1Mes·

Do any of you know Medley? Probably not, so I would like to introduce this company to you today! $4480 (+2,63%)


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! :)

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6 Commenti

immagine del profilo
Thanks! sounds interesting
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immagine del profilo
@Tenbagger2024 Is relatively similar to $HIMS only currently undervalued
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immagine del profilo
@Shiya
Let me have a look
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immagine del profilo
@Tenbagger2024 @Shiya It's partly like Hims, but it's a bit different and, above all, more diverse. It is only about telemedicine in one area. The digitalization of clinics and pharmacies is particularly important (e.g. digitalization of patient records or networking of pharmacies). The recruitment platform is also important, especially in the USA. It is therefore a relatively innovative company that wants to digitize and of course improve a wide range of areas related to healthcare. In some cases, they have also made acquisitions to cover other areas or regions. Hims is much more fixed (and unfortunately a little dependent on weight loss injections).
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immagine del profilo
@PikaPika0105
Sounds very exciting
immagine del profilo
Medley to the Moon!
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