Margins improve but primary market is limited.

Shares soared 30% in the last week but are still undervalued.

Despite our lower fair value the shares are still attractive.

Strong demand growth and improved profit margins lead to a strong result from the sleep apnea device firm.

Trump’s announcement could directly affect CSL, but we expect the firm to respond accordingly.

Despite improving prospects the shares continue to sell off.

Notable contract win, but market is limited.

The sell-off in this moated healthcare company ignores strong potential for revenue growth and margin improvement.

Cochlear’s biggest market segment has matured and it is looking elsewhere for growth.

We think a delay rather than an outright rejection for this company’s product is the likelier outcome, but the shares still look expensive.