All the listed pathology businesses have been copping it rec...
All the listed pathology businesses have been copping it recently.
$Healius Ltd(HLS.AU$ - healius down 55% 1YR
$Australian Clinical Labs Ltd(ACL.AU$ - clinical labs down 25% 1YR
$Sonic Healthcare Ltd(SHL.AU$ - sonic down 20% 1YR
$Integral Diagnostics Ltd(IDX.AU$ - internal diagnostics down 20% 1YR
Obviously it’s for good reason as they had huge profits and share price growth through COVID. They all have cited cost inflation as another reason for declining profits. Healius also has its own problems going on.
But their actual revenues aren’t down enough year on year to justify the share price decline. They are all earning the same if not more as pre COVID.
Anyone have any opinions about who is best placed to curb these “cost inflations” first and maximise their increased revenues? Or are they just valued fairly and need to get back to inorganic growth for any share price appreciation.
$Healius Ltd(HLS.AU$ - healius down 55% 1YR
$Australian Clinical Labs Ltd(ACL.AU$ - clinical labs down 25% 1YR
$Sonic Healthcare Ltd(SHL.AU$ - sonic down 20% 1YR
$Integral Diagnostics Ltd(IDX.AU$ - internal diagnostics down 20% 1YR
Obviously it’s for good reason as they had huge profits and share price growth through COVID. They all have cited cost inflation as another reason for declining profits. Healius also has its own problems going on.
But their actual revenues aren’t down enough year on year to justify the share price decline. They are all earning the same if not more as pre COVID.
Anyone have any opinions about who is best placed to curb these “cost inflations” first and maximise their increased revenues? Or are they just valued fairly and need to get back to inorganic growth for any share price appreciation.
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