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Sumitomo Realty & Development (8830) · RiskRestated

Increase in new supply and intensifying competition

First written in FY2016. 2 of 3 entries say "Restated". Latest entry: FY2023.

3entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20232016: 120162017: 020172018: 120182019: 020192020: 020202021: 020212022: 020222023: 12023
Same theme, other companies
Difficulty securing high-quality land information due to rising land prices and competitionA theme 28 companies write about · 30 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 6 of 11 companies on the "Worse" side.

14 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 28 companies compared. The sentences above are computed from all 28.
Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「Although competition remains intense in the land acquisition market, the company has already secured the necessary amount of land that can be recognized by the next medium-term management plan.」

    While continuing to recognize intensified competition in the land acquisition market as a risk, the company explained that it has already secured the necessary amount of land that can be recognized by the next medium-term management plan.
  2. FY2018RestatedAnnual report

    「An increase in newly completed buildings, an increase in the number of newly supplied subdivision housing units and an increase in competing operators, among other factors, may, through intensified competition resulting from the overall increase in market supply, affect the Group's real estate leasing, real estate sales, completed construction and real estate brokerage businesses, potentially affecting the Group's operating results and financial position.」

    The company has reiterated the risk of intensifying competition due to increased new supply and more competing operators.
  3. FY2016First statedAnnual report

    「An increase in newly completed buildings, an increase in the number of newly supplied subdivision housing units and an increase in competing operators, among other factors, may, through intensified competition resulting from the overall increase in market supply,」

    affect the real estate leasing, sales, completed construction and brokerage businesses, potentially affecting operating results and financial position.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Sumitomo Realty & Development's next results are scheduled for 2026-11-10. Read the earnings preview
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Increase in new supply and intensifying competition | Sumitomo Realty & Development Co.,Ltd. (8830) | Komori