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Toho (9602) · RiskRestated

Intensifying Competition for Orders and Shortage of Skilled Construction Workers

First written in FY2017-Q1. 16 of 21 entries say "Restated". Latest entry: FY2027-H1.

21entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2019-Q3RestatedFY2020-Q1 – FY2020-Q32016: 220162017: 320172018: 320182019: 320192020: 120202021: 020212022: 120222023: 120232024: 220242025: 220252026: 32026
Same theme, other companies
Chronic difficulty securing skilled construction workersA theme 31 companies write about · 31 as a headwind · 0 as a tailwind

Toho moved to the "Worse" side of this theme in 2024, 1 year before the typical company in this theme (2025).

The whole theme swung hardest in 2024: 5 of 19 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 31 companies compared. The sentences above are computed from all 31.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「In the road business, public investment remained firm, but conditions remained challenging, owing to the chronic shortage of skilled construction workers and continued increases in labor costs and the prices of materials and equipment.」

    The continued constraint posed by chronic shortages of construction workers on the road business was reaffirmed.
  2. FY2026-H1RestatedAnnual report

    「Although public investment remained solid in the road business, operations continued under conditions that remained difficult to predict, due to chronic shortages of construction workers and continuing increases in labor costs and prices of equipment and materials.」

    The continued constraint posed by chronic shortages of construction workers on the road business was reaffirmed.
  3. FY2025WorsenedAnnual report

    「Although public investment remained firm in the road business, operations continued under conditions that remained difficult to predict, as chronic shortages of construction workers and the need to comply with the work-style reform-related legislation applicable to the construction industry became urgent issues.」

    In addition to chronic shortages of construction workers, compliance with the work-style reform-related legislation was specifically identified as an urgent issue.
  4. FY2025-H1WorsenedAnnual report

    「Although public investment remained solid in the road business, operations continued under conditions that remained difficult to predict, as chronic shortages of construction workers and the need to comply with the work-style reform-related legislation applicable to the construction industry became urgent issues.」

    Amid continuing shortages of construction workers, compliance with the work-style reform-related legislation was newly identified as an “urgent issue.”
  5. FY2024-Q3RestatedAnnual report

    「Although public investment remained firm in the road business, operations continued under conditions that remained difficult to predict, due to shortages of construction workers and continuing increases in labor costs and prices of equipment and materials.」

    The continued constraint posed by shortages of construction workers on the road business was reaffirmed.
  6. FY2024-Q2RestatedAnnual report

    「Although public investment remained firm in the road business, operations continued under conditions that remained difficult to predict, due to shortages of construction workers and continuing increases in labor costs and prices of equipment and materials.」

    Shortages of construction workers and increases in labor costs and prices of equipment and materials were described as continuing constraints on the road business.
  7. FY2022ReframedAnnual report

    「The road business faces risks specific to the industry, including risks associated with high dependence on public works, shortages of labor, increases in labor costs and prices of equipment and materials, natural disasters, and regulations such as the Construction Business Act.」

    The description expanded from the specific constraints of competition for orders and shortages of construction workers to a range of risks specific to the road business, including dependence on public works, labor shortages, price increases, natural disasters and regulatory requirements.
  8. FY2020-Q3RestatedAnnual report

    「In the road business, intensifying competition for orders and chronic shortages of construction workers continued to create conditions that remained difficult to predict,」

    Intensifying competition for orders and chronic shortages of construction workers continued to be identified as constraints on the road business.
  9. FY2020-Q1RestatedAnnual report

    「In the road business, intensifying competition for orders and chronic shortages of construction workers continued to create conditions that remained difficult to predict,」

    Intensifying competition for orders and chronic shortages of construction workers continued to be identified as constraints on the road business.
  10. FY2019WorsenedAnnual report

    「In the road business, intensifying competition for orders and chronic shortages of construction workers meant that operations continued under conditions that remained difficult to predict.」

    The wording regarding shortages of construction workers was strengthened from “shortages” to “chronic shortages,” explicitly indicating that the issue was ongoing.
  11. FY2019-Q3RestatedAnnual report

    「In the road business, intensifying competition for orders and shortages of construction workers meant that operations continued under conditions that remained difficult to predict.」

    Intensifying competition for orders and shortages of construction workers continued to be identified as constraints on the road business.
  12. FY2019-Q2RestatedAnnual report

    「In the road business, intensifying competition for orders and shortages of construction workers meant that operations continued under conditions that remained difficult to predict.」

    Intensifying competition for orders and shortages of construction workers continued to be identified as constraints on the road business.
  13. FY2019-Q1RestatedAnnual report

    「In the road business, intensifying competition for orders and shortages of construction workers meant that operations continued under conditions that remained difficult to predict.」

    Intensifying competition for orders and shortages of construction workers continued to be identified as constraints on the road business.
  14. FY2018-Q3RestatedAnnual report

    「In the road business, intensifying competition for orders and shortages of construction workers meant that operations continued under conditions that remained difficult to predict.」

    Intensifying competition for orders and shortages of construction workers continued to be identified as constraints on the road business.
  15. FY2018-Q2RestatedAnnual report

    「In the road business, intensifying competition for orders and shortages of construction workers meant that operations continued under conditions that remained difficult to predict.」

    Intensifying competition for orders and shortages of construction workers continued to be identified as constraints on the road business.
  16. FY2018-Q1RestatedAnnual report

    「In the road business, intensifying competition for orders and shortages of construction workers meant that operations continued under conditions that remained difficult to predict.」

    Intensifying competition for orders and shortages of construction workers continued to be identified as constraints on the road business.
  17. FY2017-Q3RestatedAnnual report

    「In the road business, intensifying competition for orders and shortages of construction workers meant that operations continued under conditions that remained difficult to predict.」

    Intensifying competition for orders and shortages of construction workers were reiterated as continuing business constraints.
  18. FY2017-Q2RestatedAnnual report

    「In the road business, intensifying competition for orders and shortages of construction workers meant that operations continued under conditions that remained difficult to predict.」

    Intensifying competition for orders and shortages of construction workers were reiterated as continuing business constraints.
  19. FY2017-Q1First statedAnnual report

    「In the road business, intensifying competition for orders and shortages of construction workers meant that operations continued under conditions that remained difficult to predict.」

    The business environment for the road business was described as continuing to be constrained by intensifying competition and shortages of skilled workers.
Moved together

"Business portfolio centered on film, theater and real estate" moved the same way as this thread, in the same document, in 2 of its 21 moves.

222222★123456
  1. ★This thread
  2. 1Business portfolio centered on film, theater and real estate2×
  3. 2Outlook for Overseas Economies and Risks of Downward Pressure on Economic Activity2×
  4. 3Core Strategies for Content, Platforms and Real Estate2×
  5. 4Developing and nurturing new businesses with a view to advances in digital technology2×
  6. 5Changes in Market Structure Driven by Population Decline and the Expansion of Video Streaming2×
  7. 6Natural Disaster and Accident Risks at Cinemas, Theaters and Commercial Facilities2×

★ 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 Toho yet. It last moved in the Earnings of 2026-07-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Intensifying Competition for Orders and Shortage of Skilled Construction Workers | TOHO CO.,LTD (9602) | Komori