IDX 0.82% $2.45 integral diagnostics limited

really tough question. The industry has had some headwinds like...

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    really tough question. The industry has had some headwinds like staff shortages and wage inflation like most all businesses, but radiology also has plenty of long term tailwinds - esp the greater reliance on imaging as part of diagnosis and ongoing monitoring of diseases.

    The worrying thing for Idx and caj are that competitors like Shl are printing excellent margins in their radiology business. So imho Idx and caj are not particularly well run. To be fair, running professional services businesses are hard, and the more specialised the harder imo. I’m not sure how Shl have done such a good job over such a long timeframe
 
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