Komori
Tay Two (7610) · RiskWorsened

Higher construction costs and changes in estimates for asset retirement obligations

First written in FY2025. 3 of 4 entries say "Worsened", first in FY2026. Latest entry: FY2027-H1.

4entries
2years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2025WorsenedFY2026 – FY2027-H12025: 120252026: 32026
Same theme, other companies
Change in the estimated asset retirement obligation for restoration obligations under a lease agreementA theme 77 companies write about · 60 as a headwind · 6 as a tailwind

Tay Two 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 2020: 2 of 11 companies on the "Worse" side.

2 other companies' latest entry also says "Worsened".

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 77 companies compared. The sentences above are computed from all 77.
Full recordFilings, disclosures and news, newest first
Moved together

"Risk of inventory obsolescence and valuation losses" moved the same way as this thread, in the same document, in 2 of its 4 moves.

2★1
  1. ★This thread
  2. 1Risk of inventory obsolescence and valuation losses2×

★ 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 Tay Two yet. It last moved in the Results of 2026-07-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.