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
Ryman Healthcare (RYM NZ): Strong Base Business Is Outshined by Regulatory Overhangs
Despite Ryman being an attractive bet on NZ’s booming retirement village sector, near-term regulatory and litigations overhangs are expected to...
490 Views
Metlifecare Is Back in EQT’s Crosshairs
Metlifecare Ltd (MET NZ) owns and operates a portfolio of 25 retirement villages and related care facilities, which are predominantly located in...
417 Views
Oceania Healthcare Placement - Might Be a Little Too Big to Digest
Macquarie infrastructure and real assets (MIRA) plans to raise around US$205m via selling down its 41.2% stake in Oceania Healthcare (OCA NZ). We...
498 Views
Smartkarma: ECM Coverage Weekly Update (8 April 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our...
317 Views