Medical Device Makers Best Placed to Mitigate Higher Oil Costs -- Market Talk

Dow Jones05-06

0216 GMT - Medical device makers ResMed and Fisher & Paykel Healthcare are best placed among Australia-listed healthcare stocks to mitigate oil-related cost increases, Morgan Stanley analysts say. They tell clients in a note that high margins and pricing power are the best defense against the impact of cost increases thrust upon companies by the Iran conflict. The investment bank's analysts says that service providers such as Ramsay Health Care and Sonic Healthcare are likely to be hit harder due to their lower margins. Their pricing power is lower because they rely on government and health-insurance income, the analysts add. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

May 05, 2026 22:16 ET (02:16 GMT)

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