Komori
Okamura (7994) · RiskMaterialised

Weak Small-Lot Replacement Demand Due to Deteriorating Business Sentiment

First written in FY2020-Q3. 1 of 3 entries say "Worsened", first in FY2020. Latest entry: FY2021-Q2.

3entries
1years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2020-Q3WorsenedFY2020 – FY2021-Q22020: 32020
Same theme, other companies
Decline in customer demand due to domestic and overseas economic conditionsA theme 21 companies write about · 21 as a headwind · 0 as a tailwind

Okamura moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).

The whole theme swung hardest in 2020: 10 of 14 companies on the "Worse" side.

4 other companies' latest entry also says "Materialised".

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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2021-Q2MaterialisedAnnual report

    「オフィスの大型移転需要は概ね計画通りに推移いたしましたが、小口、改装案件の投資抑制や様子見が顕著となりました。」

    小口・改装案件について投資抑制や様子見が顕著となり、小口需要の低迷が継続して実績に表れている。
  2. FY2020WorsenedAnnual report

    「また、年度末には、新型コロナウイルス感染症拡大の影響により、景況感は大幅に悪化し、先行きは極めて不透明な状況となっております。」

    景況感悪化が年度末に大幅化したことを記載している。ただし、本年度の記載では小口買い替え需要への直接の言及はない。
  3. FY2020-Q3First statedAnnual report

    「一方で、景況感の悪化により小口の買い替え需要の低迷が見られました。」

    景況感の悪化を背景とする小口の買い替え需要の低迷が、オフィス環境事業で実際に見られたと記載している。
Moved together

"Establishing a Competitive Advantage and Expanding Revenue in Office-Related Markets" moved the same way as this thread, in the same document, in 2 of its 3 moves.

2222★1234
  1. ★This thread
  2. 1Establishing a Competitive Advantage and Expanding Revenue in Office-Related Markets2×
  3. 2Overseas Economic Slowdown, Resource Prices and Financial-Market Volatility2×
  4. 3Price Fluctuations in Held Shares2×
  5. 4Foreign-exchange fluctuations affecting foreign-currency transactions2×

★ 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 Okamura yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Weak Small-Lot Replacement Demand Due to Deteriorating Business Sentiment | OKAMURA CORPORATION (7994) | Komori