Mediclinic International

  • TickerMDC
  • ISINGB00B8HX8Z88
  • ExchangeLondon Stock Exchange
  • SectorHealth Care Equipment & Services
  • CountryUnited Kingdom

MEDICLINIC INTL.PLC. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of MEDICLINIC INTL.PLC. (GB), a company active in the Health Care Providers industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date January 17, 2020, the closing price was GBp 410.00 and its potential was estimated at GBp 460.02.

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Health Care Hitting On All Cylinders Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the MSCI ACWI following the late-October breakout... see chart below. • Market Ignoring Negative Headlines. Global equity markets continue to generally shrug off seemingly bearish headlines surrounding trade, Trump impeachment hearings, and ongoing protests in Hong Kong. This tells us that the good outweighs the bad in the eyes of the market. While we view the fact that none of these issues have yet to derail global m...

Steph Erasmus

Mediclinic | Aim high, miss low?

Over the past two years, Mediclinic (MEI) has been negatively affected by rising regulation in Switzerland, which has hampered profitability, and poorly executed diversification into the Middle-East. MEI's H1'20 results indicate no reprieve from these pressures. MEI needs to optimise their business in Switzerland to cater for out-patient treatment and more effective tie-ups with university hospitals. However, the Zurich canton accounts for c.70% of the Swiss unit's revenues where regulation is particularly onerous. By comparison, peer Swiss Medical Network has only two healthcare facilities lo...

Steph Erasmus

Healthcare | Rising off a low base

Our views around Mediclinic Switzerland (MEISW) have evolved guided by evidence that MEISW is delivering on its turnaround strategy by generating c.14% EBITDA margin for H1 20f. In our view, MEI's current share price is not reflective of the green shoots guided for in Switzerland. While Life Healthcare (LHC) has withdrawn from its Max India investment, we remain concerned about the longevity of their Alliance Medical (LHCAM) business. Since Jan ‘19 LHC has benefited from the inclusion c.470k insured PolMed lives, at the expense of Netcare (NTC). However, despite our c.40% growth in FY ‘20f...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Health Care Hitting On All Cylinders Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the MSCI ACWI following the late-October breakout... see chart below. • Market Ignoring Negative Headlines. Global equity markets continue to generally shrug off seemingly bearish headlines surrounding trade, Trump impeachment hearings, and ongoing protests in Hong Kong. This tells us that the good outweighs the bad in the eyes of the market. While we view the fact that none of these issues have yet to derail global m...

Matthieu DRIOL