Added to YB: 2025-05-23
Pitch date: 2025-05-10
4320.T [bullish]
CE Holdings Co.,Ltd.
+8.09%
current return
Author Info
No bio for this author
Company Info
CE Holdings Co.,Ltd., through its subsidiaries, develops and sells electronic medical record systems and medical information systems in Japan.
Market Cap
JPY 10.5B
Pitch Price
JPY 606.00
Price Target
5.2K (+691%)
Dividend
N/A
Sector
Health Care Technology
Category
growth
CEHD (4320JP): Asymmetric Entry into Japan's Healthcare SaaS Ramp
4320.T: EMR integrator for Japan's small/mid hospitals targeting gov's 2030 digital mandate. ~1,000 institutions using MI·RA·Is platform. Q2 FY25: rev +14% YoY, OP +66%, backlog +10.9%. Transitioning to SaaS model via cloud shift & PHR overlay. At ¥625 (~12x FY25E P/E), targets ¥30B rev/¥6B OP by 2030 (20% margins). Bull case PT: ¥5,180 (48% CAGR).
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