26/10/2022 17:06

Medibank (MPL) $2.87

MPL -18.12%: the health insurer was hit hard after shares began trading again. The company said data of its 3.8m customers had been breached,  with the hack likely including data of previous clients taking the total over 4m. The data was accessed after the login details of an employee were compromised, with data including names, addresses and Medicare numbers available...

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09/09/2022 09:13

Medibank Private Ltd (MPL) $3.50

MPL is already looking like another stock / market which has made a “failed pop” on the upside, last month’s report was a miss on profit expectations but this was because of losses in their investment portfolio, the underlying result was solid with good volume and margin trends obvious. Importantly FY23 guidance was upbeat targeting ongoing policy growth...

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18/08/2022 16:58

Medibank (MPL) $3.55

MPL +0.85%: Todays FY result missed profit expectations however that was a result of losses in their investment portfolio, the underlying result was solid with good volume and margin trends obvious.  FY23 guidance and commentary was upbeat, with ongoing policy growth (+2.7%) and low claims inflation (2.3%). While we suspect the market will have ?? over the level of claims...

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03/09/2021 09:30

NIB Holdings (NHF) v Medibank Private (MPL)

When we compare MPL and NHF the core takeout is that NHF probably fell sharply because it simply got ahead of itself from an optimism perspective, both stocks are again moving back in line with the last 5-years.

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03/09/2021 09:29

Medibank Private (MPL) $3.56

Last month MPL delivered an impressive 40% lift in profits for FY21 as the coronavirus delivered an expected strong tailwind to the business. People have significantly prioritized their health since the pandemic swept the world and who can blame them. The outlook for MPL is solid with the company fairly optimistic moving forward although...

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