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...
445 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...
421 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...
338 Views
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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F&P Healthcare - Slow Breathing—Down to UNDERPERFORM
If anything, risks appear moderately downside skewed. At ~42x 12 month forward PE, FPH is arguably 'priced for perfection' with little scope to...
449 Views