This Dominant Tier 1 Private Hospital Operator Offers Growing yet Defensive Earnings
Ramsay Health Care's private-care offering is clearly differentiated from the public sector, which is capacity-constrained and a haven for...
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Smooth Transition Ahead as Ramsay Appoints New CEO From Within the Ranks
We retain our AUD 87 per share fair value estimate for narrow moat-rated Ramsay Health Care following the appointment of its Chief Operating...
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Australia's Major Banks - Look Through the Negative Sentiment
Much of the newsflow around Australia's major banks has been negative in the past year. In addition to the prospect of a further lift in capital...
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The Dangers of Safety
Since the financial crisis, high risk assets had been buffeted by a discount rate shock, notably a lift in the equity risk premium (ERP). This...
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Hybrids: Have We Recovered Since February?
Back in February 2016, trading margins of ASX-listed hybrid securities widened significantly. As a result, there were a number of attractive...
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