FPH - Fisher Paykel Healthcare.

[alokdhir]

Bit of a mixed bag though with the cautious outlook, market reaction will be interesting.

Which part is mixed for U ?? Revenue beaten best estimates of maximum 866 Mil ...NP beaten best estimates of 200 Mil by more then 10 % ...

Huge expansions plans showing huge growth ahead ... Margins improved while analysts were predicting huge 1.5 % reduction especially at Jarden

I cant see anything mixed here buddy ...only goodies

[BlackPeter]

https://www.nzx.com/announcements/383536

Looks like a better result than expected.

Much better than any analyst predicted - they nearly matched (both revenue as well as NPAT) the record result they had last year. Outstanding company ... always good to buy the shares below MA400 :

[Biscuit]

Bit of a mixed bag though with the cautious outlook, market reaction will be interesting.

I'd say they've successfully changed up a gear and they are now into a long straight run with a tail wind.

[winner69]

Any fears of things going backwards should be gone

Nothing to stop share price moving up a lot

Always good to prove guru analysts wrong …..I’ll forgive alokdhir

[alokdhir]

Much better than any analyst predicted - they nearly matched (both revenue as well as NPAT) the record result they had last year. Outstanding company ... always good to buy the shares below MA400 :

And analysts were talking of 30% reductions after last full year results ...If this keeps on like this ...very good chance they will match last years full year results . In constant currency may exceed possible ...wow ...seems so better then what was being predicted by all smart analysts in May 2021 ...

Huge expansion and why needed written very clearly ...should be red flags to bulls ...Breakout of rectangle possible ...medium term $ 45 target very much on the cards

[alokdhir]

Any fears of things going backwards should be gone

Nothing to stop share price moving up a lot

Always good to prove guru analysts wrong …..I’ll forgive alokdhir

U r welcome buddy ...though I got NP almost right but my revenue model needs tweaking ...it varies with supplies of consumables vs machines ...so little bit of suspense is always left to enjoy

[couta1]

Which part is mixed for U ?? Revenue beaten best estimates of maximum 866 Mil ...NP beaten best estimates of 200 Mil by more then 10 % ...

Huge expansions plans showing huge growth ahead ... Margins improved while analysts were predicting huge 1.5 % reduction especially at Jarden

I cant see anything mixed here buddy ...only goodies

No earnings guidance. Hospital hardware revenue not expected to continue at an elevated level for rest of year. Consumer revenue to be lower in 2nd half etc. I liked the top end figures a lot but the market can be a strange beast when it comes to the commentary, hope I'm just being picky. Lol

[alokdhir]

No earnings guidance. Hospital hardware revenue not expected to continue at an elevated level for rest of year. Consumer revenue to be lower in 2nd half etc. I liked the top end figures a lot but the market can be a strange beast when it comes to the commentary, hope I'm just being picky. Lol

No earning guidance is just continuation of old policy as no one knows who will not like to be vaccinated ...pun intended buddy so dont get mad ...lol .
Hardware revenue all know cant keep growing like last year at 85% ...now even 20% will be super bonus
Consumables revenue cant match Covid mayhem revenue of last winters ...so saying so

For me
“The longer-term impact from COVID-19 for our business has been a larger installed base of our hospital hardware and increased global physician awareness and experience with our therapies and products. To ensure we are well-positioned to meet demand for the ongoing use of this installed base of hardware and accommodate our strong new product pipeline, we are continuing to invest in our infrastructure to ensure it supports our long-term growth,” said Mr Gradon. "

Most important to move it up big time and keep it up

[BlackPeter]

No earnings guidance. Hospital hardware revenue not expected to continue at an elevated level for rest of year. Consumer revenue to be lower in 2nd half etc. I liked the top end figures a lot but the market can be a strange beast when it comes to the commentary, hope I'm just being picky. Lol

Quite relaxed on that no matter which way it might go short term.

While I can't see the market dragging the stock down on this announcement ... but if it really does, what an amazing top up opportunity would that be :

Remember ... FPH is one of these golden stocks .... always good to buy below MA400 ...

[kiora]

"“At this stage, we do not anticipate any significant impact on supply to our existing customers. We will continue to assess this on an ongoing basis, particularly if the outbreak escalates or continues for a prolonged period,” said Mr Gradon.

“During this challenging time for China, we appreciate the efforts of our own team and our suppliers. Our people have been working long hours to ship products quickly, assemble them, and meet the need for training, particularly in Wuhan. Many of our suppliers have expedited the supply of raw materials to us as a manufacturer of essential medical devices, and we are deeply grateful for that,” he said."
https://www.nzx.com/announcements/348775
https://www.fphcare.com/nz/our-compa.../supply-chain/

Well done FPH