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.
Read more...
By Dr Derek Jellinek
31 January 2022, 2:00 PM
2Q was softer than market expectations, with modest Philips’ device recall gains and GM contracting on supply chain constraints and higher freight costs.
Read more...
By Iain Wilkie
05 January 2022, 10:30 AM
We update our recommendation for Pro Medicus (ASX:PME) based on recent share price strength, which we view has run ahead of fair value in the short term.
Read more...
By Dr Derek Jellinek
20 December 2021, 10:00 AM
Sonic Healthcare (ASX:SHL) has strengthened its US anatomical pathology presence with the purchase of Propath, funded via existing cash/debt.
Read more...
By Dr Derek Jellinek
20 December 2021, 8:30 AM
Healius (ASX:HLS) is acquiring Agilex Biolabs, a leading Australian bioanalytical laboratory, for A$301.3m in cash funded via existing debt.
Read more...
By Dr Derek Jellinek
16 December 2021, 7:00 AM
Ramsay Health Care’s (ASX:RHC) investor day(s) focused on the evolution of its strategy to create a best-in-class, digitally enabled, leading healthcare ecosystem for outcome focused integrated care both inside as well as outside the hospital.
Read more...
By Dr Derek Jellinek
22 November 2021, 9:00 AM
Sonic Healthcare (ASX:SHL) provided a solid trading update for the first four months of FY22.
Read more...
By Scott Power
21 October 2021, 8:00 AM
We have realigned our cost base in line with management guidance. This has resulted in a downgraded to our short-term forecasts.
Read more...
By Scott Power
03 September 2021, 9:00 AM
Ebos Group (ASX:EBO) has added to its medical consumables portfolio, with the well flagged acquisition of a medical consumables business.
Read more...
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.
Read more...