Health Care
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After the plunge, is it time to dive in for Healthscope?
Roger Montgomery
October 31, 2016
When the share price of Healthscope plunged 30% in October, we received numerous queries from many of our thousands of investors and readers. In short, they were asking: after a price dive like that, what did we think about the business now? continue…
by Roger Montgomery Posted in Editor's Pick, Health Care
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Why you won’t gain much from prostheses price reform
Ben MacNevin
October 28, 2016
The Australian Government has announced it will cut the cost of thousands of medical devices, from pacemakers and lenses to knees and hips. It claims its prostheses price reform will “take pressure off private health insurance premiums”. But looking behind the numbers, it’s hard to get too excited. continue…
by Ben MacNevin Posted in Health Care
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Sirtex goes from strength to strength
Scott Shuttleworth
August 26, 2016
Sirtex Medical (ASX: SRX) has just reported its FY16 results, and they were pleasing on every metric. We recently commented on the firm’s sales growth which the market took the news badly and subsequently the price of the firm’s shares fell. continue…
by Scott Shuttleworth Posted in Health Care
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Resmed produces another solid result
Ben MacNevin
August 5, 2016
ResMed is a business we like. Our positive view of the company was reinforced when ResMed last week released a robust result for the fourth quarter of FY16. Its acquisition of cloud-based health solutions provider, Brightree, could produce an even stronger outlook. continue…
by Ben MacNevin Posted in Companies, Health Care
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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
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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
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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
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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
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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
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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
