F&P Healthcare - FY24 Result — In Good Health
Following F&P Healthcare's (FPH) FY24 result, we walk away with increased confidence in the medium-term earnings outlook.
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F&P Healthcare - FY24 Preview — High Expectations
FPH is a high-quality business with a strong growth outlook, helped by a quickly growing anaesthesia contribution, but at ~49x 12 month forward PE
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F&P Healthcare - The Next Big Thing; Upgrade to NEUTRAL
We upgrade our rating on F&P Healthcare (FPH) to NEUTRAL from UNDERPERFORM. Our analysis suggests a large long-term opportunity in the anaesthesia...
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F&P Healthcare - Improving Health
F&P Healthcare's (FPH) revised FY24 underlying NPAT guidance range is +3% ahead of prior consensus, reflecting improving revenue trends.
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Equity Strategy - WACC Review; a Lower Rfr and Adding C&ESG
For the first time in three years we are moving our WACC assumptions down. This is driven by a modestly lower (-25 bps) interpolated 10-year...
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