All posts by Dr Derek Jellinek
Senior Analyst
Sectors Covered: Healthcare
By Dr Derek Jellinek
15 November 2023, 8:00 AM
Ramsay Health Care (ASX:RHC) investor day and site tour emphasised Australian operations and its digital ambitions, while the recent Asian JV sale helps jump-start B/S repair.
Read more...
By Dr Derek Jellinek
30 October 2023, 8:00 AM
ResMed Inc's (ASX:RMD) 1Q was broadly in line, with double-digit top-line growth and sequential improvement in operating leverage.
Read more...
By Dr Derek Jellinek
17 October 2023, 8:00 AM
The inaugural Capital Markets Day offered the opportunity to better understand the strategic direction across core franchises, vet the growing R&D portfolio and glimpse at information and digital initiatives.
Read more...
By Dr Derek Jellinek
25 August 2023, 8:30 AM
Ramsay Health Care's (ASX:RHC) FY23 results were mixed, with revenue gains across all regions on increased surgical activity, although margins and profit lagged.
Read more...
By Dr Derek Jellinek
18 August 2023, 10:00 AM
Sonic Healthcare's (ASX:SHL) FY23 results were mixed, as Covid-19-related costs remained elevated, impacting profitability, while revenue was broadly in-line.
Read more...
By Dr Derek Jellinek
16 August 2023, 8:00 AM
CSL Ltd's (ASX:CSL) FY23 results were in line with the pre-release at the top of guidance, with underlying net profit up double-digits on strong sales growth across all segments.
Read more...
By Dr Derek Jellinek
07 August 2023, 8:00 AM
ResMed Inc's (ASX:RMD) 4Q was mixed, as strong sales across all product lines failed to translate into operating leverage.
Read more...
By Dr Derek Jellinek
28 June 2023, 8:00 AM
Sonic Healthcare (ASX:SHL) is acquiring Switzerland-based Synlab Suisse for CHF150m (cA$250m) funded via existing CHF cash and debt.
Read more...
By Dr Derek Jellinek
04 May 2023, 8:00 AM
A nine-month FY23 trading update from Ramsay Health Care (ASX:RHC) highlighted improving volumes across all regions on increased surgical activity, although margins and profit lagged.
Read more...
By Dr Derek Jellinek
01 May 2023, 8:00 AM
ResMed (ASX:RMD) 3Q was ahead of expectations on strong sales across all product lines, but with GM headwinds and higher opex limiting robust operating leverage.
Read more...