Mikuni (7247) · FactRestated
Demand for Lifestyle Equipment-Related Products Driven by High Domestic Housing Starts
First written in FY2018-Q1. 2 of 4 entries say "Softened", first in FY2018-Q2. Latest entry: FY2019-Q1.
4entries
2years
0from disclosures
How it moved
Same theme, other companies
Fluctuations in Housing-Equipment Demand Driven by Trends in Capital Investment, Housing Starts and Renovation WorkA theme 14 companies write about · 13 as a headwind · 2 as a tailwind
The whole theme swung hardest in 2024: 9 of 12 companies on the "Worse" side.
5 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.
Full recordFilings, disclosures and news, newest first
- FY2019-Q1RestatedAnnual report
「Domestic housing starts remained flat, while production of products for overseas markets remained sluggish.」
Domestic housing starts were again described as remaining flat, as in the previous quarter. - FY2018-Q3SoftenedAnnual report
「Domestic housing starts remained flat, while gas control valves for water heaters performed strongly in the Chinese market.」
The description of domestic housing starts changed from “solid” in the previous quarter to “flat.” Meanwhile, gas control valves for water heaters in the Chinese market were described as performing strongly. - FY2018-Q2SoftenedAnnual report
「Domestic housing starts remained solid, while gas control valves for water heaters performed strongly in the Chinese market.」
The description of domestic housing starts changed from “high level” in the previous quarter to “solid,” but they continue to be cited as a factor behind higher revenue in lifestyle equipment-related products. - FY2018-Q1First statedAnnual report
「Domestic housing starts remained at a high level, while production efficiency improved, particularly in China.」
The company newly cites the sustained high level of domestic housing starts as a factor behind higher revenue in the lifestyle equipment-related products business.