First of all, the introduction here drew my attention to $4480 (-1,42%) and then joined yesterday after doing some research.
Medley
Price
Discussione su 4480
Messaggi
3Furukawa Electric sold, Medley and Astroscale purchased 💴
Today I have decided to sell my position in Furukawa Electric $5801 (+6,67%) today. The stock has risen almost 200% in the last month, mainly due to the expansion of data centers. I had originally bought the stock as they were attractively valued and have an important role in nuclear fusion with their superconductors, but until that really comes to fruition I think we can wait another 10 years+ as fusion power plants become more common. When that moment comes, Furukawa Electric will certainly play an important role.
I have now increased my positions in Medley $4480 (-1,42%) and Astroscale $186A (+3,3%) positions. Medley is really massively undervalued at the moment. They are one of the most important players in the digitalization of the healthcare system in Japan. They develop platforms for hospitals, doctors, pharmacies, recruiting and telemedicine. The regulatory environment suits them very well, as many of these digitalization processes will be mandatory from this year. The massive fall in the share price can be attributed to shrinking profits, which is mainly due to expansion (both within Japan and internationally). Medley is currently prioritizing growth over profitability. Nevertheless, they are well on track to achieve their medium-term targets. In my opinion, analysts are really blind about Medley. One of the most likely tenbagger candidates if you ask me.
I have also bought Astroscale. @Tenbagger2024 I recently introduced them here, feel free to take a look. They have the potential to develop into an orbital logistics group with a strong defense focus and technological moat. The risk of bankruptcy can also be classified as very low due to the strong government support and international integration.
Do any of you know Medley? Probably not, so I would like to introduce this company to you today! $4480 (-1,42%)
Medley is a Japanese company that is active in the digitalization of healthcare and recruitment in the medical sector. With a market capitalization of around € 800 million and an expected turnover of around € 188 million this year, it is one of the smaller companies. However, the future prospects are more than positive!
-Medley offers numerous digital platforms for hospitals and pharmacies, for example
-They also operate a recruitment platform for doctors and nurses
They have also recently become active in the field of telemedicine and have launched a health consultation platform for women (significant share price gains at better-known companies such as Hims & Hers show the potential in the field of telemedicine)
-Business is mainly in Japan, although the company is expanding rapidly and entering new markets in Southeast Asia. Medley is also already established in the USA with its recruitment platform
-The ageing population and the shortage of personnel in the healthcare system represent a major growth potential for Medley
-Medley is profitable and has around € 117 million in cash compared to € 80 million in debt, so they have solid finances
-34% of the shares are held by insiders (founders), 31% by institutional investors. This demonstrates a strong position of the founders and makes the company more flexible to the short-term wishes of investors
-Analysts expect sales to increase by around 150% over the next five years to around € 450 million and profits by over 300% to around
60 million. This would correspond to a P/E ratio of around 13.5 with regard to the current share price. There is much to suggest that the business will continue to develop positively in over 5 years' time.
Conclusion: Due to the promising area in which Medley operates, I am convinced of its growth potential. Global trends and overseas expansion will continue to drive growth. As the company is profitable and not very highly valued for the next few years, I do not consider the investment to be very risky despite the growth potential. I hope I have succeeded in giving you an understanding of this rather unknown company! :)


Titoli di tendenza
I migliori creatori della settimana



