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Capita (7462) · RiskRestated

Real Estate Leasing Risk

First written in FY2017-Q3. 13 of 25 entries say "Restated". Latest entry: FY2026-H1.

25entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – FY2024-Q32017: 420172018: 420182019: 420192020: 420202021: 320212022: 120222023: 020232024: 320242025: 22025
Same theme, other companies
Leasing Business Operating Risk from Changes in Lease Terms and Supply and DemandA theme 32 companies write about · 33 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 10 of 26 companies on the "Worse" side.

13 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.
Showing 14 of the 32 companies compared. The sentences above are computed from all 32.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「The 巣鴨ダイヤビル is currently fully occupied, セルフ岩切 in Sendai continues to generate stable rental income, and stable operating conditions have continued in the self-storage business.」

    The remaining rental properties, セルフ岩切 and the self-storage business are described as stable even after the sale of 川口ダイヤピア.
  2. FY2025MitigatedAnnual report

    「The 巣鴨ダイヤビル and 川口ダイヤピア are both fully occupied, and the Company is continuing planned repairs to maintain the buildings’ asset value and provide tenants with safety and peace of mind.」

    The major rental properties have returned to full occupancy, maintaining the improvement in leasing conditions.
  3. FY2025-H1MitigatedAnnual report

    「In our real estate business, both Sugamo Dia Building and Kawaguchi Dia Pia are currently fully occupied. While continuing planned repairs, we are working to maintain the buildings' asset value and provide safety and peace of mind to tenants.」

    Although 1 vacancy had arisen at 川口ダイヤピア in the previous fiscal year, both the 巣鴨ダイヤビル and 川口ダイヤピア are fully occupied in the current interim accounting period.
  4. FY2024MaterialisedAnnual report

    「The 巣鴨ダイヤビル is fully occupied, while 川口ダイヤピア has 1 vacant unit.」

    Although the major properties had been reported as fully occupied through the previous update, 1 vacancy has actually arisen at 川口ダイヤピア.
  5. FY2024-Q3RestatedAnnual report

    「Both Sugamo Dia Building and Kawaguchi Dia Pia are currently fully occupied. While continuing planned repairs, we are working to maintain the buildings' asset value and provide tenants with safety and peace of mind. Self Iwakiri in Sendai also continues to generate stable rental income, and trunk-room operations remain steady.」

    The major properties remain fully occupied, セルフ岩切 continues to generate stable rental income, and solid self-storage operations have continued, maintaining the improvement in leasing conditions.
  6. FY2023-Q2RestatedAnnual report

    「Both Sugamo Dia Building and Kawaguchi Dia Pia are currently fully occupied. While continuing planned repairs, we are working to maintain the buildings' asset value and provide tenants with safety and peace of mind. Self Iwakiri in Sendai also continues to generate stable rental income, and trunk-room operations remain steady.」

    The major properties remain fully occupied, セルフ岩切 continues to generate stable rental income, and solid self-storage operations have continued.
  7. FY2022-Q1RestatedAnnual report

    「セルフ岩切 in Sendai continues to generate stable rental income, while the self-storage business is now effectively operating at full occupancy and performance has remained solid.」

    The major properties remain fully occupied, セルフ岩切 continues to generate stable rental income, and the self-storage business continues to operate at effectively full occupancy.
  8. FY2021RestatedAnnual report

    「Both Sugamo Dia Building and Kawaguchi Dia Pia are currently fully occupied. While continuing planned repairs, we are working to maintain the buildings' asset value and provide tenants with safety and peace of mind. Self Iwakiri in Sendai also continues to generate stable rental income, and trunk-room operations remain steady.」

    The major properties remain fully occupied, セルフ岩切 continues to generate stable rental income, and self-storage operations remain solid, maintaining the improvement in leasing conditions.
  9. FY2021-Q3RestatedAnnual report

    「Both Sugamo Dia Building and Kawaguchi Dia Pia are currently fully occupied. While continuing planned repairs, we are working to maintain the buildings' asset value and provide tenants with safety and peace of mind. Self Iwakiri in Sendai also continues to generate stable rental income, and trunk-room operations remain steady.」

    The major properties remain fully occupied, セルフ岩切 continues to generate stable rental income, and self-storage operations remain solid, maintaining the improvement in leasing conditions.
  10. FY2021-Q2RestatedAnnual report

    「Both Sugamo Dia Building and Kawaguchi Dia Pia are currently fully occupied. While continuing planned repairs, we are working to maintain the buildings' asset value and provide tenants with safety and peace of mind. Self Iwakiri in Sendai also continues to generate stable rental income, and trunk-room operations remain steady.」

    The major properties remain fully occupied, rental income stable, and self-storage operations solid, maintaining the improvement in leasing conditions.
  11. FY2021-Q1RestatedAnnual report

    「Both the 巣鴨ダイヤビル and 川口ダイヤピア are currently fully occupied, and the Company is continuing planned repairs to maintain the buildings’ asset value and provide tenants with safety and peace of mind. セルフ岩切 in Sendai also continues to generate stable rental income, while the self-storage business is now effectively operating at full occupancy and performance has remained solid.」

    The major properties remain fully occupied, セルフ岩切 continues to generate stable rental income, and the self-storage business continues to operate at effectively full occupancy, maintaining the improvement in leasing conditions.
  12. FY2020MitigatedAnnual report

    「Both the 巣鴨ダイヤビル and 川口ダイヤピア are currently fully occupied, and the Company is continuing planned repairs to maintain the buildings’ asset value and provide tenants with safety and peace of mind. セルフ岩切 in Sendai also continues to generate stable rental income, while the self-storage business is now operating at effectively full occupancy and performance has remained solid.」

