Arvida Group: Strong 2H Resales; Increased FY23 Confidence
Arvida GroupStrong 2H Resales; Increased FY23 Confidence OUTPERFORM We walk away from Arvida's (ARV) 2H22 investor update with three key...
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Arvida Group (ARV): 2H22 Sales Update – Initial Impressions
Arvida Group (ARV)2H22 Sales update – Initial Impressions Arvida released a strong 2H22 sales update to the market this morning. Comparisons with...
98 Views
Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index
Aged Care SectorMontgomerie-Ibbotson Aged Care Pricing Index Sentiment has soured quite dramatically towards the aged care sector since our last...
555 Views
Aged Care: Valuation Support Versus Negative Momentum
Aged CareValuation Support versus Negative Momentum Omicron has arrived in NZ and with it an acceleration of the underperformance in the aged...
1.3k Views
Equity Strategy: The Year Ahead: Five Themes and Five Stocks
Equity StrategyThe Year Ahead: Five Themes and Five Stocks The long market bull run since the GFC appears to be ending as the structural decline...
1.5k Views