Oceania Healthcare (OCA): 1H23 Result – Initial Impressions
Oceania Healthcare (OCA) reported a mixed 1H23 result with underlying EBITDA of NZ$38.7m below our expectations of NZ$43.1m; underlying NPAT of...
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Oceania Healthcare: 1H23 Preview — Care, Cash, Credit and Costs
Oceania Healthcare (OCA) reports its 1H23 result on Wednesday 23 November; we expect focus to be on care profitability, cost control, cash...
349 Views
Ryman Healthcare (RYM NZ): Strong Underlying Growth Story; Current Macro Scenario Limits Upside
Ryman’s secular growth story is clouded by rising interest rate and falling property prices state. Resale income and unsold stock will be some of...
295 Views
Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index
Aged Care SectorMontgomerie-Ibbotson Aged Care Pricing Index Our Montgomerie-Ibbotson (MI) aged care pricing index increased ever so slightly in...
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Oceania Healthcare (OCA): FY22 Result – Initial Impressions
Oceania Healthcare (OCA)FY22 Result – Initial Impressions Oceania Healthcare (OCA) reported a FY22 result ahead of our and consensus expectations...
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