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

Roger Montgomery

Cochlear shares took a step back this week following an underwhelming full year profit report. While the business continues to grow, the market expected more, and some scale back of FY16 expectations was required. Having looked at Cochlear recently, we think that it may be a victim of its own... Show More

Scott Power

Cochlear (COH, Reduce, Price Target A$79.93) - An AFR article out last week highlights growing competition for cochlear implants (CIs) in China, with COH optimistic its product innovation and sector growth, especially in the ageing adult market, will allow it to offset these competitive threats and drive sales. Although shares... Show More

Clime Asset Management

Jeremy Benson, StocksInValue Client Advisor took the opportunity to speak to John Abernethy to gain his insight on the latest reporting season before he headed overseas. From the reporting season there were large price movements in reaction to company announcements, particularly stocks that were shorted. Shorting activity contributed to Cochlear's... Show More