F&P Healthcare: 1H23 Preview — COVID Crunching
Headline numbers were guided in August but we expect F&P Healthcare's (FPH) 1H23 result to show a challenged period highlighting the COVID demand...
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Equity Strategy: WACC Review — The New Normal?
10 year New Zealand Government bond rates have risen ~+1% since our last WACC review on 13 May 2022, and are up ~+4% since the low in late...
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F&P Healthcare: Checking the Flow — Competitor Updates
Vapotherm's 3Q22 result continues to reinforce the material headwinds being experienced by F&P Healthcare's (FPH) Hospital segment, particularly...
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F&P Healthcare (FPH): Vapotherm Q3 Result − Negative Read-Through
Vapotherm (VAPO.NYSE), a small, pureplay competitor to FPH’s nasal high flow optiflow product has reported its Q3 result this morning; Overall read...
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F&P Healthcare: Breathing Rate Slows
F&P Healthcare's 1H23 guidance confirmed our prior view of material earnings risks, however, the magnitude was significantly greater than expected
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