1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.
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Jefferies anticipates a hit for CSL's albumin business in China.
Albumin is used to replace lost fluids and restore blood volume in the human body.
Reimbursement limits and pricing caps constitute a headwinds for CSL in China, says Jefferies. Who also adds CSL still has room for growth due to a relatively low market penetration at the moment.
The broker maintains "buy" rating with a $237 target price
Jefferies has backed the reshaping of Regis Healthcare portfolio.
The aged care operator is decreasing regional exposure and directing capital expenditure towards what Jefferies describes as more efficient and lower cost metropolitan homes.
The broker has a 'buy' on the stock, and has lifted its target price to $9.30.
Elsewhere - Morningstar has lifted its fair value estimate for the National Storage REIT to $2.86, being confident that the Brookfield-GIC bid will be successful.
The deal still hinges on conditions, including regulatory approvals... while potential rival bids offer an upside according to Morningstar.
