RHC 1.04% $47.49 ramsay health care limited

$70 next month, Jan 2016?, page-31

  1. 346 Posts.
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    The MPL announcement today confirms a slight slowing in hospital utilisation growth in the financial year to date, which they also feel is likely to be temporary, ie. private hospitals are likely to find more ways to fill up beds regardless of short-term fluctuations in bed utilisation. Ie. The long-term growth story is still intact! I suspect analysts have yet again looked at broad market data and extrapolated this to RHC and HSO, which I feel will again prove to be a misguided call, as these operators grow above market rates. We will have to wait for the RHC and HSO interim results announcements before we see any upwards re-rating of their share prices though.
    Last edited by TPI1: 22/01/16
 
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