All posts by Dr Derek Jellinek
Senior Analyst
Sectors Covered: Healthcare
By Dr Derek Jellinek
25 August 2022, 8:30 AM
Sonic Healthcare (ASX:SHL) FY22 results were above expectations, with COVID testing continuing across all laboratories, helping to expand margins and support double-digit profit growth.
Read more...
By Dr Derek Jellinek
24 August 2022, 9:00 AM
Ansell's (ASX:ANN) FY22 underlying results were in line with guidance but mixed, with lower organic sales and GPM compressing, but higher than expected profit on considerably lower SG&A and tax.
Read more...
By Dr Derek Jellinek
22 August 2022, 8:25 AM
FY22 results tracked our estimates and guidance, albeit below consensus, with strong sales growth, GMs at pre-COVID levels and double-digit underlying profit.
Read more...
By Dr Derek Jellinek
18 August 2022, 8:30 AM
CSL Ltd (ASX:CSL) FY22 results were slightly softer than expected, albeit in line with management’s assumptions, with net profit falling 6% in cc on 3% revenue growth.
Read more...
By Dr Derek Jellinek
15 August 2022, 9:05 AM
4Q was ahead of expectations, with strong demand, Philips' device recall gains and price rises helping expand GMs but operating margins flat on higher opex. View our full analysis.
Read more...
By Dr Derek Jellinek
17 June 2022, 8:30 AM
ResMed Inc (ASX:RMD) is acquiring Medifox Dan, a German-based, privately-held, out-of-hospital software provider, for cUS$1bn, funded via existing cash and debt.
Read more...
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.
Read more...
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.
Read more...
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.
Read more...
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.
Read more...