Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
New Zealand
/
Healthcare
Create a narrative
Healthcare Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Healthcare Investing Ideas
All companies
Popular
Undervalued
Overvalued
Oceania Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Zealand Demographics And Modernization Will Strengthen Aged Care
Key Takeaways Premium care focus and efficient capital deployment in modern villages are strengthening pricing power, margins, and asset stability. Cost-saving efforts, digitization, and lower interest expenses are set to improve margins and support sustained growth despite sector headwinds.
View narrative
NZ$0.88
FV
25.2% undervalued
intrinsic discount
7.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
2 days ago
author updated this narrative
Fisher & Paykel Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Aging Demographics And Product Upgrades Will Expand Respiratory Care
Key Takeaways Product innovation, expansion in hospital and homecare, and operational efficiency are strengthening revenue growth, margin improvement, and pricing power. Global demographic trends and rising healthcare investment are broadening market opportunities and diversifying recurring revenue streams.
View narrative
NZ$35.52
FV
3.3% overvalued
intrinsic discount
11.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
Ryman Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Leadership And Pricing Reforms Will Boost Aged Care
Key Takeaways New leadership is focused on effective governance and strategic alignment, aiming to enhance earnings and shareholder value through transformation efforts. Business reorganization and a strong development pipeline are expected to boost operational efficiency, margins, and future revenue growth through increased capacity.
View narrative
NZ$2.83
FV
14.0% undervalued
intrinsic discount
7.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
27
users have followed this narrative
2 days ago
author updated this narrative
EBOS Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
MedTech Acquisitions And Store Expansion Expected To Drive Future Success
Key Takeaways Strategic acquisitions and pharmacy agreements are set to enhance revenue growth and market share in the healthcare sector. Cost-cutting and sustainability initiatives aim to improve net margins and operational efficiency in the long term.
View narrative
NZ$40.17
FV
2.0% overvalued
intrinsic discount
4.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
Value any company in seconds
Popular companies