2 healthcare names poised to grow

Hyperion Asset Management’s Tim Samway sees plenty of growth potential in the ASX listed private hospital operators. “We own Ramsay, and we own Healthscope. We think they’re both very good companies that are exposed to the ageing population.” The growth story for these companies, he says, is all about overseas expansion. “They’ve got lots of Brownfield opportunities to build over years to come and like all of these companies that I’m talking about, they’re basically taking what’s a very good idea in Australia and rolling them out overseas.” In his view, the strategy is reminiscent of the approach Domino’s has taken, “The opportunities for some of these businesses, for example, with Domino’s, in France, in Germany, in Japan and other countries as they become available. They can really build those businesses over time using the intellectual property they’ve developed here in Australia.” Discussion starts are 5:08: (VIEW LINK)


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