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Mitsui-Soko Holdings (9302) · RiskMitigated

Supply and Demand and Market Fluctuations in the Tokyo Metropolitan Office Leasing Market

First written in FY2018. 5 of 10 entries say "Mitigated", first in FY2024-Q3. Latest entry: 2026-08-04.

10entries
9years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2020-Q3MitigatedFY2024-Q3 – FY2025-H12018: 120182019: 220192020: 120202021: 020212022: 020222023: 020232024: 220242025: 120252026: 32026
Same theme, other companies

The whole theme swung hardest in 2020: 30 of 70 companies on the "Worse" side.

16 other companies' latest entry also says "Mitigated".

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 108 companies compared. The sentences above are computed from all 108.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-04MitigatedEarnings

    「The average vacancy rate for existing office properties in the Tokyo Business District declined, while average rents edged up.」

    The decline in vacancy rates and slight increase in average rents in the Tokyo Business District indicate that market conditions risk continues to ease partially.
  2. FY2026MitigatedAnnual report

    「The average vacancy rate for existing office properties in the Tokyo Business District declined, while average rents were on an upward trend.」

    The decline in the vacancy rate and increase in average rents in the Tokyo Business District were reported, indicating that the market risk in the Greater Tokyo office leasing market has eased somewhat.
  3. 2026-05-28MitigatedGeneral Meetings of Shareholders

    「The average vacancy rate for existing office properties in the Tokyo Business District declined, while average rents were on an upward trend.」

    The decline in vacancy rates and rise in average rents for existing offices indicate a partial easing of market conditions risk in the office leasing market.
  4. FY2026-H1RestatedAnnual report

    「The average vacancy rate for existing office properties in the Tokyo Business District declined, while average rents edged up.」

    The decline in the vacancy rate and slight increase in average rents in the Tokyo Business District were reported, as in the previous disclosure.
  5. FY2025-H1MitigatedAnnual report

    「The average vacancy rate for existing office properties in the Tokyo Business District declined, while average rents edged up.」

    For existing offices in the Tokyo Business District, the average vacancy rate declined and average rents increased slightly, indicating some improvement from the previously flat market conditions and trend of slightly lower rents.
  6. FY2024-Q3MitigatedAnnual report

    「The average vacancy rate for existing office properties in the Tokyo Business District remained broadly flat. Average rents had continued to trend slightly lower year on year, but have recently remained flat.」

    The average vacancy rate in the Tokyo Business District remained flat, while average rents, which had been trending slightly lower year on year, have also recently remained flat, indicating that the deterioration in market conditions has eased somewhat.
  7. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No material changes have been identified in the risks of supply, demand and market fluctuations in the Greater Tokyo office leasing market.
  8. FY2019RestatedAnnual report

    「In addition, in the real estate business, our major properties are located in the Greater Tokyo area and may be affected by the supply-demand balance and market conditions in the Greater Tokyo office leasing market, in particular.」

    The risks of supply, demand and market fluctuations in the Greater Tokyo office leasing market continue to be disclosed.
  9. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No material changes have been identified in the risks of supply, demand and market fluctuations in the Greater Tokyo office leasing market.
  10. FY2018First statedAnnual report

    「In addition, in the real estate business, our major properties are located in the Greater Tokyo area and may be affected by the supply-demand balance and market conditions in the Greater Tokyo office leasing market, in particular.」

    In connection with the concentration of the real estate business's major properties in the Greater Tokyo area, supply, demand and market conditions in the office leasing market have been identified explicitly for the first time as specific risks.
Moved together

"End-to-end support for the supply chain, from manufacturing through sales" moved the same way as this thread, in the same document, in 4 of its 10 moves.

433222★123456
  1. ★This thread
  2. 1End-to-end support for the supply chain, from manufacturing through sales4×
  3. 2Higher Profit from Improved Utilization of Existing Properties3×
  4. 3Early recovery of shareholders’ equity and rebuilding of the financial foundation3×
  5. 4Operating Revenue, Operating Profit and Operating Cash Flow Targets for the Fiscal Year Ending March 20272×
  6. 5Global Recessions and Declining Logistics Demand2×
  7. 6Dependence on Specific Tenants and Contract Renewal 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
Mitsui-Soko Holdings's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Earnings of 2026-08-04: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Supply and Demand and Market Fluctuations in the Tokyo Metropolitan Office Leasing Market | MITSUI-SOKO HOLDINGS Co.,Ltd. (9302) | Komori