Bupa supports MPL's stance. The MD of Bupa Australia omitted to say would also benefit through risk equalisation if MPL can reduce costs.
Looks like funds versus Hospitals. Bupa have big negotiation with Ramsay coming up. if dispute between Bupa and Ramsay could benefit MPL.
The risk for insurers is government's support for health insurance could be at risk. however government needs insurers to contain claims costs. increasing + ageing population and new technologies in treatments putting presure on insurers.
Hospitals one area hard to disrupt. As surgeons and physcians control the referrals to hospitals not insurers.
MPL Price at posting:
$2.10 Sentiment: Hold Disclosure: Not Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)