TLS -1.25%: Held an investor day today which we’ll cover in more detail in tomorrow mornings portfolio report however a key focus is on growing / scaling their non-core businesses, particularly in health software and technology through recent acquisitions such as a majority stake in billing services firm PowerHealth, and a $350 million purchase of medical software firm MedicalDirector. They talked to further cost out and reconfirmed earnings targets under its T25 strategy, for annual growth rates in the “high-teens” for underlying earnings per share until the 2025 financial year.
MM are neutral / marginally bullish TLS under $4.00
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