    The major properties are fully occupied, セルフ岩切 generates stable rental income, and the self-storage business is operating at effectively full occupancy, confirming the continued improvement in leasing conditions.
  13. FY2020-Q3RestatedAnnual report

    「The 巣鴨ダイヤビル and 川口ダイヤピア are both currently fully occupied, … while the self-storage business is now operating at effectively full occupancy.」

    The major properties are fully occupied and the self-storage business is operating at effectively full occupancy, with the improvement in leasing conditions continuing.
  14. FY2020-Q2MitigatedAnnual report

    「The 巣鴨ダイヤビル and 川口ダイヤピア are both currently fully occupied, … while the self-storage business is now operating at a 100% occupancy rate.」

    The major properties are fully occupied and the self-storage business has reached 100% occupancy, reducing vacancy and underutilization risks on the leasing side.
  15. FY2020-Q1Tenant turnover planned, but leasing progressing smoothlyAnnual report

    「Some tenant turnover is expected at 川口ダイヤピア during the current fiscal year, but leasing is currently progressing smoothly.」

    Although tenant turnover at 川口ダイヤピア is planned during the current fiscal year, the Company states that leasing is currently progressing smoothly.
  16. FY2019MitigatedAnnual report

    「The 巣鴨ダイヤビル and 川口ダイヤピア are both fully occupied, and the Company is carrying out planned repairs to maintain the buildings’ asset value and provide tenants with safety and peace of mind. セルフ岩切 in Sendai also continues to generate stable rental income, while the self-storage business has not yet reached full occupancy but has achieved an occupancy rate of 95%.」

    The major properties have remained fully occupied and rental income stable, while the self-storage occupancy rate reached 95%, indicating an improvement in leasing conditions. However, full occupancy has not yet been reached.
  17. FY2019-Q3MitigatedAnnual report

    「In the real estate business, both the 巣鴨ダイヤビル and 川口ダイヤピア are currently fully occupied, while セルフ岩切 in Sendai also continues to generate stable rental income. In addition, with regard to the self-storage business launched in November 2016, operations have not yet reached full capacity, but an occupancy rate of at least 90% has been maintained.」

    The major properties remain fully occupied and the self-storage business has an occupancy rate of at least 90%, indicating an improvement in leasing conditions. However, the self-storage business has not yet reached full capacity.
  18. FY2019-Q2RestatedAnnual report

    「In the real estate business, both Sugamo Dia Building and Kawaguchi Dia Pia remain fully occupied, generating stable rental income.」

    The major properties have remained fully occupied and rental income stable, with the Company continuing to address leasing risk.
  19. FY2019-Q1RestatedAnnual report

    「Both Sugamo Dia Building and Kawaguchi Dia Pia remain fully occupied, generating stable rental income.」

    The major properties have remained fully occupied and rental income stable, with the Company continuing to address the leasing risks identified through the previous fiscal year.
  20. FY2018MitigatedAnnual report

    「Both the 巣鴨ダイヤビル and 川口ダイヤピア remain fully occupied, generating stable rental income. In addition, with regard to the self-storage business launched in November 2016 to strengthen the real estate business, operations have not yet reached full capacity, but the number of contracts is broadly in line with plan.」

    The major properties have remained fully occupied, and the vacancy that arose in the previous quarter has not continued. However, the self-storage business still has not reached full capacity.
  21. FY2018-Q3MaterialisedAnnual report

    「A vacancy arose when a tenant's lease at Sugamo Dia Building expired, but a new tenant was promptly secured. Both Sugamo Dia Building and Kawaguchi Dia Pia are currently fully occupied and generating stable rental income.」

    Vacancies did arise when tenant leases expired, but the units were quickly re-leased and are now fully occupied.
  22. FY2018-Q2RestatedAnnual report

    「With regard to the self-storage business, operations have not yet reached full capacity, but the number of contracts is above plan.」

    The leasing situation has been reconfirmed as one in which contracts are above plan, while full capacity has not yet been reached.
  23. FY2018-Q1Contracts above plan, but full capacity not reachedAnnual report

    「With regard to the self-storage business launched in November last year, operations have not yet reached full capacity, but the number of contracts is above plan.」

    Although leasing contracts were above plan, the business had not reached full capacity.
  24. FY2017RestatedAnnual report

    「The Company has begun diversifying leasing risk and improving its future earnings capacity.」

    The Company continues to identify diversification of tenant-leasing risk as a purpose of the self-storage business.
  25. FY2017-Q3First statedAnnual report

    「Diversification of leasing risk」

    The Company explicitly identifies diversification of leasing risk as a purpose of launching the self-storage business.
Moved together

"Operating and Ordinary Profitability and Higher Net Income Despite Shrinking Sales" moved the same way as this thread, in the same document, in 6 of its 25 moves.

644333★123456
  1. ★This thread
  2. 1Operating and Ordinary Profitability and Higher Net Income Despite Shrinking Sales6×
  3. 2Higher Sales and Operating Profit in the Oil Business4×
  4. 3Maintaining a Stable Real Estate Revenue Base4×
  5. 4Addressing Tenant Needs and Maintaining a Stable Revenue Base3×
  6. 5Expanding Coggy’s Customer Base Through Store Openings in Saitama3×
  7. 6Improving Real Estate Profitability Through the Launch of a Self-Storage Business3×

★ 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.

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Real Estate Leasing Risk | CAPITA Inc. (7462) | Komori