side.
35 other companies' latest entry also says "Materialised".
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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 210 threads.Full recordFilings, disclosures and news, newest first
- FY2026MaterialisedAnnual report
「Cost of sales for the fiscal year, including valuation losses, was ¥571,074 thousand, and inventories were ¥43,209,783 thousand.」
A ¥571,074 thousand inventory valuation loss was recognized in cost of sales during the fiscal year in relation to real estate for sale and real estate under development. - FY2024First statedAnnual report
「Because all key assumptions are based on surrounding market prices, net realizable value will fluctuate as market prices change. Accordingly, estimates may differ from future results.」
For inventories of ¥36,330,489 thousand, the Group states that valuation may change as rents, yields, sales-market prices, and other factors fluctuate.