COVID has clearly provided a strong tailwind for vaccine producers overseas while pathology operators locally have seen a huge boost in demand which has flowed through to strong profits, Healius (HLS) and Sonic (SHL) are examples here. Private hospital operators have struggled with delays in elective surgeries due to lockdowns while this has been a benefit for the health insurers who pay the bills. Medical product suppliers such as Fisher & Paykel (FPH) have seen very strong demand while there have been other influences impacting our largest healthcare stocks in CSL (CSL), Cochlear (COH) & Resmed (RMD). Ultimately, picking the winners from here will be more of a challenge, however the obvious conclusion is Ramsay Healthcare (RHC) will likely have a better year in FY22 than they did in FY21 due to pent up demand for elective surgery.
scroll
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Top picks from our AI inspired assistant, PunterGPT
Close
Pulse Check Webinar: GOLD Fever – The stocks to own amidst all-time highs
Close
Top picks from our traditional Melbourne Cup Model
Close
Market Matters Video Update – September Portfolio Performance and Positioning.
Close
Tuesday 5th November – Dow -257pts, SPI down -38pts
Close
MM is becoming interested in RHC
Add To Hit List
In these Portfolios
Related Q&A
COH and Emerging Companies portfolio performance
Health stocks
HLS/Spheria
HLS – what caused the drop?
Lower $US impact on CSL.
Cochlear (COH)
What will trigger MM to buy HLS?
Healthcare – SHL
Ramsay Health Care
Why is MM holding RHC?
Pathology coys
Resmed & Service Stream
Please clarify your thoughts on Sonic Healthcare (SHL)
Thoughts on SHL
TYR SCG CCP & RMD
Your opinion on Three Stocks – SHL, YAL and EQT
Thoughts on ResMed (RMD) please
Your view on several stocks
ResMed (RMD) Stock Report
Holdings MM is considering adding to into weakness
Will KKR have another go at Ramsay Health Care (RHC)?
Thoughts on Sonic Healthcare (SHL) as the sector flounders
Updated thoughts on ResMed (RMD) please
Thoughts on some property stocks please
Does MM like CSL into current weakness?
Is RMD an uncertainty opportunity?
Sell the Ramsay Health Care (RHC) bounce?
Why is ResMed (RMD) still in decline?
Does MM believe ResMed (RMD) has been handled harshly post-result?
Is MM selling RMD with another sharp drop in US market on Friday?
Can I have your view on SUL and HLS please?
MM’s updated views on RHC please
Does MM like IDP Education (IEL) &/or Ramsay Health Care (RHC) here?
Thoughts please on HLS & MCR after bids
Thoughts on – CAJ, HLS & ING please?
Does ResMed inc. (RMD) have more room to run?
Does MM like healthcare stocks HLS & CAJ?
What are MM’s favoured recession proof Healthcare stocks?
How would MM advocate shorting CSL?
Why is RHC trading so far below its takeover bid?
Is Ramsay Health (RHC) still under a KKR offer?
Question on Healthcare Stocks & SHL
Does MM still like TPG, RMD GMG?
How should we play RHC from here?
Looking at “GARY” stocks
MM’s thoughts on Chalice Mining (CHN)
Question on CSL SPP
Technical view on CSL, SHL & NXT
Picking a healthcare winner
Does MM still like CSL?
Targets for PPT, CPU & CSL
Technical thoughts on CGF & HLS
Stocks to lighten as I increase cash
MVF, COH, MQG & TWE
Short term price targets for various stocks
Q’s on CSR, BLD, TAH, HLS
Question on ethical stocks
New CBA Hybrid + APX & CSL
Healthcare stocks
CSL
MM’s view on CSL
Questions on CSL, REA & FMG
Relevant suggested news and content from the site
chart
Top picks from our AI inspired assistant, PunterGPT
Video
WATCH
Pulse Check Webinar: GOLD Fever – The stocks to own amidst all-time highs
Recorded Thursday 31st October
chart
Top picks from our traditional Melbourne Cup Model
Video
WATCH
Market Matters Video Update – September Portfolio Performance and Positioning.
Recorded Friday 11th September
Podcast
LISTEN
Tuesday 5th November – Dow -257pts, SPI down -38pts
Daily Podcast Direct from the Desk
Members only
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.