Fuluhashi Epo (9221) · FactDropped
Resilience of Construction Demand
First written in FY2023-Q2. 1 of 2 entries say "Dropped", first in FY2023-Q3. Latest entry: FY2023-Q3.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Demand and Business Performance Volatility Driven by Changes in Construction InvestmentA theme 38 companies write about · 35 as a headwind · 3 as a tailwind
The whole theme swung hardest in 2020: 17 of 32 companies on the "Worse" side.
0 other companies' latest entry also says "Dropped".
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 38 companies compared. The sentences above are computed from all 38.Full recordFilings, disclosures and news, newest first
- FY2023-Q3DroppedAnnual report
「Housing starts related to this business decreased 1.0% year on year due to higher home prices associated with surging housing material prices amid social and economic changes.」
The previous direct statement that construction demand remains resilient is absent, while this time the company describes a decline in the number of housing starts, a related indicator. - FY2023-Q2First statedAnnual report
「Although construction demand remains resilient, a challenging business environment continues, including soaring construction-material prices and labor shortages.」
The company describes its view that construction demand itself remains resilient.