F&P Healthcare - Patience Required
F&P Healthcare's (FPH) AGM guidance update provided little new information to fundamentally change our view on the earnings outlook.
306 Views
F&P Healthcare (FPH) - Competitor Read-Through – Vapotherm 2Q23 Result
Vapotherm (VAPO.NYSE), a small, pureplay competitor to F&P Healthcare’s (FPH) nasal high flow optiflow product Q2 result highlights a modest...
245 Views
F&P Healthcare: FY23 Result — Reality Check
F&P Healthcare's (FPH) FY23 result provided a good reality check on trends and outlook in a post COVID-19 world; While lowered near/medium-term...
299 Views
F&P Healthcare (FPH): FY23 Result – Initial Impressions
F&P Healthcare (FPH) reported a FY23 result below our expectations with NPAT of NZ$250m versus our NZ$265m and consensus of NZ$253m; FPH is also...
285 Views
F&P Healthcare (FPH): April Revenue Proxy – Slow Start to FY24
April 2023 respiratory export data shows a slow start to FY24, down -7% YoY (cycling a weak comparable); On a three month rolling basis,...
404 Views