Health Care
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What can we learn from the Sirtex AGM?
Russell Muldoon
October 29, 2015
Earlier this week Sirtex (ASX: SRX) held its AGM and below we have noted some of the business’ highlights for 2015 and their expectations for the year ahead based on recent trading.
by Russell Muldoon Posted in Health Care, Insightful Insights.
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Four Corners – Wasted
Ben MacNevin
September 30, 2015
This week’s Video Insight coincides with a comprehensive story by the ABC’s Four Corners on the opportunities for effective cost management in Australia’s Health Care System. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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The Coordination of Health Care
Ben MacNevin
September 3, 2015
Health care costs continue to rise above inflation, but perhaps the main insight the public has received into resolving this issue has been the increased publicity of negotiations between hospitals and insurers. It’s important to note that other players are actively working to provide more value in the system. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Medibank Private – Quality at a reasonable price
Roger Montgomery
August 28, 2015
The big surprise from the recent reporting season was Medibank Private (ASX:MPL). Guidance suggests the health insurance operating profit will increase by more than 12 per cent in FY16 to over A$370m on revenue growth of 5.5 per cent. The company also guided to a reduction in the MER to 8.3 per cent and below 8 per cent in 2017. This is a lot better than we had forecast and the market had been of the opinion that most of the margin expansion from a falling MER had been realised. continue…
by Roger Montgomery Posted in Health Care, Insightful Insights.
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Breaking Records
Russell Muldoon
August 17, 2015
Sirtex Limited (ASX: SRX) is a key holding in both domestic Montgomery funds and we have discussed its developments and our thoughts numerous times in the past on this blog. More recently we took a look at the 2015 full year results which in our view, have been the strongest so far this reporting season (by some margin). continue…
by Russell Muldoon Posted in Health Care, Insightful Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Easy come, Easy go
Ben MacNevin
August 14, 2015
As we discussed in a blog post last month, pathology markets around the world are predominantly supported by government funding. This is a blessing and a curse for private operators, evidenced by Sonic Healthcare’s latest announcement. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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The Future for Cochlear
Tim Kelley
August 12, 2015
Cochlear (ASX: COH) shares took a step back this week following an underwhelming full year profit report. While the business continues to grow, the market expected more, and some scale back of FY16 expectations was required. continue…
by Tim Kelley Posted in Health Care, Insightful Insights.
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Small cap series – Azure Healthcare
Scott Shuttleworth
August 10, 2015
Azure Healthcare Limited (ASX: AZV) is a provider of healthcare communication and workflow management solutions. In a nutshell it manufactures and designs call systems for hospitals and other facilities and has enjoyed a good lick of success over the past few years. But is this changing? continue…
by Scott Shuttleworth Posted in Health Care, Insightful Insights.
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CSL hits $100… again
Scott Shuttleworth
August 4, 2015
Today CSL Limited (ASX: CSL) hit $100 for the second time in its history, the last time being that of September 2007 whereafter its stock split 3 for 1. continue…
by Scott Shuttleworth Posted in Health Care, Insightful Insights.
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Diagnosing Pathology Problems
Ben MacNevin
July 24, 2015
Sonic Health Care (ASX: SHL) and Primary Health Care (ASX: PRY), the two largest pathology service providers in Australia, announced earnings downgrades in the past fortnight. While Primary cited “extreme” weather for the weakness, we think the underlying reason is far more structural in nature. continue…
by Ben MacNevin Posted in Companies, Health Care, Insightful Insights.
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