JMDC <4483> is rebounding significantly. At Tokai Tokyo Securities, the investment rating is newly set to 'outperform' with a target stock price of 6000 yen. It is assumed that the utilization of real-world data (RWD) in the pharmaceutical industry is becoming active, sales recovery in the life and non-life insurance field, and revenue expansion of the health promotion support app 'PepUp' are expected. The company has a huge amount of RWD and has built strong entry barriers, but attention to RWD is increasing in the pharmaceutical industry. There are also long-term expectations for synergy effects with its parent company, Omron.
JMDC---大幅反発、データ利活用活発化に期待として国内証券が買い推奨
JMDC - Significant rebound, domestic securities buy recommendation due to expectations for active data utilization.
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