IVF: Secular Growth for Decades to Come.
The IVF industry is booming, driven by couples having children later in life as well as infertility problems. There should be plenty of...
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Equity Strategy: WACC Review — The New Normal?
10 year New Zealand Government bond rates have risen ~+1% since our last WACC review on 13 May 2022, and are up ~+4% since the low in late...
376 Views
Tariff Uncertainty Negates ResMed's Q1 Positives
ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been...
455 Views
F&P Healthcare - 1H24 Result — New Apps Slowing?
F&P Healthcare's (FPH) 1H24 result had few surprises relative to our expectations. The key positives of strong homecare revenue growth and...
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F&P Healthcare - 1H24 Preview — Few Surprises
F&P Healthcare's (FPH) 1H24 result on Wednesday, 29 November is unlikely to surprise relative to current consensus expectations.
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