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Land (8918) · RiskRestated

Competition for Business Land and Rising Construction Prices

First written in FY2017-Q1. 30 of 34 entries say "Restated". Latest entry: FY2027-H1.

34entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2022RestatedFY2025-Q1 – FY2026-H12016: 220162017: 320172018: 420182019: 420192020: 420202021: 320212022: 320222023: 220232024: 420242025: 120252026: 42026
Same theme, other companies

The whole theme swung hardest in 2022: 13 of 23 companies on the "Worse" side.

9 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. FY2027-H1RestatedAnnual report

    「Although the real estate industry in which our group operates remains alert to higher construction costs resulting from soaring construction material prices and rising interest rates, domestic and overseas investors’ real estate investment remains strong.」

    While describing concerns about higher construction costs resulting from soaring construction material prices and caution regarding rising interest rates, the report explains that domestic and overseas investors’ real estate investment remains strong, and indicates no substantive change from the previous report.
  2. FY2026-H1RestatedAnnual report

    「Although the real estate industry in which our group operates remains alert to higher construction costs resulting from soaring construction material prices and rising interest rates, domestic and overseas investors’ real estate investment remains strong.」

    The report continues to describe concerns about higher construction costs resulting from soaring construction material prices and caution regarding rising interest rates. At the same time, it explains that domestic and overseas investors’ real estate investment remains strong, and does not indicate any substantive expansion of the risks.
  3. FY2025-H1RestatedAnnual report

    「Although the real estate industry in which our group operates faces concerns such as higher construction costs due to soaring construction material prices, domestic and overseas investors’ appetite for real estate investment remains strong against a backdrop of low interest rates in Japan and a weaker yen.」

    While describing concerns about soaring construction material prices and higher construction costs, the report explains that domestic and overseas investors’ appetite remains strong against a backdrop of low interest rates and a weaker yen, and indicates no substantive change from the previous quarter.
  4. FY2025-Q1RestatedAnnual report

    「Although the real estate industry in which our group operates faces concerns such as higher construction costs due to soaring construction material prices, domestic and overseas investors’ appetite for real estate investment remains strong against a backdrop of low interest rates in Japan and a weaker yen.」

    The report continues to describe concerns about soaring construction material prices and higher construction costs. At the same time, it explains that investors’ appetite remains strong against a backdrop of low interest rates and a weaker yen, and does not indicate any substantive expansion of the risks.
  5. FY2024WorsenedAnnual report

    「It is necessary to assess the impact on the market of changes in monetary policy, as well as the increase in real estate prices resulting from higher costs, including land prices and construction costs.」

    In addition to the previous increases in and persistently high construction prices, the report explicitly identifies higher real estate prices resulting from increases in land prices and construction costs, as well as the impact of changes in monetary policy, and states that the profitability of new projects needs to be assessed more carefully.
  6. FY2024-Q3RestatedAnnual report

    「In the real estate industry in which our group operates, domestic and overseas investors’ appetite for investment remains high and the overall real estate market remains firm. However, land and construction costs continue to trend at high levels, and further increases in the procurement costs of construction materials are a concern due to the situation in Ukraine. Accordingly, it has become necessary to assess the profitability of investments in new projects more carefully.」

    The report continues to describe persistently high land and construction costs and concerns about increases in the procurement costs of construction materials due to the situation in Ukraine, and states that the profitability of investments in new projects needs to be assessed more carefully.
  7. FY2024-Q1RestatedAnnual report

    「In the real estate industry in which our group operates, domestic and overseas investors’ appetite for investment remains high and the overall real estate market remains firm. However, land and construction costs continue to trend at high levels, and further increases in the procurement costs of construction materials are a concern due to the situation in Ukraine. Accordingly, it has become necessary to assess the profitability of investments in new projects more carefully.」

    The report continues to describe persistently high land and construction costs and concerns about increases in the procurement costs of construction materials due to the situation in Ukraine, and states that the profitability of investments in new projects needs to be assessed more carefully.
  8. FY2023-Q3RestatedAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, there were no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    There is a comprehensive statement that there have been no material changes from the previous fiscal year in concerns facing the real estate industry, including competition to acquire development sites and rising construction prices.
  9. FY2023-Q1WorsenedAnnual report

    「In the real estate industry in which our group operates, domestic and overseas investors’ appetite for investment remains high against a backdrop of favorable financing conditions under low interest rates, and the overall real estate market remains firm. However, land and construction costs continue to trend at high levels, and further increases in the procurement costs of construction materials are a concern due to the situation in Ukraine. Accordingly, it has become necessary to assess the profitability of investments in new projects more carefully.」

    In addition to persistently high land and construction costs, increases in the procurement costs of construction materials due to the situation in Ukraine have become a new concern, and the report states that investment decisions for new projects need to be made more carefully.
  10. FY2022RestatedAnnual report

