Health Care
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Will Australia come to rue a lack of hospital beds?
Tim Kelley
March 12, 2020
How will we fare if the Coronavirus really takes off in Australia? Possibly not so well if the extent of available hospital beds is the benchmark. continue…
by Tim Kelley Posted in Health Care.
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How has Coronavirus affected you?
Andreas Lundberg
February 5, 2020
The Coronavirus has led to big changes in the way many people in China eat, work and move about. But what about here, in Australia? How has it affected the way you live, and have you noticed any changes in your workplace or the places you visit? I’d value your feedback. continue…
by Andreas Lundberg Posted in Health Care, Market commentary, Tourism.
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Observations of equity markets from previous viral outbreaks
Scott Phillips
January 28, 2020
Investors in Australia and around the world are understandably worried about the onset of a new disease (Wuhan Coronavirus – known as nCoV) and the implications for their investments, particularly as the medical profession develops their understanding of the disease. While the number of confirmed cases has increased from 282 to 4,474 in the past 7 days it is a moving tally. continue…
by Scott Phillips Posted in Editor's Pick, Global markets, Health Care, Market commentary.
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Medibank ‘insuring’ growth
Roger Montgomery
December 11, 2019
Medibank Private (ASX:MPL) is a long term holding in The Montgomery Fund and The Montgomery [Private] Fund with our investment case being partly based on superior investment in productivity, thanks to scale, that delivers both a functionality and cost advantage over its competitors. continue…
by Roger Montgomery Posted in Companies, Health Care, Stocks We Like.
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What next for our big health insurers?
Stuart Jackson
August 30, 2019
Investors in NIB Holdings (ASX:NHF) and Medibank Private (ASX:MPL) would have enjoyed the past six months, with the share price of both companies rising by over 20 per cent. And there may be more good news to come. continue…
by Stuart Jackson Posted in Companies, Health Care, Stocks We Like.
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Why it feels like our cost of living is rising
Andreas Lundberg
July 24, 2019
The Consumer Price Index (CPI) recorded no movement in the March quarter, and rose just rose 1.3 per cent in the 12 months to the March quarter 2019. So why do so many Australians feel like life is getting dearer? Research by my former colleagues at Fidelity Investments might give the answer. continue…
by Andreas Lundberg Posted in Consumer discretionary, Health Care, Insurance.
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Is margin pressure an ongoing issue for the health insurance industry?
Stuart Jackson
May 29, 2019
The market has viewed the private health insurers as one of the biggest winners from this month’s Federal Election. This is due to the market having factored in the likely impact of Labor’s stated policy of limiting average policy premium increases to 2 per cent on 1 April 2020 and 2021. With this risk having been removed from the outlook, the share prices of Medibank Private (ASX:MPL) and NIB (ASX:NHF) have increased around 14 per cent since the election. continue…
by Stuart Jackson Posted in Companies, Health Care, Insurance.
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Why Labor’s parent visa policy could help healthcare firms
Andreas Lundberg
May 14, 2019
I’m pretty sure most voters aren’t aware of the Australian Labor Party’s parent visa policy. But investors should be. Because, if Labor wins the upcoming election, this policy could benefit many healthcare companies. continue…
by Andreas Lundberg Posted in Health Care.
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MEDIA
Healthscope says it has not lost investor support
Tim Kelley
October 25, 2018
Carrie LaFrenz wrote an article in the Australian Financial Review which discusses Healthscope and the shareholder feedback in relation to the bid from BGH and the challenges facing the company ahead of its annual meeting next Wednesday. Read here.
by Tim Kelley Posted in Health Care, On the Internet.
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Assessing the Healthscope Takeover Proposals
Tim Kelley
May 21, 2018
On 26 April, Healthscope Limited (ASX:HSO) received a non-binding indication of interest from a BGH-led consortium in relation to a proposal to acquire HSO for a price of $2.36 per share, which was a 16 per cent premium to the price prevailing before the approach. continue…
by Tim Kelley Posted in Companies, Health Care.
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