COH's New Product Launches
With Cochlear Ltd (COH AU) having such a high share of the cochlear implant market (~60% share in a 3 player market), the obvious question is when...
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Expensive Quality, but Worth Being There
At over 35x PE multiple, the stock looks extremely expensive with a lot of belief baked into the stock price. The question that needs to be asked...
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Time to Look at the Laggards in Aussie Healthcare
Australian Growth stocks have under-performed in the past four years, but they generally perform well in a rising global interest rate...
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Australian Growth Stocks: The Big Short (Still)
Four months ago, Evidente published a post suggesting that Australian growth stocks were over-priced The Big Short: Australian Growth Stocks and...
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Key Drivers of Asia's Healthcare Sector
From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...
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