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U-Next Holdings (9418) · RiskWorsened

Guarantee Obligations Arising from Rental Guarantees

First written in FY2022-Q2. 11 of 14 entries say "Worsened", first in FY2023-Q1. Latest entry: 2026-10-14.

14entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2023-Q1 – 2026-10-142022: 320222023: 320232024: 420242025: 220252026: 22026
Same theme, other companies
Guarantee Performance Obligations and Credit Exposure Arising from the Rent Guarantee BusinessA theme 16 companies write about · 15 as a headwind · 2 as a tailwind

U-Next Holdings moved to the "Worse" side of this theme in 2023, 4 years after the typical company in this theme (2019).

The whole theme swung hardest in 2018: 2 of 6 companies on the "Worse" side.

7 other companies' latest entry also says "Worsened".

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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-14WorsenedEarnings

    「Provision for loss on guarantees 730 989」

    The provision for loss on guarantees increased from ¥730 million at the end of the previous fiscal year to ¥989 million.
  2. FY2026-H1WorsenedAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees ¥164,998 million ¥198,994 million Provision for losses on guarantees ¥730 million ¥810 million」

    The amount equivalent to guarantee obligations under rent guarantees increased from ¥164,998 million at the end of the previous fiscal year to ¥198,994 million, while the provision for losses on guarantees also increased from ¥730 million to ¥810 million.
  3. FY2025WorsenedAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees ¥107,514 million ¥164,998 million Provision for losses on guarantees ¥458 million ¥730 million」

    The amount equivalent to guarantee obligations under rent guarantees increased from ¥107,514 million at the end of the previous fiscal year to ¥164,998 million, while the provision for losses on guarantees also increased from ¥458 million to ¥730 million.
  4. FY2025-H1WorsenedAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees ¥107,514 million ¥130,660 million Provision for losses on guarantees ¥458 million ¥596 million」

    The amount equivalent to guarantee obligations under rent guarantees increased from ¥107,514 million at the end of the previous fiscal year to ¥130,660 million, while the provision for losses on guarantees also increased from ¥458 million to ¥596 million.
  5. FY2024WorsenedAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees ¥67,214 million ¥107,514 million Provision for losses on guarantees ¥101 million ¥458 million」

    The amount equivalent to guarantee obligations under rent guarantees increased from ¥67,214 million at the end of the previous consolidated fiscal year to ¥107,514 million, while the provision for losses on guarantees also increased from ¥101 million to ¥458 million.
  6. FY2024-Q3WorsenedAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees ¥67,214 million ¥95,934 million Provision for losses on guarantees ¥101 million ¥249 million」

    The amount equivalent to guarantee obligations under rent guarantees increased from ¥67,214 million at the end of the previous consolidated fiscal year to ¥95,934 million at the end of the third quarter, while the provision for losses on guarantees also increased from ¥101 million to ¥249 million.
  7. FY2024-Q2WorsenedAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees ¥67,214 million ¥83,489 million Provision for losses on guarantees ¥101 million ¥193 million」

    The amount equivalent to guarantee obligations under rent guarantees increased from ¥67,214 million at the end of the previous consolidated fiscal year to ¥83,489 million at the end of the second quarter, while the provision for losses on guarantees also increased from ¥101 million to ¥193 million. The guarantee-related business has been transferred to USEN TRUST.
  8. FY2024-Q1WorsenedAnnual report

    「Consolidated subsidiary USEN TRUST enters into guarantee agency agreements with tenants as part of its operating activities and provides rent guarantees up to a contractual limit equivalent to 24 months’ rent. USEN TRUST acquired USEN’s guarantee-related business through an absorption-type company split, effective 1 September 2023.」

    Following the transfer of the guarantee-related business to USEN TRUST, the amount equivalent to guarantee obligations under rent guarantees increased from ¥67,214 million at the end of the previous consolidated fiscal year to ¥76,253 million, while the provision for losses on guarantees increased from ¥101 million to ¥148 million.
  9. FY2023-Q3WorsenedAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees ¥29,842 million ¥58,050 million Provision for losses on guarantees ¥25 million ¥79 million」

    The amount equivalent to guarantee obligations under rent guarantees increased from ¥29,842 million at the end of the previous consolidated fiscal year to ¥58,050 million at the end of the third quarter, while the provision for losses on guarantees also increased from ¥25 million to ¥79 million.
  10. FY2023-Q2WorsenedAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees ¥29,842 million ¥48,307 million Provision for losses on guarantees ¥25 million ¥47 million」

    The amount equivalent to guarantee obligations under rent guarantees increased from ¥29,842 million at the end of the previous consolidated fiscal year to ¥48,307 million at the end of the second quarter, while the provision for losses on guarantees also increased from ¥25 million to ¥47 million.
  11. FY2023-Q1WorsenedAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees ¥29,842 million ¥36,224 million Provision for losses on guarantees ¥25 million ¥38 million」

    The amount equivalent to guarantee obligations under rent guarantees increased from ¥29,842 million at the end of the previous consolidated fiscal year to ¥36,224 million at the end of the first quarter, while the provision for losses on guarantees also increased from ¥25 million to ¥38 million.
  12. FY2022Full-year update of the amount equivalent to guarantee obligations under rent guaranteesAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees — ¥29,842 million」

    For rent guarantees provided by USEN, the amount equivalent to guarantee obligations increased from zero at the end of the previous consolidated fiscal year to ¥29,842 million at the fiscal year-end, and a provision for losses on guarantees of ¥25 million was recorded.
  13. FY2022-Q3Increase in the amount equivalent to guarantee obligations under rent guaranteesAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees — ¥ million 22,880 ¥ million」

    For rent guarantees provided by consolidated subsidiary USEN, the amount equivalent to guarantee obligations increased from zero at the end of the previous consolidated fiscal year to ¥22,880 million at the end of the third quarter.
  14. FY2022-Q2MaterialisedAnnual report

    「Amount equivalent to guarantee obligations arising from rent guarantees — ¥17,840 million」

    The Group disclosed for the first time that the amount equivalent to guarantee obligations under rent guarantees provided by consolidated subsidiary USEN was ¥17,840 million at the end of the second quarter.
Moved together

"Impact of Restaurant Labor Shortages on Customers’ Business Activities" moved the same way as this thread, in the same document, in 4 of its 14 moves.

433222★123456
  1. ★This thread
  2. 1Impact of Restaurant Labor Shortages on Customers’ Business Activities4×
  3. 2Two-business-segment structure comprising Content and Communications3×
  4. 3Supply Chain and Procurement Risks for Business Systems3×
  5. 4Intensifying Competition in the Energy Business and Customer Acquisition Risk2×
  6. 5Increased uncertainty in customers’ business environments due to the Noto Peninsula Earthquake, the 2024 problem and other factors2×
  7. 6Risk of weaker consumer spending and customer attrition due to inflation and rising prices2×

★ 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
U-Next Holdings's next results are scheduled for 2026-10-14. Read the earnings preview It last moved in the Earnings of 2026-10-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Guarantee Obligations Arising from Rental Guarantees | U-NEXT HOLDINGS Co.,Ltd. (9418) | Komori