Aged Care Sector - M&A Arrives to Aged Care
The proposed acquisition of Arvida Group (ARV) by Stonepeak Alps BidCo injected meaningful optimism into the listed aged care sector.
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Oceania Healthcare - FY24 Result — Got the Memo
We see the results as a side show to the broader issues of: (1) too much debt; (2) capital raise concerns; and (3) long-term cash generation and...
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Aged Care Sector - More Sellers than Buyers
Over the last six months the three aged care operators with March year ends are down a further ~-20%, with Ryman Healthcare (RYM) the worst performer.
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Oceania Healthcare - Turnaround Delayed but Not Cancelled, Again
Oceania Healthcare's (OCA) FY24 sales update was below our expectations. 2H24 sales softened from a solid 1H24 and is illustrative of the current...
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Aged Care Sector - Montgomerie-Ibbotson Aged Care Pricing
After four turbulent years in the housing market, both generally and within the aged care sector specifically, we are broadly back to normal across...
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