摩根大通：年中展望-医疗保健行业
2025-06-23 13:16
Asia Pacific Equity Research 20 June 2025 J P M O R G A N Mid-Year Prospects Healthcare This report forms part of the J.P. Morgan Australia Mid-Year Prospects series as we take stock at the mid-point of 2025 and set out our Top Picks and Least Preferred stocks for the remainder of the year. Top Pick – ResMed (RMD AU, OW) Earnings upside as sectoral trends pull forward demand Demand and diagnosis supported by industry tailwinds. Awareness of obstructive sleep apnoea is on the rise, supported by consumer mark ...