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Tre Holdings (9247) · RiskAdvanced

Capacity constraints at final disposal sites and the risk of delays to new development

First written in FY2022-Q3. 1 of 4 entries say "Materialised", first in FY2024-Q3. Latest entry: FY2025.

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ProgressHeldSoftenedWorseFirst statedFY2022-Q3MaterialisedFY2024-Q3MitigatedFY2025-H1 – FY20252022: 120222023: 020232024: 220242025: 12025
Same theme, other companies
Capacity constraints and new development delays at final disposal sitesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2025AdvancedAnnual report

    「For the new Narita landfill (Narita, Chiba), the scheduled completion date changed from June 2024 to June 2025 because consultations with the authorities and the acquisition of the business licence, among other matters, took time. The landfill commenced operations in June 2025 and began accepting industrial waste.」

    As a response to landfill capacity constraints, the new Narita landfill progressed to the stage of commencing operations and accepting industrial waste. The development of other landfills, however, was also described as having no scheduled date or being delayed.
  2. FY2025-H1MitigatedAnnual report

    「Monzen Clean Park Co., Ltd. commenced operations in August 2024 and has been steadily accepting disaster waste.」

    Monzen Clean Park, which was damaged by the earthquake while preparing to commence operations, opened and began accepting disaster waste, representing progress in addressing the risk of delays in landfill development and commencement of operations.
  3. FY2024-Q3MaterialisedAnnual report

    「The Group company Monzen Clean Park Co., Ltd. (Wajima, Ishikawa), which was preparing to commence operations, sustained damage including partial facility damage as a result of the earthquake that occurred on 1 January 2024. The company has begun restoration work with the aim of commencing operations approximately 6 months later, but it is currently difficult to reasonably estimate the cost of the restoration.」

    A landfill-related facility preparing to commence operations was damaged by the earthquake, and restoration work and a target opening date were announced. The risk of delays in landfill development and commencement of operations materialised as an actual event.
  4. FY2022-Q3First statedAnnual report

    「Because landfill capacity is finite, the Group prepares usage plans in line with its business plans. While keeping the landfills currently in operation running steadily, it is also advancing plans to develop new landfills.」

    While addressing capacity constraints at existing landfills through usage plans and new development, the company identified the risk that investments may not be recovered if development is discontinued or delayed, as well as the cost of using external landfills.
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Capacity constraints at final disposal sites and the risk of delays to new development | TRE HOLDINGS CORPORATION (9247) | Komori