More Earnings Upgrades Likely From Sonic Healthcare -- Market Talk
More Earnings Upgrades Likely From Sonic Healthcare -- Market Talk
2219 GMT - Sonic Healthcare's latest trading update suggests more EPS upgrades are likely in FY 2022, Morgan Stanley says. Sonic's revenue lifted 5% to A$3.09B in the first four months of FY 2022, while Ebitda rose by 16% to A$991M. If that continues through December then Sonic's 1H revenue and Ebitda would beat consensus by 2% and 16%, respectively. "Additionally, Sonic states that base business revenue grew 6% versus the prior corresponding period and 4% versus the same period in FY 2020 (i.e. pre-pandemic)," says Morgan Stanley, adding that its broadly in line with its estimates. "We expect testing volumes to remain variable and note recent case surges in Germany in particular." (david.winning@wsj.com; @dwinningWSJ)
2219GMT-摩根士丹利表示，Sonic Healthcare的最新交易更新表明，2022财年可能会有更多每股收益升级。Sonic在2022财年前四个月的收入增长了5%，达到30.9亿澳元，而EBITDA增长了16%，达到9.91亿澳元。如果这种情况持续到12月，那么Sonic的1H营收和EBITDA将分别超出市场普遍预期的2%和16%。摩根士丹利说：“此外，Sonic表示，与上一财年同期相比，基础业务收入增长了6%，与2020财年同期(即疫情爆发前)相比增长了4%。”他补充说，这与该公司的估计大体一致。“我们预计检测量将保持不变，并特别注意到最近德国的病例激增。”(david.win@wsj.com；@dwinningWSJ)
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