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價值--市場談話
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-瑞士信貸(Credit Suisse)表示，Medibank Private的零債務、充足的現金以及對國際和旅遊業務的低敞口，可能意味着其收益將不會像同行那樣波動。Medibank的增長正在加速，其預算品牌ahm的增長速度加快，核心Medibank品牌在多年下滑後開始增長。CS表示，Medibank通過良好的索賠管理和行業索賠順風獲得了強勁的利潤率，提供了令人信服的價值。對於同行NIB來説，旅行和國際業務的復甦可能會抵消其澳大利亞居民健康保險利潤率的下降，CS補充道。(alice.uribe@wsj.com)
(END) Dow Jones Newswires
(完)道瓊通訊社
March 22, 2021 21:40 ET (01:40 GMT)
2021年3月22日美國東部時間21：40(格林尼治標準時間01：40)
Copyright (c) 2021 Dow Jones & Company, Inc.
版權所有(C)2021年道瓊斯公司