Jenoba (5570) · RiskMitigated
Seasonal fluctuations in business performance linked to public works budgets
First written in FY2023. 1 of 2 entries say "Mitigated", first in FY2025. Latest entry: FY2025.
2entries
3years
0from disclosures
How it moved
Same theme, other companies
Quarterly earnings concentration caused by the timing of budget execution, project progress and acceptance inspections for public-sector and customer projectsA theme 66 companies write about · 65 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2024: 4 of 35 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
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 66 companies compared. The sentences above are computed from all 66.Full recordFilings, disclosures and news, newest first
- FY2025MitigatedAnnual report
「Going forward, the company expects to increase the proportion of revenue from industries that are not linked to public works budgets.」
In response to the risk of seasonal fluctuations linked to public works budgets, the company identifies increasing the revenue share of non-public-works fields and smoothing the timing of budget execution as measures. - FY2023First statedAnnual report
「Revenue tends to be higher in the first quarter (October to December) than in other periods, followed by a tendency for revenue to decline slightly in early spring and in the third quarter (April to June).」
The company explains that quarterly revenue fluctuations linked to the timing of budget execution by the national and local governments constitute a risk.