Daily BriefsHealthcare

Daily Brief Health Care: HealthCare Global Enterprises, TSE Tokyo Price Index TOPIX and more

In today’s briefing:

  • HCG: Scaling Up Well | On Track for a Solid FY25
  • Future Human Resource Strategy to Mobilize Power Regardless of Age, Gender, or Nationality


HCG: Scaling Up Well | On Track for a Solid FY25

By Ankit Agrawal, CFA

  • HCG reported a strong Q2FY4 with revenue growth of 16% YoY and 5.7% QoQ. EBITDA margin expanded 120bp QoQ to reach 17.8%.
  • Emerging centers are scaling up well with revenue growing at 29% YoY in Q2FY24. Matured centers’ revenue also grew at a healthy pace of 13% YoY.
  • HCG is continuing to upgrade infrastructure of existing hospitals. It added 3 robotic surgery machines across 3 centers. It operationalized 4 new LINACs and plans to install six more LINACs. 

Future Human Resource Strategy to Mobilize Power Regardless of Age, Gender, or Nationality

By Aki Matsumoto

  • An increasing number of companies rehire senior employees until age 65 to address labor shortages and pass on skills, but there are challenges in retaining senior employees and maintaining loyalty.
  • Daikin is expected to be effective in motivating senior employees and passing on skills in terms of extending employment to age 65 without lowering wages. 
  • Daikin’s board members are older, so they fully understood that age was not an obstacle to senior employee success. On the other hand, Daikin faces many challenges in diversity.

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