1-higher churn.
2-reduced margins.
3-higher admissions leading to more claims.
4-contract negotiations ongoing with some majors like healthscope & ramsay.
5-5.3c divi is for 7 mths NOT 6.
6-adjusting policies to stem leakage,identifying,analysing questioning some industry health participants practices, to keep policies affordable across portfolio of offerings.
investment portfolio has exposure to equities,they are required to keep sufficient capital aside to
meet claims so don't understand why they can't do this via mix of bonds,hybrids and cash rather than risk equity
at time of global mkts uncertaintity.
only interested once GS departs,SIP allover again, should be trading below $2.00 imo.
MPL Price at posting:
$2.26 Sentiment: Sell Disclosure: Not Held
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(20min delay)