All posts by Dr Derek Jellinek
Senior Analyst
Sectors Covered: Healthcare
By Dr Derek Jellinek
24 May 2022, 9:30 AM
Nothing too earth shattering was revealed at the inaugural strategy day, with Healius' (ASX:HLS) continued evolution to become a scaled, digitally-enabled diagnostic operator.
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By Dr Derek Jellinek
04 May 2022, 8:35 AM
While we continue to believe a full recovery from COVID-based disruptions still has time to play out, improving demand and strong pipeline, coupled with management's increasing confidence, is all suggestive of an improving earnings profile.
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By Dr Derek Jellinek
25 February 2022, 11:30 AM
1H results were ahead of market, albeit behind our estimates, and were materially impacted by COVID and higher costs, sending overall profit and OCF backwards.
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By Dr Derek Jellinek
24 February 2022, 1:30 PM
1H underlying results were above expectations, with solid revenue growth underpinned by COVID-related gains and cost outs, driving margins and OCF to record levels.
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By Dr Derek Jellinek
23 February 2022, 9:00 AM
Cochlear (ASX:COH) 1H results were better than expected, underpinned by strong sales growth, expanding GPM and OPM, and solid OCF (+44%).
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By Dr Derek Jellinek
22 February 2022, 9:00 AM
Sonic Healthcare's (ASX:SHL) 1H underlying results were in line with expectations, underpinned by COVID-19 testing, pushing OPM to highs and boosting OCF (+28%).
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By Dr Derek Jellinek
17 February 2022, 11:30 AM
CSL Ltd's (ASX:CLS) 1H results were better than expected, albeit in line with management’s assumptions, with net profit down 5% in cc on 4% revenue growth.
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By Dr Derek Jellinek
16 February 2022, 11:30 AM
Ansell's (ASX:ANN) 1H22 was pre-released so devoid of major surprises, with underlying earnings -24%.
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By Dr Derek Jellinek
14 February 2022, 12:00 PM
We go over the key stocks we are looking out for in the Healthcare sector this February Reporting Season. Stocks include; ResMed Inc (ASX:RMD), Pro Medicus (ASX:PME), Healius (ASX:HLS), Virtus Health (ASX:VRT), Monash IVF (ASX:MVF), and CSL Ltd (ASX:CSL).
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By Dr Derek Jellinek
01 February 2022, 10:00 AM
1H trading update disappointed, with underlying earnings -25% on pcp and margins -470bp, albeit sales grew c8% despite soft medical glove demand.
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