All posts by Dr Derek Jellinek
Senior Analyst
Sectors Covered: Healthcare
By Dr Derek Jellinek
25 August 2021, 7:30 AM
FY21 was in line with guidance, albeit below our expectations, with record organic sales and underlying earnings growth driven via unprecedented PPE demand.
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By Dr Derek Jellinek
24 August 2021, 9:00 AM
FY21 underlying results were in line with consensus expectations, albeit above our estimates, with COVID testing driving upside across all laboratory businesses.
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By Dr Derek Jellinek
23 August 2021, 10:00 AM
FY21 results were inline with our estimates, albeit below consensus, with double-digit earnings and sales growth driven by market share gains/growth, and rescheduled surgeries from COVID shutdowns across key regions.
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By Dr Derek Jellinek
19 August 2021, 10:30 AM
FY21 results were solid, with better than expected top/bottom line growth and improving OCF, but GM contracted on higher plasma costs.
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By Dr Derek Jellinek
09 August 2021, 8:00 AM
4Q was better than expected, on recovering sleep patient flows and Philips’ device recall gains, despite GM contracting on unfavourable mix and higher costs.
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By Dr Derek Jellinek
03 June 2021, 9:30 AM
Peter Rowland, Managing Director of Micro-X (MX1) explains the significance of the next generation X-ray technology for global health and security markets.
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By Dr Derek Jellinek
31 May 2021, 8:00 AM
Senior Analyst Dr. Derek Jellinek updates on stocks in the Healthcare sector such as Ramsay Healthcare, Resmed, Sonic Healthcare, Ansell, CSL, and Volpara Health Technologies.
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By Dr Derek Jellinek
04 May 2021, 5:00 PM
Derek Jellinek, Senior Analyst at Morgans, discusses Sonic Healthcare (ASX:SHL), an addition to our Morgans Best Ideas (May 2021).
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By Dr Derek Jellinek
28 April 2021, 4:50 PM
Ongoing elevated demand for PPE and product supply on track to meet that
demand saw the company provide a favourable trading update and upgrade
guidance, again.
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By Dr Derek Jellinek
15 March 2021, 3:10 PM
While we make no changes to our estimates or price target, we believe CSL share weakness offers an opportunity to buy a high-quality business at a discount.
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