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.
374 Views
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...
311 Views
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...
488 Views
Aged Care Sector: What If? Fast Track to Ex-Growth
The aged care sector is valued around or significantly below equity book value, which suggests to us that the market is losing confidence not only...
396 Views
Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing ​​​Index
Despite the biggest (nominal) house price decline in NZ for at least 50 years, our Montgomerie-Ibbotson (MI) aged care pricing index increased ever...
224 Views