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Yukaria [Emerging Markets Rating List]
"Morgan" <286A> Yukaria OVERWEIGHT maintained * The ratings for each company above are confirmed by us as of 03/31.
Eucalia: Financial Report - 20th Term (2024/01/01 - 2024/12/31)
Yukaria has signed a partnership agreement with Honnikai for comprehensive support in medical management.
On the 27th, Yukaria <286A.T> announced that it has agreed with the Hojinkai Medical Corporation (Hojinkai, Izumi-Otsu City, Osaka Prefecture) to enter into a partnership agreement effective March 31 to provide comprehensive management support for medical operations. With this partnership agreement with Hojinkai (the original Hospital and Seiyu Hospital), the company will provide management know-how, human resource support, and promote the implementation of hospital operations related to appropriate medical DX (digital transformation).
tripla, Daiwa Cycle and others
<184A> The revised forecast for the learning aid has been adjusted downward, with an operating loss outlook of △0.299 billion yen, down from 0.2 billion yen. <286A> Acquired stocks of Gplus, which engages in Yukaria A-REIT ETF inheritance consulting, making it a wholly-owned subsidiary. <4014> Concluded a memorandum regarding the consideration of a business partnership with Sumitomo Life Insurance Mutual Company, which operates in the Insurance business. <4169> Recorded a subsidy income from Enechange of 4.676 billion yen as non-operating income. <4591> Ribomic JST・CREST "AI App.
Premium Stocks News = Reduction of excess bed numbers in medical institutions, business opportunities related to Hospital DX and home care.
It seems that the number of beds in medical institutions across the country will be reduced. The Ministry of Health, Labour and Welfare will expand subsidies for reducing excessive inpatient beds and promote the efficiency of Hospital Operation. The demand for home care is also expected to rise, which may benefit related stocks such as consultants and home care services. <Yukaria and Care Services on the rise> In medical institutions, the excessive number of beds is causing inefficiency in Hospital Operation. Cases have been observed where patients who do not actually need to be hospitalized are staying for extended periods, and the Ministry of Health, Labour and Welfare is suppressing acceptance capacity.
Eucalia: Full year financial results presentation materials for the fiscal year ending 2024/12