Medibank is one of Australia’s largest private health insurers, with a current market share of approximately 27%. We built a position in the second half of 2016 when concerns about rising claims costs and management change resulted in valuations which we believed were attractive. Show More
In this episode of Buy Hold Sell we ask our panel to discuss 5 stocks that exceeded investor expectations in reporting season. The shares in Medibank had been on a slippery slide until the recent result, which shocked investors resulting in a sharp turnaround. Investors responded positively to what management... Show More
With high earnings visibility and growth, a strong balance sheet and dividend yield of 3.7% fully franked, we continue to recommend Medibank a Buy. Show More
3 BIG topics in one quick Monday Report 1 Medibank lists tomorrow The government has had a bonanza with Medibank, issuing the stock to retail at $2 a share and institutions at $2.15 a share. At what price do we sell Medibank? 2 China cuts interest rates for first time in 2-years Simply,... Show More
The Medibank Private float process is unfair and puts retail shareholders at a disadvantage. Medibank Private is a solid business and so its float has the potential to offer good value at the right price, namely the bottom end of the price range of $1.55 to $2. The problem is... Show More
Where are we placed in the current IPO cycle and how will big floats like Healthscope and Medibank perform? Justin Braitling, CIO of Watermark Funds Management, says we are probably half way through the current IPO cycle. Braitling says that IPO sponsors have done a good job of sharpening their... Show More