Komori
Maruhachi Warehouse (9313) · RiskRestated

Delayed Recovery in Real Estate Rent Levels

First written in FY2016-Q2. 25 of 31 entries say "Restated". Latest entry: 2026-07-10.

31entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q2 – FY2020-Q1RestatedFY2020-Q3 – FY2021-Q3RestatedFY2022-Q2 – FY2023-Q3RestatedFY2024-Q1 – 2026-07-102016: 220162017: 420172018: 220182019: 420192020: 320202021: 320212022: 320222023: 320232024: 320242025: 120252026: 32026
Same theme, other companies
Leasing Business Operating Risk from Changes in Lease Terms and Supply and DemandA theme 32 companies write about · 33 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 10 of 26 companies on the "Worse" side.

13 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. FY2025RestatedAnnual report

    「In the real estate leasing industry, although rental levels have shown an upward trend in some areas, attention must be paid to future supply and demand trends and other factors in light of the impact of economic conditions and other developments.」

    It continues to recognize that, although some rents are showing an upward trend, future supply-and-demand trends in light of economic trends and other factors require monitoring.
  2. FY2024Notes supply-and-demand trends while explicitly indicating an upward trend in some rentsAnnual report

    「In the real estate leasing industry, although rental levels have shown an upward trend in some areas, attention must be paid to future supply and demand trends and other factors in light of the impact of economic conditions and other developments.」

    The wording changed from describing rents and supply-and-demand data as weak to stating that, although some rents are showing an upward trend, future supply-and-demand trends still require monitoring.
  3. FY2024-Q2RestatedAnnual report

    「In addition, in the real estate leasing industry, data on rents and supply and demand have generally remained weak due to economic trends and other factors.」

    It continues to explain that data on rents and supply and demand have remained weak against the backdrop of economic trends and other factors.
  4. FY2024-Q1RestatedAnnual report

    「In addition, in the real estate leasing industry, data on rents and supply and demand have generally remained weak due to economic trends and other factors.」

    It continues to explain that data on rents and supply and demand have remained weak against the backdrop of economic trends and other factors.
  5. FY2023ReframedAnnual report

    「In addition, in the real estate leasing industry, data on rents and supply and demand have generally remained weak due to economic trends and other factors.」

    The wording has been streamlined from the previous explanation, which included COVID-19 and the reassessment of office environments, to describe rents and supply-and-demand data as weak mainly due to economic trends and other factors.
  6. FY2023-Q3RestatedAnnual report

    「In addition, in the real estate leasing industry, data on rents and supply and demand have generally remained weak due to the impact of reassessing office environments in the post-COVID environment, economic trends, and other factors.」

    It continues to explain that data on rents and supply and demand have remained weak against the backdrop of reassessing office environments in the post-COVID environment, economic trends, and other factors.
  7. FY2023-Q2Added the impact of reassessing office environmentsAnnual report

    「In addition, in the real estate leasing industry, data on rents and supply and demand have generally remained weak due to the impact of reassessing office environments in the post-COVID environment, economic trends, and other factors.」

    In addition to the previous explanation of weakness due to COVID-19 and economic trends, the reassessment of office environments in the post-COVID environment is explicitly identified as a contributing factor.
  8. FY2023-Q1RestatedAnnual report

    「In addition, in the real estate leasing industry, data on rents and supply and demand have generally remained weak due to the impact of COVID-19, economic trends, and other factors.」

    It continues to explain that data on rents and supply and demand have remained weak against the backdrop of COVID-19, economic trends, and other factors.
  9. FY2022-Q3RestatedAnnual report

    「In addition, in the real estate leasing industry, data on rents and supply and demand have generally remained weak due to the impact of COVID-19, economic trends, and other factors.」

    It continues to explain that data on rents and supply and demand have remained weak against the backdrop of COVID-19, economic trends, and other factors.
  10. FY2022-Q2RestatedAnnual report

    「In addition, in the real estate leasing industry, data on rents and supply and demand have generally remained weak due to the impact of COVID-19, economic trends, and other factors.」

    It continues to explain that data on rents and supply and demand have remained weak against the backdrop of COVID-19, economic trends, and other factors.
  11. FY2022-Q1WorsenedAnnual report

    「In addition, in the real estate leasing industry, data on rents and supply and demand have generally remained weak due to the impact of COVID-19, economic trends, and other factors.」

    The description has changed from the previous explanation of uncertainty to a statement that data on rents and supply and demand have generally remained weak.
  12. FY2021-Q3RestatedAnnual report

    「In addition, in the real estate leasing industry, uncertainty is spreading regarding trends in rents and supply and demand due to the impact of COVID-19.」

    It continues to explain that the impact of COVID-19 has created uncertainty regarding trends in rents and supply and demand.
  13. FY2021-Q2RestatedAnnual report

    「In addition, in the real estate leasing industry, uncertainty is spreading regarding trends in rents and supply and demand due to the impact of COVID-19.」

    It continues to explain that the impact of COVID-19 has created uncertainty regarding trends in rents and supply and demand.
  14. FY2021-Q1RestatedAnnual report

    「In addition, in the real estate leasing industry, uncertainty is spreading regarding trends in rents and supply and demand due to the impact of COVID-19.」

    It continues to explain that the impact of COVID-19 has created uncertainty regarding trends in rents and supply and demand.
  15. FY2020-Q3RestatedAnnual report

    「In addition, in the real estate leasing industry, uncertainty is spreading regarding trends in rents and supply and demand due to the impact of COVID-19.」

    It continues to explain that the impact of COVID-19 has created uncertainty regarding trends in rents and supply and demand.
  16. FY2020-Q2WorsenedAnnual report

    「In addition, in the real estate leasing industry, uncertainty is spreading regarding trends in rents and supply and demand due to the impact of COVID-19.」

    It states that, in addition to the previously noted delayed recovery in rents, uncertainty is spreading regarding trends in rents and supply and demand due to the impact of COVID-19.
  17. FY2020-Q1RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  18. FY2019-Q3RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  19. FY2019-Q2RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  20. FY2019-Q1RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  21. FY2018RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates the explanation that, although there are signs of improving supply and demand, rents have not made a full recovery.
  22. FY2018-Q3RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  23. FY2018-Q1RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  24. FY2017-Q3RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  25. FY2017-Q2RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  26. FY2017-Q1RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  27. FY2016RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates the explanation that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  28. FY2016-Q3RestatedAnnual report

    「In addition, in the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    It reiterates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
  29. FY2016-Q2First statedAnnual report

    「In the real estate leasing industry, although there are signs of improving supply and demand, rents have not yet made a full recovery.」

    This indicates that, although there are signs of improving supply and demand, rents have not yet made a full recovery.
Moved together

"Uncertainty in the Overseas Economy and Economic Weakness" moved the same way as this thread, in the same document, in 3 of its 31 moves.

32★12
  1. ★This thread
  2. 1Uncertainty in the Overseas Economy and Economic Weakness3×
  3. 2Sluggish Domestic Freight Demand and Intensifying Competition in the Logistics Industry2×

★ 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 Maruhachi Warehouse yet. It last moved in the Revisions to earnings forecasts of 2026-07-10: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Delayed Recovery in Real Estate Rent Levels | Maruhachi Warehouse Company Limited (9313) | Komori