FPH - Fisher Paykel Healthcare.

[alokdhir]

see the aussies think resmed margins were crushed too

share price being pulverised as we type down 6%

Thats because Q3 EPS consensus was $ 1.44 and actuals come as $ 1.22 ....IMO

[couta1]

Aussies have had their cornflakes and decided life ain't so bad today so up she goes. Lol

[winner69]

Does FPH need chips?

From a report on resmed - However, chief executive Mick Farrell told analysts on a call this morning that chip shortages were the “number one bottleneck” for the business,

[alokdhir]

Does FPH need chips?

From a report on resmed - However, chief executive Mick Farrell told analysts on a call this morning that chip shortages were the “number one bottleneck” for the business,

They do but much lesser then RMD ...

[winner69]

Aussies have had their cornflakes and decided life ain't so bad today so up she goes. Lol

Might even get back above the $20 mark

[alokdhir]

Might even get back above the $20 mark

Sentiment is so poor that it will need some real hopeful commentary of future from company at results time to reverse its downtrend ...all rallies will be sold into ..IMO

[bull....]

intel earnings call this morning they say chip issues will extend easily into 24

[alokdhir]

intel earnings call this morning they say chip issues will extend easily into 24

Seeing how FPH managed enormous demand in 2021 FY ...they actually did 56% extra in short time ...not easy for a manufacturing company to ramp up production in very difficult times , I think they can make this difficulty into opportunity too

Also as a practice they carry good inventory levels of finished stock .

They mentioned in last update shortage of OSA devices is hampering their mask sales ...as they not big on OSA devices but sell masks to be used with

" In our Homecare product group, growth in sales of our OSA masks is currently tracking above our first half growth rate despite supply constraints of treatment hardware in the market. "

[BlackPeter]

intel earnings call this morning they say chip issues will extend easily into 24

Interesting fact ... most impacted by the chip shortage are car manufactureres - and the funny thing is, their earnings are the highest they have been in a decade or so (O.K. - just looking at Volkswagen - 2012 was still better ..., but for Daimler was 2021 a dream year better than anything before - not just, but as well thanks to the chip shortage).

Why? Well, quite easy if you take off your black glasses ... yes, lower volumes, but hey - look at the margins.

I suppose FPH might be in a similar situation.

Thanks for posting something really bullish ... or was this a mistake?

[bull....]

Interesting fact ... most impacted by the chip shortage are car manufactureres - and the funny thing is, their earnings are the highest they have been in a decade or so (O.K. - just looking at Volkswagen - 2012 was still better ..., but for Daimler was 2021 a dream year better than anything before - not just, but as well thanks to the chip shortage).

Why? Well, quite easy if you take off your black glasses ... yes, lower volumes, but hey - look at the margins.

I suppose FPH might be in a similar situation.

Thanks for posting something really bullish ... or was this a mistake?

there all making hay because of unprecedented demand but dont worry the central banks are going to stop this