ASX:SHL

Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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First Impressions from reporting

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Stockland (SGP), CSL (CSL), Woodside Petroleum (WPL), Computershare (CPU), Origin Energy (ORG), Seek (SEK), Dexus Property Group (DXS), Sonic Healthcare (SHL), Iluka Resources (ILU) and Westfield Corp (WFD) with links through to... Show More

Reporting preview for 13 healthcare stocks

Morgans Financial Limited

The healthcare sector has underperformed the broader market recently, but the fundamentals driving the sector remain the same. In the video below I discuss the healthcare stocks under Morgans coverage and provide a brief summary of our expectations leading into the 1H17 reporting season. Companies discussed include: ResMed, Cochlear, Sirtex... Show More

Daily AGM Note, Thursday 17 November 2016

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First strike at Goodman Group, Empire Oil and Gas, and at Mineral Resources, second strike and board spill at Zeus Resources. Second strike but no Board Spill at Liquefied Natural Gas. Today's Daily AGM Note has the details, plus a selection of voting outcomes from other AGMs today, including Village... Show More

November 2016: Month ahead in AGMs

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You can find the main note at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16303 and from there you can reach the other notes. ASX Listing Rule 10.17 resolutions to increase the non-executive director fee pool are one theme to look out for. I explain these resolutions in this note https://subscriber.theexecutiveremunerationreporter.com.au/archives/14158 and while many companies... Show More

Three new drivers of change in Healthcare

Nikko Asset Management Australia

The healthcare industry is always evolving, and new therapies drive ongoing growth over and above the growth from the ageing demographic. However, it’s important that investors recognise that the sector’s growth doesn’t necessarily translate equally to each participant, for example, when new therapies displace incumbents. Three particular drivers of change... Show More

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Regulatory change to benefit Sonic Healthcare

Andrew Stanley

In a somewhat unusual outcome, Sonic Healthcare (ASX:SHL) was a beneficiary of regulatory change in Australia in May. Your local GP, if they have a pathology lab on site, has likely been receiving rent for its pathology room well above the going market rate for similar space. The Federal Government... Show More