ASX:SHL

9 Champion Stocks

Peter Quinton

These 9 Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More

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First Impressions from Reporting: SHL, ORG, SUN, S32, ASX and TLS

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Sonic Healthcare (SHL), Origin Energy (ORG), Suncorp (SUN), South32 (S32), ASX (ASX) and Telstra (TLS) with links through to more detailed reports. Show More

The best opportunity in healthcare

Daniel Moore

In this interview, I discuss the best long-term investment opportunities in the sector, which stocks I am cautious on, and what the future holds for the sector as a whole. Show More

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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

Tagliaferro: I'd be cautious buying resources

Livewire News

In this video, Anton Tagliaferro, Chief Investment Office at QV Equities, reflects back on reporting season with Commsec’s Tom Piotrowski. While it is always tempting to look for unifying trends, Anton reports that not much has changed in the last five years. It is simply those companies dealing with the... Show More

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Primary, Boral, Inghams and Sonic - First impressions from reporting

Bell Potter

Primary Healthcare’s Net operating cash flow was down 39.3% to $90.4m. Outlook: “As a result of HY 2017 trading, the subdued environment reflected in the Medicare data, and ongoing uncertainty over Government policy and regulations, Primary now expects underlying NPAT for FY 2017 to be in the range of $92... Show More

ASX:BLD ASX:PRY ASX:SHL Longform February 2017 Reporting Season ASX:ING

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

Avatar fallback

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

Avatar fallback

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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Earnings reports: Stockland, CSL, Sonic Healthcare, Primary Health Care & QBE Insurance

CommSec

Stockland (SGP) posted an 8.5% lift in FY underlying profit to $660m, in-line with consensus. The result was driven by solid performances across all business units – Commercial, Residential and Retirement: Blood products group CSL has reported an 11% decline in FY Net Profit after Tax to US$1,242m. The biotech... Show More

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First Impression: Sonic Healthcare-SHL- FY16 result

Bell Potter

Net operating cash flow up 38% to $708m | Segment EBITA; Pathology up 27% to$625.1m; Radiology down 14% to $47.7m; IPN & Other $42.3m, up 4.x | Outlook: “Sonic expects EBITDA growth of approximately 5% for 2017 on a Constant Currency basis,, excluding potential upside Show More

ASX:SHL

Brexit... Smexit!!

Hugh Dive

The last five days have been stressful for Australian fund managers with Britain both voting to withdraw from the European Union and England handing the Wallabies an ignominious series defeat. These two factors have wiped A$42 billion off the market capitalisation of the ASX. Whilst fear and uncertainty have dominated... Show More

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

Is there still value in healthcare?

Investors Mutual

Anton Tagliaferro, Investment Director at Investors Mutual, said in a recent investment update that they’re starting to take profits on some names in the healthcare sector. “The healthcare sector rallied partly because the Australian Dollar fell when the RBA cut rates. Many companies, like CSL, Sonic Healthcare, and Resmed, their... Show More

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Agreement with Pathologists provides greater certainty for Sonic and Primary

Scott Power

Over the week-end the Prime Minister commented that an agreement had been reached with the pathologists (and Pathology Australia). The Federal Government will keep its proposed cuts to bulk-billing incentives and the pathologist will wear the extra costs, so as to maintain the existing bulk billing rates. In return, the... Show More

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Buy Hold Sell: What’s healthy in healthcare

Buy Hold Sell

Healthcare has been a strong performer in recent years, over the past 5 years the healthcare index has returned 110.7% compared to the broader ASX 200’s measly 3.5%. 10 years ago the healthcare sector made up just 4%, now this has grown to 11% - larger than telcos, energy or... Show More

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Healthcare – Navigating a currency headwind

Scott Power

The Australian dollar (AUD) has rallied c7% against the US dollar since the start of 2016 on a combination of uncertainty about global growth and US Federal Reserve’s about-face on targeted interest rate rises amid lower growth and inflation, helping to support the currencies of commodity-exporting nations such as Australia.... Show More

Sonic Healthcare

Scott Power

Sonic 1H16 results were in line with our expectations, with solid underlying earnings growth driven by ex-Australia ops, somewhat overcoming well-flagged government policies that negatively impacted domestic businesses. Importantly, strong organic laboratory growth, profit enhancements across the domestic front, and gains from recent acquisitions and FX tailwinds, reiterate the outlook... Show More

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