4480 Medley
- Japan Guru
- Jun 26, 2025
- 1 min read
The company's main business is performance-based recruitment for the healthcare sector. It is also developing an online medical consultation system and an electronic medical record business.
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looks like the co released fairly aggressive guidance toward fiscal 2029 back in Feb, with stock price barely moving in response
https://x.com/HiroakiKato/status/1890324799580463333
The recruitment business experiences significant seasonal fluctuations. Sales are heavily concentrated in the second quarter of the fiscal year (April, a peak hiring period in Japan). As a result, the cumulative period for Q2 tend to show high progress and profitability
Founder Takiguchi owns 18%, while his high school classmate former CEO Toyoda owns 10%.
Notably, HK-based fund OLP is liquidating its long position rather aggressively since May, owning 8.46% as of June 13 (used to be over 10%)
Japanese retail investors associate Medley with former CEO Toyoda, who married a famous Japanese TV anchor, cheated on her while the TV anchor was giving birth to a baby, stepped down from the CEO role after the affairs got leaked, relinquished executive comp & stock options, and got divorced from the anchor.
at share price of 3160, 103.5 bil yen mkt cap vs 8 bil yen in net debt
32.96x per / 5.49x pbr / no dividend
Recruitment revenue remains affected by slower job transitions in high-salary healthcare labor force, but demand recovered in the second half of the fiscal year
The acquisition of "Guppies" last period contributes to full-year performance. Medical systems see improved profitability due to in-house development of receipt computers and other measures. Operating profit trends upward.
The company set up a new division dedicated to AI development, integrating AI into existing cloud services to enhance operational efficiency for hospitals and clinics.