    「Because the real estate industry in which our group operates is susceptible to trends in the economy, interest rates, the supply of new properties, real estate selling prices and housing tax policies, among other factors, changes in these conditions, such as a deterioration in the economic outlook, a substantial rise in interest rates or a decline in selling prices caused by oversupply, could reduce purchasers’ willingness to buy and affect our group’s performance.」

    The report reiterates real estate market risks related to fluctuations in economic conditions, interest rates, supply, selling prices and housing tax policies as business and other risks for the full fiscal year.
  11. FY2022-Q3RestatedAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, there were no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    There is a comprehensive statement that there have been no material changes from the previous fiscal year in risks facing the real estate industry, including intensifying competition to acquire land for business use and rising construction prices.
  12. FY2022-Q2RestatedAnnual report

    「During the nine-month period of the current fiscal year, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    There is a comprehensive statement that there have been no material changes from the previous fiscal year in concerns facing the real estate industry, including intensifying competition to acquire land for business use and rising construction prices.
  13. FY2022-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    There is a comprehensive statement that there have been no material changes from the previous fiscal year in business and other risks, including intensifying competition to acquire land for business use and rising construction prices.
  14. FY2021-Q3RestatedAnnual report

    「Although the real estate industry in which our group operates had continued to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  15. FY2021-Q2RestatedAnnual report

    「Although the real estate industry in which our group operates had continued to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  16. FY2021-Q1RestatedAnnual report

    「Although there were many concerns, including intensifying competition to acquire land for business use and rising construction prices, and the difficult business environment had continued,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  17. FY2020RestatedAnnual report

    「Although the real estate industry in which our group operates had continued to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  18. FY2020-Q3RestatedAnnual report

    「Although the real estate industry in which our group operates continues to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  19. FY2020-Q2RestatedAnnual report

    「Although the real estate industry in which our group operates continues to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  20. FY2020-Q1RestatedAnnual report

    「Although many concerns remain, including intensifying competition to acquire land for business use and rising construction prices, and the difficult business environment continues,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  21. FY2019RestatedAnnual report

    「Although the real estate industry in which our group operates continues to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report continues to describe intensifying competition to acquire land for business use and rising construction prices as concerns in the real estate industry.
  22. FY2019-Q3RestatedAnnual report

    「Although the real estate industry in which our group operates continues to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  23. FY2019-Q2RestatedAnnual report

    「Although the real estate industry in which our group operates continues to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  24. FY2019-Q1RestatedAnnual report

    「Although the real estate industry in which our group operates continues to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  25. FY2018RestatedAnnual report

    「Although the real estate industry in which our group operates continues to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  26. FY2018-Q3RestatedAnnual report

    「Although the real estate industry in which our group operates continues to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  27. FY2018-Q2RestatedAnnual report

    「Although the real estate industry in which our group operates continues to face a difficult business environment with many concerns, including intensifying competition to acquire land for business use and rising construction prices,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry. It does not indicate quantification or the actual occurrence of these risks.
  28. FY2018-Q1RestatedAnnual report

    「There are many concerns, including intensifying competition to acquire land for business use and rising construction prices, and although the difficult business environment continues,」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  29. FY2017RestatedAnnual report

    「There are many concerns, including intensifying competition to acquire land for business use and persistently high construction prices, and the difficult business environment continues.」

    The report reiterates intensifying competition to acquire land for business use and persistently high construction prices as continuing concerns in the real estate industry.
  30. FY2017-Q2RestatedAnnual report

    「There are many concerns, including intensifying competition to acquire land for business use and rising construction prices, and the difficult business environment continues.」

    The report reiterates intensifying competition to acquire land for business use and rising construction prices as continuing concerns in the real estate industry.
  31. FY2017-Q1First statedAnnual report

    「There are many concerns, including intensifying competition to acquire land for business use and rising construction prices, and the difficult business environment continues.」

    The report identifies intensifying competition to acquire development sites and rising construction prices as external environmental concerns in the real estate industry.
Moved together

"Early recovery in earnings and a return to a growth trajectory" moved the same way as this thread, in the same document, in 3 of its 34 moves.

3332★1234
  1. ★This thread
  2. 1Early recovery in earnings and a return to a growth trajectory3×
  3. 2Real Estate Market, Interest Rate and Selling Price Volatility, and Contractor Credit Risk3×
  4. 3Improving profitability and capital efficiency3×
  5. 4Reliance on Interest-Bearing Debt, Interest Rate Volatility and Financing Risk2×

★ 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 Land yet. It last moved in the Earnings of 2026-10-08: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Competition for Business Land and Rising Construction Prices | LAND Co.,Ltd. (8918) | Komori