Morgan Stanley starts Sonic Healthcare at Equalweight

Published 19/03/2025, 10:56
Morgan Stanley starts Sonic Healthcare at Equalweight

On Wednesday, Morgan Stanley (NYSE:MS) initiated coverage on Sonic Healthcare (OTC:SKHHY) Ltd (SHL:AU) (OTC: SKHHY) with an Equalweight rating and set a price target of AUD28.10. The firm’s analyst highlighted Sonic Healthcare’s strong market presence, citing its leading positions in several key markets, including Australia, Germany, and Switzerland.

Sonic Healthcare is noted for representing approximately 30% of approved collection centres (ACCs) in Australia, with a significant share of Medicare Benefits Schedule (MBS) revenue due to its strong market shares in non-general practitioner (GP) markets. This dominance in the Australian market underscores the company’s robust position in the healthcare industry.

In Germany, Sonic Healthcare’s market leadership is expected to be further solidified by the recent approval of the acquisition of LADR, a laboratory diagnostics company. This move is seen as a strategic consolidation of Sonic Healthcare’s leading position in the German market.

Over the past decade, from the financial year 2014 to 2024, Sonic Healthcare has engaged in a series of acquisitions, with cash outflows amounting to approximately A$3.7 billion. These acquisitions have been a key part of the company’s strategy, complementing its organic growth initiatives and contributing to its expansion in the healthcare sector.

The price target set by Morgan Stanley reflects the firm’s assessment of Sonic Healthcare’s current valuation and its position within the industry. The Equalweight rating suggests that the analyst believes the stock is fairly valued at its current price level, taking into consideration the company’s market leadership and recent strategic acquisitions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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