Morgans Blog | Morgans

Nanosonics: Transition to direct sales model going well

26 May 2022, 9:30 AM

Nanosonics (ASX:NAN) provided a solid trading update with 3Q sales and installed base growing in line with 2Q, the company noted it anticipates FY22 revenue will be in line with consensus.

Healius: Strategy day - the evolution continues

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.

Choclear: Oticon acquisition expands install base on the cheap

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.

Healthcare - Overall: Micro to mid-cap catalyst table

By Iain Wilkie

17 March 2022, 11:00 AM

We have compiled a list of 75 ASX-listed micro to mid-cap healthcare/life science companies and highlight key catalysts expected to read out over the next 18 months.

Healius: 1H beat – right price and well placed for a rebound

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.

Cochlear: 1H beat - confidence increasing in the outlook

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%).

Sonic Healthcare: 1H inline but time required to adjust to new normal

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%).

CSL Ltd: 1H above expectations; the “tide is beginning to turn”

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.