F&P Healthcare (FPH): FY23 Result – Initial Impressions
F&P Healthcare (FPH) reported a FY23 result below our expectations with NPAT of NZ$250m versus our NZ$265m and consensus of NZ$253m; FPH is also...
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F&P Healthcare (FPH): April Revenue Proxy – Slow Start to FY24
April 2023 respiratory export data shows a slow start to FY24, down -7% YoY (cycling a weak comparable); On a three month rolling basis,...
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F&P Healthcare: FY23 Preview — Limited Breathing Room
We expect F&P Healthcare's (FPH) FY23 result to show a strong second half, aided by abnormally strong revenue benefits (flu season and China COVID...
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F&P Healthcare: Checking the Flow — Limited Breathing Room
FPH's share price has continued to increase since its January 2023 guidance upgrade as its PE expands (from an already high base) suggesting to us...
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F&P Healthcare (FPH): January Revenue Proxy – Seasonally Weak(Er)
Consistent with historical seasonality, January 2023 respiratory export data has fallen sharply versus December 2022; Key takeaways are (1) China...
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