F&P Healthcare: FY23 Preview — Limited Breathing Room
We expect F&P Healthcare's (FPH) FY23 result to show a strong second half, aided by abnormally strong revenue benefits (flu season and China COVID...
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F&P Healthcare: Checking the Flow — Limited Breathing Room
FPH's share price has continued to increase since its January 2023 guidance upgrade as its PE expands (from an already high base) suggesting to us...
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F&P Healthcare (FPH): January Revenue Proxy – Seasonally Weak(Er)
Consistent with historical seasonality, January 2023 respiratory export data has fallen sharply versus December 2022; Key takeaways are (1) China...
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F&P Healthcare: Fast(Er) Track to New Normal
F&P Healthcare's (FPH) FY23 revenue upgrade reflects (1) a surge in COVID related demand from China, and (2) strong Northern Hemisphere respiratory...
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F&P Healthcare (FPH): Strong FY23 Revenue Guidance
F&P Healthcare (FPH) has provided strong FY23 revenue guidance of NZ$1,575m (range of NZ$1,550-1,600m) implying second half revenue of ~NZ$885m;...
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