Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Equity Bottom-Up

<ul>
<li>While <a href="https://www.smartkarma.com/entities/amvis-holdings-inc" target="_blank" data-smartkarma-citation="entities:31511:1" rel="noopener">Amvis Holdings Inc (7071 JP)</a>  expects decelerating revenue growth of 26% for FY25 (FY24: 33%),  EBITDA, operating, and net profits are likely to decline 9–22%.</li>
<li>Personnel expenses as % of sales surged to 49.3% in Q1FY25 from 44.6% in Q1FY24. The trend is expected to continue with the increase in staff and training cost.</li>
<li>Decelerating revenue growth, margin erosion, aggressive business expansion, and overhang related to improperly claimed medical service fee will limit the near-term upside potential for Amvis.</li>
</ul>


While Amvis Holdings Inc (7071 JP)  expects decelerating revenue growth of 26% for FY25 (FY24: 33%),  EBITDA, operating, and net profits are likely to decline 9–22%.
Personnel expenses as % of sales surged to 49.3% in Q1FY25 from 44.6% in Q1FY24. The trend is expected to continue with the increase in staff and training cost.
Decelerating revenue growth, margin erosion, aggressive business expansion, and overhang related to improperly claimed medical service fee will limit the near-term upside potential for Amvis.


Amvis Holdings Inc (7071 JP): Deteriorating Margin to Limit Near-Term Upside Potential