Komori
Japan Hospice Holdings (7061) · RiskWorsened

Risk of Missing New Facility Opening Plans Due to Site Availability, Regulations and Construction Delays

First written in FY2022. 1 of 3 entries say "Worsened", first in FY2025. Latest entry: 2026-03-25.

3entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY20222023: 120232024: 020242025: 020252026: 22026
Same theme, other companies
Risk of failure to achieve targets for new site openings and construction ordersA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

Japan Hospice Holdings moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.

The whole theme swung hardest in 2026: 6 of 10 companies on the "Worse" side.

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

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-03-25SoftenedManagement Planning

    「Because the details of the 2026 medical fee revision had not been finalized when the materials were prepared, new openings in 2026 have been limited to the 7 facilities for which lease agreements have already been signed.」

    In light of uncertainty surrounding the medical fee revision, the company limited new openings in 2026 to 7 facilities for which lease agreements had already been signed.
  2. FY2025WorsenedAnnual report

    「また、当連結会計年度は計11施設の開設を行いましたが、2026年の計画を作成する時点では、診療報酬の改定内容が確定していなかったため、既に賃貸借契約を締結していた施設のみに新規開設を留める事とし、2026年12月期は7施設を新規開設する予定です。」

    診療報酬改定内容が未確定であったことを理由に、2026年の新規開設を既に賃貸借契約済みの施設に限定。開設計画への外部制度影響が具体化。
  3. FY2022First statedAnnual report

    「However, various uncertainties affect the execution of opening plans for real estate development. These include restrictions on selecting candidate sites due to regulations imposed by municipalities and other authorities, force majeure events such as typhoons and heavy snow during construction, unpredictable changes in economic sentiment, market conditions and supply and demand, and the inability to secure well-located candidate sites because of competition from companies in various industries, as demand for well-located properties is high not only in the healthcare and long-term care industries.」

    First described in detail the risk that candidate-site selection, regulation, weather, supply and demand, and competition from other companies could delay or derail new facility opening plans.
Moved together

"Risk of Revisions to Medical and Long-Term Care Reimbursement" moved the same way as this thread, in the same document, in 2 of its 3 moves.

22★12
  1. ★This thread
  2. 1Risk of Revisions to Medical and Long-Term Care Reimbursement2×
  3. 2Research and Promotion of Home Hospice Care2×

★ 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 Japan Hospice Holdings yet. It last moved in the Management Planning of 2026-03-25: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.