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GENOVA

GENOVA (9341 JP): 70% Rally Over the Last Two Months; Here’s Why Outperformance to Continue

Tina has highlighted this Insight as a Top Pick
394 Views16 Oct 2024 14:07
SUMMARY
  • GENOVA (9341 JP) recorded better-than-expected sales and operating profit in Q1FY25, driven by continued strong demand. With the progress achieved in Q1FY25, the company is expected to beat H1FY25 guidance.
  • Medical Platform business has been experiencing steady growth in both the number of articles and page views, leading to creation of multiple contracts and improve the platform’s unit contract price.
  • The company had 14K customers for the Medical Platform Business and the Smart Clinic Business in Q1FY25, a mere 8% of its estimated potential customer base of 173K clinics.
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Tina Banerjee
Global Healthcare Analyst
Health CareEquity Bottom-UpThematic (Sector/Industry)
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  • GENOVA (9341 JP): 70% Rally Over the Last Two Months; Here’s Why Outperformance to Continue
    16 Oct 2024
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