We recently reviewed the fundamentals for Asaleo Care (ASX:AHY) in order to assess the potential for a re-rating in light of the Company now having a more predictable (and defensive) earnings profile. We also looked at the extent to which this factor would insulate earnings during the current coronavirus crisis. About Asaleo Care Asaleo manufactures personal care and hygiene products, which are distributed through retailers, distributors, and directly to corporate accounts. Following the sale of the Consumer Tissue Australia business …

Read MoreAsaleo Care not that insulated from coronavirus

The share price of Sonic Healthcare (ASX:SHL) has not been immune to the recent market sell-off. However, they have outperformed the S&P/ASX 200 Index as well as the S&P/ASX Healthcare over the past three weeks. As one of the leading global providers of pathology/clinical laboratory services, we examine the extent to which SHL’s earnings are leveraged to increased patient testing for coronavirus (COVID-19). While the latter has the potential to be an earnings tailwind, we also assess the performance of …

Read MoreWill coronavirus and COVID-19 benefit Sonic Healthcare?