Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>In 1H FY03/26, revenue decreased by 3.3% YoY, with an operating loss of JPY37mn and net loss of JPY14mn.</li><li>Medical DOC's monthly page views averaged 16.2mn, a YoY drop of 3.0mn, influenced by SEO and AI trends.</li><li>Smart Clinic business revenue was JPY1.5bn, with operating profit declining 55.5% YoY to JPY175mn.</li></ul>

In 1H FY03/26, revenue decreased by 3.3% YoY, with an operating loss of JPY37mn and net loss of JPY14mn.Medical DOC's monthly page views averaged 16.2mn, a YoY drop of 3.0mn, influenced by SEO and AI trends.Smart Clinic business revenue was JPY1.5bn, with operating profit declining 55.5% YoY to JPY175mn.

GENOVA  (9341 JP): 1H FY03/26 flash update

<ul><li>Revenue decreased by 26.9% YoY to JPY1.9bn, with a gross profit decline of 34.0% YoY to JPY1.2bn.</li><li>Medical DOC's Q1 FY03/26 monthly page views averaged 16.35mn, a decline of 1.2mn from Q4 FY03/25.</li><li>Genova revised its FY03/26 earnings forecast due to the acquisition of ADI.G’s business by ASANO Corporation.</li></ul>

Revenue decreased by 26.9% YoY to JPY1.9bn, with a gross profit decline of 34.0% YoY to JPY1.2bn.Medical DOC's Q1 FY03/26 monthly page views averaged 16.35mn, a decline of 1.2mn from Q4 FY03/25.Genova revised its FY03/26 earnings forecast due to the acquisition of ADI.G’s business by ASANO Corporation.

GENOVA  (9341 JP): Q1 FY03/26 flash update

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/medical-data-vision-co-ltd" target="_blank" data-smartkarma-citation="entities:8367:1" rel="noopener">Medical Data Vision (3902 JP)</a> has recommended a tender offer from Nippon Life at JPY1,693, a 212.4% premium to the last close.</li>
<li>The substantial takeover premium reflects the outcome of an auction and <a href="https://www.smartkarma.com/entities/sbi-holdings-inc" target="_blank" data-smartkarma-citation="entities:10928:1" rel="noopener">SBI Holdings (8473 JP)</a> willingness to share TOB tax benefits with minority shareholders. </li>
<li>The substantial takeover premium also ensures that this is a done deal. The tender closes on 3 February, with payment commencing from 9 February. </li>
</ul>



Medical Data Vision (3902 JP) has recommended a tender offer from Nippon Life at JPY1,693, a 212.4% premium to the last close.
The substantial takeover premium reflects the outcome of an auction and SBI Holdings (8473 JP) willingness to share TOB tax benefits with minority shareholders. 
The substantial takeover premium also ensures that this is a done deal. The tender closes on 3 February, with payment commencing from 9 February. 


Medical Data Vision (3902 JP): Nippon Life’s Tender Offer at JPY1,693 (3x Last Close)

<ul><li>Revenue increased by 15.2% YoY to JPY10.0bn, while operating profit decreased by 12.0% YoY to JPY2.0bn. </li><li>Medical DOC's average monthly page views exceeded 17.5mn in Q4, with contract volume roughly flat YoY. </li><li>Genova forecasts a 14.0% YoY revenue increase in FY03/26, with operating profit expected to decline by 29.2% YoY.</li></ul>

Revenue increased by 15.2% YoY to JPY10.0bn, while operating profit decreased by 12.0% YoY to JPY2.0bn. Medical DOC's average monthly page views exceeded 17.5mn in Q4, with contract volume roughly flat YoY. Genova forecasts a 14.0% YoY revenue increase in FY03/26, with operating profit expected to decline by 29.2% YoY.

GENOVA  (9341 JP): Full-year FY03/25 flash update

<ul><li>Revenue increased by 24.7% YoY to JPY7.6bn, with operating profit rising 10.6% YoY to JPY1.6bn.</li><li>Medical Platform business achieved 18.9% YoY revenue growth, with average contract unit price at JPY1.4mn (-0.2% YoY).</li><li>Smart Clinic business saw 45.1% YoY revenue growth, with hardware and software services contributing 64.0% and 36.0% respectively.</li></ul>

Revenue increased by 24.7% YoY to JPY7.6bn, with operating profit rising 10.6% YoY to JPY1.6bn.Medical Platform business achieved 18.9% YoY revenue growth, with average contract unit price at JPY1.4mn (-0.2% YoY).Smart Clinic business saw 45.1% YoY revenue growth, with hardware and software services contributing 64.0% and 36.0% respectively.

GENOVA  (9341 JP): Q3 FY03/25 flash update

Japan

GENOVA, Inc. operates medical platforms and smart clinics. The Company provides services for solving the problem of information asymmetry between medical institutions and users and providing a comfortable medical experience for patients by improving operational efficiency. GENOVA provides its services throughout Japan.

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GENOVA (9341 JP)

GENOVA (9341 JP): 1H FY03/26 flash update

In 1H FY03/26, revenue decreased by 3.3% YoY, with an operating loss of JPY37mn and net loss of JPY14mn. Medical DOC's monthly page views averaged...

Shared Research

GENOVA (9341 JP): Q1 FY03/26 flash update

Revenue decreased by 26.9% YoY to JPY1.9bn, with a gross profit decline of 34.0% YoY to JPY1.2bn. Medical DOC's Q1 FY03/26 monthly page views...

Shared Research

Medical Data Vision (3902 JP): Nippon Life’s Tender Offer at JPY1,693 (3x Last Close)

The substantial takeover premium reflects the outcome of an auction and SBI Holdings' willingness to share TOB tax benefits with minority...

Arun George

GENOVA (9341 JP): Full-year FY03/25 flash update

Revenue increased by 15.2% YoY to JPY10.0bn, while operating profit decreased by 12.0% YoY to JPY2.0bn. Medical DOC's average monthly page views...

Shared Research

GENOVA (9341 JP): Q3 FY03/25 flash update

Revenue increased by 24.7% YoY to JPY7.6bn, with operating profit rising 10.6% YoY to JPY1.6bn. Medical Platform business achieved 18.9% YoY...

Shared Research

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