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Medgate plans accelerated rollout in Germany after Rhoen JV ends

Swiss telemedicine player Medgate tells HBI that the end of its joint venture with German hospital group Rhoen Klinikum will allow it to roll out faster in Germany after the Asklepios takeover slowed down the project. HBI also checks in on the partnerships between other big hospitals and their telemedicine partners.
October 8, 2020

Healthcare Activos internationalises with Portuguese acquisition and French listing

REIT Healthcare Activos Yield has listed on the Euronext Access Paris, while its sister company Healthcare Activos has made its first acquisition outside of Spain, CEO of the management company for both tells HBI. He talks us through the listing and the long-term impact of COVID-19 on the development of the Spanish care home sector.
October 7, 2020

Regulator: ‘Politics played no role’ in Mehilainen-Pihlajalinna decision

The Finnish Competition and Consumer Authority's (FCCA) surprise decision to oppose the merger of Mehilainen and Pihlajalinna has nothing to do with the changing political climate around the privatisation of healthcare, its merger control director tells HBI. She also explains why you can't compare it to the merger of Terveystalo and Attendo in 2018. 
October 1, 2020

The San Donato hospital empire: a financial analysis

HBI's analysis of Italy's largest for-profit hospital operator San Donato Group's accounts answers many questions about the group's financial health before COVID. Like: which hospital accounts for 40% of revenues yet drags down profits by 20%? How concentrated is the business in its Milan stronghold and does this differ for profitability? Which subsidiaries are growing and which aren't?
October 1, 2020

French and Italian hospital groups’ diverging recovery reflects COVID experience

August activity levels for France's second-largest hospital group Elsan were ahead of 2019, while Italy's largest player San Donato is still 30% down due to a more gradual restart of electives and stricter contagion control in Lombardy, HBI can reveal. The cautiousness reflects just how hard-hit the region was.
September 24, 2020

Mehilainen ‘spinning off digital arm’ as Pihlajalinna deadline looms

Finnish healthcare group Mehilainen is spinning off its digital consultancy business into a separate company which would make it easier to sell off in future, a senior banker tells HBI. An analyst adds that raising cash this way makes sense considering what has happened since it offered to buy competitor Pihlajalinna.
September 17, 2020

Multiples drop 10-15% in German outpatient sector

EBITDA multiples paid in the German outpatient sector have fallen 10-15% from pre-COVID levels because of market uncertainty due to the pandemic, an advisor tracking the space tells HBI.
September 17, 2020

NHS England trims operator list as PMI drives private pay recovery

We reveal which UK private hospital operators are still in NHS England's new national agreement and which left it on Tuesday, September 8. Private medical insurers (PMI) are 'busting' to get policyholders treated after delays but operators face a delicate balancing act in also helping the NHS clear waiting lists, an analyst tells HBI, as the market recovers to 70-80% of 2019 activity levels during July and August. 
September 10, 2020

EXCLUSIVE: Dutch mental health operator for sale

HBI hears that PE-backed Dutch mental health provider Mentaal Beter is for sale, with both private equity and international sector operators interested. A local consultant tells us why this is an attractive buy.
September 10, 2020

Jose de Mello Saude/CUF revises 2020 forecast as COVID recovery quickens

Portugal's largest hospital operator Jose de Mello Saude, now CUF, has revised earlier full-year revenue forecasts upwards as it sees a stronger post-COVID recovery than expected, CFO Guilherme Magalhães tells HBI. He discusses the pandemic's impact on AVLOS, digital penetration and the market's medium-term outlook, as well as it's recent name change and the future of PPPs in Portugal.
July 30, 2020
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