Ramsay Health Care (RHC) has reported a 12.7% lift in Core Net Profit after Tax of $542.7 million, while posting a weaker than expected $488.9 million full-year net profit for the 2017 financial year. Show More
The Australian healthcare sector is being turned on its head. Which stocks will benefit, and which have the most to lose? Show More
Biostime International, a Hong Kong-listed producer of infant formula and milk powder, has purchased 83% of Swisse Wellness for $1.39 billion. The transaction is expected to be funded by the issue of 20.5 million shares and a $450 million bridge loan. Financial metrics related to the transaction have not been... Show More
Slowing growth and underperforming old economy stocks, like banks and miners, have not taken the wind away from the outperforming Australian technology stocks. The MITCH (Media, Information, Telecommunication, Consumer and Health) universe allows us to sieve the market for sectors where the growth outlook is heavily aligned to change in... Show More
Slowing global and domestic growth has not taken the wind away from the outperforming Australian technology stocks. Technology stocks in the US are trading at historically high multiples with expanding margins and improving revenue, while Australian counterparts are at the early stages of their global exposure. We continue to see... Show More
Private Health Insurance premiums are once again in the news. Each time there's an increase I think of clients, friends and family who all see the value of maintaining cover yet despair at the seeminly endless cost increases. This is not a partisan comment (noting that there is a gap... Show More