Arvida Group: FY23 Preview — Costs and Care in Focus
Arvida Group (ARV) is set to release its FY23 result on Tuesday, 30 May, but has pre-released key figures around net debt, unit sales and gains;...
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Arvida Group: Q4 Update; So Far No Drama
Arvida Group's (ARV) 4Q investor update gave us three main takeaways; (1) demand remains strong with the number of resales largely flat versus 2H22...
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Arvida Group: Better Covenants; Worse Debt
Arvida Group (ARV) has announced an amendment to its interest coverage ratio (ICR) covenant for its next four reporting periods, as well as the...
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Aged Care Sector: Tide Is Going Out; Debt Coming to the Surface
The three aged care stocks with March year ends (Ryman [RYM], Arvida [ARV] and Oceania [OCA]) have tripled net debt over the last five years; As a...
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Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index (13-Dec-2022)
Our Montgomerie-Ibbotson (MI) index decreased very slightly in November, down -0.1% versus October 2022 and up +5.1% vs November 2021 - this is the...
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