I think KKR missed out on a massive opportunity. The pent up demand for elective surgeries is still massive. If a client needs to replace a hip, they will replace a hip, unless they die of course. Especially with staff shortage and medical staff got burned out due to COVID, it is just going to add to the long queue. The future demand is huge and the stock is still nowhere near its pre 2020 COVID crash level. Ramsay also owns their hospitals. I doubt the prices will come off in the long run, just basic supply/demand.
The Financial Review noted " KKR and its co-investors thought the business had materially deteriorated over the past six months". The last 6 months were worst than the first half of FY22, when Melbourne spent months in lockdown and following months on restrictive trading conditions? Come on KKR, tell a better lie !!!
On the bright side, we're not selling a good Aussie asset to foreigners.
I think KKR missed out on a massive opportunity. The pent up...
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Last
$47.63 |
Change
0.110(0.23%) |
Mkt cap ! $10.94B | |||
| Open | High | Low | Value | Volume |
| $47.37 | $47.90 | $47.12 | $24.69M | 518.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 1222 | $47.63 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $47.70 | 500 | 1 |
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| Last trade - 16.10pm 18/07/2024 (20 minute delay) ? |
| RHC (ASX) Chart |