Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

<ul>
<li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li>
</ul>


Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions


Rudi's View: CBA, Life360, ResMed, Zip & More

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>ResMed Inc.'s Q3 Fiscal Year 2025 results reflected both robust performance and strategic plans poised for long term growth, giving investors a mixed but intriguing picture of the company's current standing and future potential.</li><li>The company reported strong financial results, with an 11% increase in non-GAAP net income and a 13% boost in diluted earnings per share, reaching $2.37.</li><li>Revenue rose by 8% on a headline basis and 9% in constant currency terms, reflecting comprehensive growth across products and markets.</li></ul>

ResMed Inc.'s Q3 Fiscal Year 2025 results reflected both robust performance and strategic plans poised for long term growth, giving investors a mixed but intriguing picture of the company's current standing and future potential.The company reported strong financial results, with an 11% increase in non-GAAP net income and a 13% boost in diluted earnings per share, reaching $2.37.Revenue rose by 8% on a headline basis and 9% in constant currency terms, reflecting comprehensive growth across products and markets.

ResMed Corporation: GLP-1 Demand Generation Strategy to Expand Customer Base & Strengthen Their Position!

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/cochlear-ltd" target="_blank" data-smartkarma-citation="entities:918:1" rel="noopener">Cochlear Ltd (COH AU)</a> now expects FY25 underlying net profit to be at the lower end of A$410–430M guidance range due to lower services revenue and higher cloud-related investment.</li>
<li>Despite 5% growth in H1FY25, Cochlear reiterated that “solid market growth rates to drive cochlear implant unit growth of around 10% in FY25.”</li>
<li>Cochlear is expected to release next-generation cochlear implant in mid-2025. The introduction of the new off-the-ear Nucleus Kanso 3 sound processor is expected to contribute to services revenue from FY26.</li>
</ul>



Cochlear Ltd (COH AU) now expects FY25 underlying net profit to be at the lower end of A$410–430M guidance range due to lower services revenue and higher cloud-related investment.
Despite 5% growth in H1FY25, Cochlear reiterated that “solid market growth rates to drive cochlear implant unit growth of around 10% in FY25.”
Cochlear is expected to release next-generation cochlear implant in mid-2025. The introduction of the new off-the-ear Nucleus Kanso 3 sound processor is expected to contribute to services revenue from FY26.


Cochlear Ltd (COH AU): Negative Reaction Is Overdone; Performance Reversal Is Imminent

<ul><li>ResMed Inc.'s second quarter fiscal year 2025 earnings presentation highlights several notable financial and operational results, alongside key strategic initiatives.</li><li>From a performance standpoint, the company reported a global revenue increase of 10%, reaching $1.28 billion.</li><li>This growth spanned ResMed's key business sectors, including device sales, which rose by 11%, and masks and accessories, which grew by 11% as well.</li></ul>

ResMed Inc.'s second quarter fiscal year 2025 earnings presentation highlights several notable financial and operational results, alongside key strategic initiatives.From a performance standpoint, the company reported a global revenue increase of 10%, reaching $1.28 billion.This growth spanned ResMed's key business sectors, including device sales, which rose by 11%, and masks and accessories, which grew by 11% as well.

ResMed: How Sleep Apnea Awareness is Expanding Global Market Potential! - Major Drivers

United States

ResMed Inc. develops, manufactures, and markets medical equipment for the treatment of sleep disordered breathing.  The Company sells diagnostic and treatment devices in various countries through its subsidiaries and independent distributors.

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Resmed Inc (RMD US)

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Rudi's View: CBA, Life360, ResMed, Zip & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

ResMed Corporation: GLP-1 Demand Generation Strategy to Expand Customer Base & Strengthen Their Position!

ResMed Inc.'s Q3 Fiscal Year 2025 results reflected both robust performance and strategic plans poised for long term growth, giving investors a...

Baptista Research

Cochlear Ltd (COH AU): Negative Reaction Is Overdone; Performance Reversal Is Imminent

Cochlear expects FY25 profit to be at the lower end of guidance range, but remains optimistic about maintaining 10% implant volume growth. The...

Tina Banerjee

ResMed: How Sleep Apnea Awareness is Expanding Global Market Potential! - Major Drivers

ResMed Inc.'s second quarter fiscal year 2025 earnings presentation highlights several notable financial and operational results, alongside key...

Baptista Research

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52-week Range

Market Cap (USDm)

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Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Rudi's View: CBA, Life360, ResMed, Zip & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

ResMed Corporation: GLP-1 Demand Generation Strategy to Expand Customer Base & Strengthen Their Position!

ResMed Inc.'s Q3 Fiscal Year 2025 results reflected both robust performance and strategic plans poised for long term growth, giving investors a...

Baptista Research

Cochlear Ltd (COH AU): Negative Reaction Is Overdone; Performance Reversal Is Imminent

​Cochlear expects FY25 profit to be at the lower end of guidance range, but remains optimistic about maintaining 10% implant volume growth. The...

Tina Banerjee

ResMed: How Sleep Apnea Awareness is Expanding Global Market Potential! - Major Drivers

ResMed Inc.'s second quarter fiscal year 2025 earnings presentation highlights several notable financial and operational results, alongside key...

Baptista Research

Cochlear expects FY25 profit to be at the lower end of guidance range, but remains optimistic about maintaining 10% implant volume growth. The...