F&P Healthcare - Slow Breathing—Down to UNDERPERFORM
If anything, risks appear moderately downside skewed. At ~42x 12 month forward PE, FPH is arguably 'priced for perfection' with little scope to...
382 Views
F&P Healthcare - Investor Day — Repeat Flow Up to NEUTRAL
There was little information in the investor day to fundamentally change our view on the outlook, and, if anything, reinforces the significant...
337 Views
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