Health Care
-
All is not what it seems with aged care
Andrew Macken
June 30, 2016
Much has been written of Australia’s publicly-listed residential aged care providers of late. While seemingly a simple business in which operators provide accommodation and socially-imperative care for our elderly in return for a fee; the economics of these businesses are surprisingly complex. continue…
by Andrew Macken Posted in Health Care
- 5 Comments
- save this article
- POSTED IN Health Care
-
Stocks We Like – Healthscope
Ben MacNevin
June 29, 2016
Australia’s population is ageing, yet the public and private hospital systems are growing at very different speeds. Public hospital beds grew by 1 per cent each year between 2010 and 2014, compared to 3 per cent annual growth in the private system. Increasing demand for hospital care will flow to operators that are expanding capacity, which means that major private hospital companies like Healthscope (ASX: HSO) and Ramsay Health Care (ASX: RHC) are well placed to grow earnings over the long term.
continue…by Ben MacNevin Posted in Health Care, Stocks We Like
- 7 Comments
- save this article
- POSTED IN Health Care, Stocks We Like
-
Could CSL be worth more than $150 a share?
Scott Shuttleworth
June 3, 2016
CSL Limited (ASX: CSL) is a global developer and manufacturer of plasma-derived therapies for various diseases and disorders. We’ve blogged on CSL previously (see here) and for the most part, the story hasn’t changed. continue…
by Scott Shuttleworth Posted in Companies, Health Care
- 2 Comments
- save this article
- POSTED IN Companies, Health Care
-
Is this a minor stumble for Sirtex?
David Buckland
June 2, 2016
The confession season continued with Sirtex Medical Limited (ASX: SRX) reducing their “anticipated dose sales performance in the EMEA (Europe, the Middle East and Africa) and APAC (Asia Pacific) regions during the second half”. continue…
by David Buckland Posted in Health Care
- 3 Comments
- save this article
- POSTED IN Health Care
-
Pleasing results for Fisher & Paykel Healthcare
Ben MacNevin
June 1, 2016
Fisher & Paykel Healthcare (ASX: FPH) reported pleasing numbers for FY16, but analysts that solely reference the company’s presentation may under appreciate the company’s earnings potential. continue…
by Ben MacNevin Posted in Health Care
- save this article
- POSTED IN Health Care
-
-
Get Ready For Another Big Stick, Irrespective Of Which Party Wins
Stuart Jackson
May 20, 2016
APRA released quarterly statistics for the private health insurance industry during the week. While the data showed rising gross margin trends for the insurers as a result of slowing hospital treatment volume growth, there were trends in the premium data that will be concerning for the Government. continue…
by Stuart Jackson Posted in Health Care, Insightful Insights
-
Separating the Hospital Data
Ben MacNevin
May 9, 2016
As the population ages more Australians will feed through the hospital system, so to understand how the system may handle this inflow it pays to look at how different age groups are currently treated. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights
- save this article
- POSTED IN Health Care, Insightful Insights
-
Saving Private Buy-In
Ben MacNevin
April 8, 2016
A proposal was raised last week for the Government to remove the Private Health Insurance rebate and reinvest the funds into public hospitals. While the ongoing inflation of medical claims and insurance premiums is a pressing concern, these actions would likely exacerbate the Government’s future financial commitment. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights
-
Crunch Time for Medibank’s Direct Sales Strategy
Stuart Jackson
March 23, 2016
APRA released December quarter data on the health insurance industry last month. This shows that private health insurance penetration fell for the first time in 10 years. While the percentage of Australian residents that had private hospital insurance only fell 0.1 per cent to 47.2 per cent, this will be of great concern to the Government given that falling coverage rates inevitably sees the healthcare burden fall back onto the public system. continue…
by Stuart Jackson Posted in Health Care, Insightful Insights
-
Co-Payments 2.0
Ben MacNevin
March 18, 2016
Last week The Australian reported St John of God plans to introduce a co-payment of up to $50 for pathology services in response to the Government’s proposed rebate cut. In attempting to reduce the rate of reimbursement by $1.40 to $3.40 per test, the Government may have inadvertently given the industry power to set prices, and at a much higher level. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights
