Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Software Service (3733 JP): High Order Book Indicates Continued Stellar Performance

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/software-service-inc" target="_blank" data-smartkarma-citation="entities:16487:1" rel="noopener">Software Service (3733 JP)</a> business remained resilient to the pandemic. The company reported double-digit growth in top and bottom line in FY21, ahead of its guidance.</li>
<li>Management guided for mid-single-digit growth in revenue for FY22. With the scalability of the business, profit is growing at a faster pace than revenue.</li>
<li>Electronic medical record has a penetration of 45% in Japan’s hospital and Software Service holds second largest market share of 20%.</li>
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Software Service (3733 JP) business remained resilient to the pandemic. The company reported double-digit growth in top and bottom line in FY21, ahead of its guidance.
Management guided for mid-single-digit growth in revenue for FY22. With the scalability of the business, profit is growing at a faster pace than revenue.
Electronic medical record has a penetration of 45% in Japan’s hospital and Software Service holds second largest market share of 20%.


Software Service (3733 JP): Resilient Business Model; Starting FY22 with a Strong Order Book