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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Every January, NYU marketing professor and prominent Big Four tech sceptic Scott Galloway makes predictions for the year ahead. Always acknowledging he will make wrong forecasts, “nothing is more certain than the past nor more uncertain than the future,” Galloway has a decent record for the scope of his guesses.
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by Lachlan Mackay Posted in Health Care

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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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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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Amazon in recent times has amassed a reputation for being disruptive to traditional firms and industries, and rightly so. The company has up-ended the traditional brick-and-mortar retail model, and the company’s ambitions do not end there. Rumours of Amazon’s desire to enter the U.S. healthcare value chain reached a fever pitch when Amazon.com Inc., Berkshire Hathaway, and JPMorgan Chase & Co. recently announced that they were creating an independent company that will attempt to reduce healthcare costs for their employees, and potentially all Americans in the future. continue…

by George Hadjia Posted in Consumer discretionary, Health Care

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Recently there has been growing press and talk about the rising costs of health insurance and private patients going through public hospitals. In particular (click for article), Bill Shorten recently commented that “Prices are up, profits are up, quality and value down. Australians are paying a lot more for their health insurance policies and getting a lot less.”
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by Lisa Fedorenko Posted in Health Care

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As an investor, there’s a lot to love about private hospital businesses, like Ramsay Healthcare (ASX:RHC) and Healthscope (ASX:HSO). For a start, they’re hard to disrupt. They also benefit from Australia’s ageing population, with its rising demand for health services. But the factors that influence profitability are a bit more complex. continue…

by Lisa Fedorenko Posted in Companies, Health Care

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The Australian government has just announced a raft of changes to private health insurance. The reforms should make health cover more affordable, and more attractive for consumers. And this in turn should be beneficial for hospital operators, at least in the short term. continue…

by Stuart Jackson Posted in Health Care

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The private hospital diagnosis this results season was as unpleasant as this year’s flu season. Since result day, Healthscope (ASX: HSO) has plummeted 25 per cent down to $1.68 and Ramsay Health Care (ASX: RHC) 19 per cent to $63.84. Roger Montgomery previously discussed some of the risks we had identified into the results in this June blog. Into the results we felt that both hospital operators were trading at stretched valuations and as a result reduced our positions. Following the share-price correction, we remain comfortable with our remaining holdings. continue…

by Lisa Fedorenko Posted in Health Care

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by Roger Montgomery Posted in Health Care

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