Group 1 - The core theme for Australian healthcare stocks in 2023 is mergers and acquisitions, as indicated by Canaccord Genuity Capital Markets [1] - The majority of companies covered by Canaccord have a leverage ratio of 1.5 times or lower, suggesting a favorable financial position for potential M&A activity [1] - Factors such as the new CEO, low debt levels, and challenging operating conditions may lead to potential M&A transactions by 2026 [1] Group 2 - ResMed is expected to continue making small-scale acquisitions in respiratory care and adjacent markets [1] - Ansell may target medium-sized transactions for growth [1] - CSL has indicated a shift in its R&D activities to focus more on development and may seek licensing or collaboration for late-stage assets [1]
加皇资本：澳大利亚医疗健康股料将迎来并购
Jin Rong Jie·2026-01-19 00:11