17/03/2022 09:07

NIB Holdings Ltd (NHF) $6.75

Health insurer NHF was the standout in the Sector yesterday rallying +2.3% to test Februarys high and technically the stock looks solid while it can hold above $6.40. Last month the company reported revenue up over 8% for the first half of FY22, NPAT up over 24% to $81.2mn and a 11c dividend putting the stock on a 4% fully franked yield, all feels ok under the hood and the stock looks good value after correcting 24%.

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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

NIB Holdings (NHF) $6.59

NHF disappointed investors last month after missing profit expectations by ~5% although the downside 20% rerating of the stock was largely because of the very conservative rhetoric towards next year citing last year as abnormally good given the pandemic tailwinds – interestingly if this is to be believed then MPL is trading too rich, or perhaps...

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25/08/2021 09:25

NIB Holdings (NHF) $6.59

NHF fell 11% after missing profit expectations on Monday, the selling was unrelenting yesterday with another -7.2% wiped off the stock making its correction already -18.8% from last week’s high. As we’ve been alluding to through today’s report when they miss they often “really miss” and its not the time to be catching the proverbial falling knife, equities...

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23/08/2021 16:22

NIB Holdings (NHF) $7.10

FY21 Results: The health insurer met top line revenue expectations today however fell ~5% short at the profit line while the FY21 dividend of $0.24 was a shade below consensus. The key though to today’s market reaction (stock trading down 11% at time of writing) was their rhetoric around FY21 being a completely abnormal year given very low claims...

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23/08/2021 08:09

Reporting Today (ALD, CNU, GEM, NHF, RWC, SHL, VEA)

Companies reporting today on MM’s radar include: Ampol (ALD) 1H21 Results: Expectations for 1H21 NPAT of 171m & Dividend of $0.433 Charter Hall Group (CHC) FY21 Results: Funds From Operations (FFO) per share of $0.58, NPAT $269m & DPS of $0.38. FY22 expectations are for strong profit growth (+24%) to $333m Chorus (CNU) FY21 Results: Expectations for revenue of $947m, EBITDA of $645m, NPAT of $50.84m (down ~2% on FY20), EPS of $0.111, FY Dividend $0.25. Market currently pricing NPAT for FY22 of $49.25m, flat on FY21.

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13/08/2021 09:39

NIB Holdings (NHF) $7.69

Health insurer NIB has been rallying strongly since the pandemic as they benefit from lower outlays on health expenses, i.e. less elective surgery, less injuries etc which helps the insurers but not the private hospital operators. We feel it still goes higher although the risk / reward is not exciting as we approach $8 resistance – this is now one for the Hitlist when...

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18/06/2021 09:29

NIB Holdings (NHF) $6.41

Health insurer NHF has rallied in a fairly similar manner as both SUN and QBE but after recovering over 50% of its COVID losses we are neutral and see better value elsewhere.

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26/04/2021 16:41

Nib Holdings (NHF) $5.94

NHF +10.20%: the private health insurer deserved every cent of its rally today after surprising the market with strong profit guidance for the current financial year.

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23/03/2021 09:22

NIB Holdings (NHF) $5.35

NIB delivered a solid 16% increase in profits for the first half of this financial year but the shares are clearly not particularly excited. The trouble for NIB (NHF) and Medibank (MPL) is they are facing structural headwinds within the private health sector

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