FPH - Fisher Paykel Healthcare.

[Joshuatree]

FPH is one of those safe stocks imo where instos etc park their funds until buying signals appear of other beaten up stocks to rebuy, top up , load up on.

[BlackPeter]

FPH is one of those safe stocks imo where instos etc park their funds until buying signals appear of other beaten up stocks to rebut, top up , load up on.

And that's exactly the time when FPH's shares will drop ... just imagine a flock of instos pushing the sell button and retail shareholders noticing that they sit on a share with a backward PE of 135 while other shares at that stage might be available for single digit PE's. It is as well probably the time when everybody in the world has lots of idle ventilators sitting around - and no, they won't need that many of the masks either.

The trick will be to sell close to, but prior to this point in time.

[macduffy]

I thought that we had established that FPH's forte is humidifiers, not ventilators?

[BlackPeter]

I thought that we had established that FPH's forte is humidifiers, not ventilators?

Well, sure. Just ask yourself why their business is booming that much at the moment.

If the reasons for this boom are in any way connected to the current virus boom, than I am wondering why they should survive the latter?

Of course will FPH still have business afterwards, but it will return from the current boom to its normal growth path, and at that stage the SP might look really dear.

[limmy]

Don't forget that the NZD has weakened a lot against the USD, and hence it'll benefit FPH's bottom line.

[percy]

https://motorsport.us2.list-manage.c...3&e=2bfb89e068

[BlackPeter]

https://motorsport.us2.list-manage.c...3&e=2bfb89e068

Good stuff ... and Daimler has at this stage clearly a lower PE than FPH ;

Discl: holding (DAI)

[Blue Skies]

Good stuff ... and Daimler has at this stage clearly a lower PE than FPH ;

Discl: holding (DAI)

Ha, yes might expect a struggling car company to have a lower PE than a world leader like FPH in respiratory devices.
Perhaps Daimler will reinvent itself after this, in future going to be a lot more demand for healthcare than heavy fuel hungry expensive cars.

[BlackPeter]

Ha, yes might expect a struggling car company to have a lower PE than a world leader like FPH in respiratory devices.
Perhaps Daimler will reinvent itself after this, in future going to be a lot more demand for healthcare than heavy fuel hungry expensive cars.

Don't forget that at least half of Daimler's business is to build these amazing trucks we all need to get our essentials delivered to us and FPH needs to deliver their amazing devices : - but lets not get of topic ...

[kiora]

Only around 15%? of Covid 19 patients hospitalized need ventilators

There are a lot of benefits using F & P therapies for Covid 19 patients

https://www.fphcare.com/nz/covid-19/


Nasal High Flow Therapy
Using Optiflow™ Nasal High Flow to treat COVID‑19 patients.

Heated Humidification
The use of heated humidification for healthcare professionals managing COVID‑19 patients.

Efficiency of Filters and F&P Evaqua™ 2
The viral and bacterial filtration efficiency of Fisher & Paykel Healthcare Filters and F&P Evaqua™ 2 Circuits.

Noninvasive (NIV) Therapy
Using Noninvasive (NIV) therapy to treat COVID-19 patients.

Optiflow THRIVE™ Product Conversion
Adapting existing Fisher & Paykel Healthcare products to treat COVID-19 patients.

CPAP Therapy for OSA
COVID-19 and CPAP therapy for Obstructive Sleep Apnea: Guidance for CPAP Users and Healthcare Professionals.

Remember:88 % of hospital revenue are consumables,recurring revenue,only 12% is hardware
https://resources.fphcare.com/resour...ear-update.pdf