Arvida Group - Strong 2H Resales, Sensibly Lowered Build Rate
Arvida Group's (ARV) semi-annual investor update was on the whole, positive. It delivered: (1) strong resale gains, driven by both solid unit sales...
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Arvida Group - M&A to the Fore ARV Not Considering Offer
Arvida Group (ARV) turned down a highly conditional non-binding NZ$1.70 per share takeover bid from an offshore infrastructure fund in...
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Arvida Group - 1H24 Result — A Hard Half
Excluding an insurance accrual and development gains from non-cash transfers of residents treated as sales, we estimate underlying earnings were...
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Arvida Group - Debt Juggernaut Rumbling On: NEUTRAL
Arvida Group (ARV) provided an update on drawn debt, implying meaningfully higher debt versus our and Visible Alpha consensus forecasts.
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Aged Care Sector - It's Always Darkest Before the Dawn
The aged care sector has had another tough month, led by Ryman Healthcare (RYM) down ~-12%, re-tracing most of its post capital raise performance.
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