Medibank Offers More Compelling Value Versus Peers -- Market Talk
Medibank Offers More Compelling Value Versus Peers -- Market Talk
DJ Medibank Offers More Compelling Value Versus Peers -- Market Talk
DJ Medibank提供比同行更具吸引力的价值--市场谈话
0140 GMT - Medibank Private's zero debt, plenty of cash and low exposure to international and travel business, likely means that its earnings will be less volatile than peers, Credit Suisse says. Medibank's growth is accelerating with its budget brand Ahm's growth picking pace and the core Medibank brand beginning to grow after years of decline. With strong margins through good claims management and industry claim tailwinds, CS says Medibank offers compelling value. For peer NIB, a recovery in travel and international may offset a decline in its Australian Residents Health Insurance's margins, CS adds.(alice.uribe@wsj.com)
0140GMT-瑞士信贷(Credit Suisse)表示，Medibank Private的零债务、充足的现金以及对国际和旅游业务的低敞口，可能意味着其收益将不会像同行那样波动。Medibank的增长正在加速，其预算品牌ahm的增长速度加快，核心Medibank品牌在多年下滑后开始增长。CS表示，Medibank通过良好的索赔管理和行业索赔顺风获得了强劲的利润率，提供了令人信服的价值。对于同行NIB来说，旅行和国际业务的复苏可能会抵消其澳大利亚居民健康保险利润率的下降，CS补充道。(alice.uribe@wsj.com)
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March 22, 2021 21:40 ET (01:40 GMT)
2021年3月22日美国东部时间21：40(格林尼治标准时间01：40)
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