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

<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

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>There are people who'll take profit in <a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; I (3382 JP)</a> because of path dependency til year-end. It will drag out a while: buy the dips, trim on pops.</li>
<li>Just like in <a href="https://www.smartkarma.com/entities/lufax-holding-ltd-b751749a-8feb-4b4d-85a7-d99ac0308fe7" target="_blank" data-smartkarma-citation="entities:40067:1" rel="noopener">Lufax Holding (6623 HK)</a>'s special dividend, expect Ping An to boost its holding in <a href="https://www.smartkarma.com/entities/ping-an-healthcare-and-technology-company-limited" target="_blank" data-smartkarma-citation="entities:27008:1" rel="noopener">Ping An Healthcare and Technology (1833 HK)</a> via the stealthy scrip dividend option. </li>
<li>The landscape for <a href="https://www.smartkarma.com/entities/nec-networks-system-integr" target="_blank" data-smartkarma-citation="entities:16396:1" rel="noopener">Nec Networks &amp; System Integr (1973 JP)</a> has FULLY changed. The details now matter quite a bit. NEC has two basic choices. Neither are that palatable.  </li>
</ul>


There are people who'll take profit in Seven &amp; I (3382 JP) because of path dependency til year-end. It will drag out a while: buy the dips, trim on pops.
Just like in Lufax Holding (6623 HK)'s special dividend, expect Ping An to boost its holding in Ping An Healthcare and Technology (1833 HK) via the stealthy scrip dividend option. 
The landscape for Nec Networks &amp; System Integr (1973 JP) has FULLY changed. The details now matter quite a bit. NEC has two basic choices. Neither are that palatable.  


Last Week in Event SPACE: Seven & I, PA Gooddoctor, Nec Networks, Genscript/Legend, ASM PT, Hanwha

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

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

Last Week in Event SPACE: Seven & I, PA Gooddoctor, Nec Networks, Genscript/Legend, ASM PT, Hanwha

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

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