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...
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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...
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Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index; Crunch Time
The latest REINZ data for July confirmed that NZ is in the midst of its biggest (nominal) house price decline for at least 50 years
337 Views
Ryman Healthcare - 1H24 Result — What a Difference a Year Makes
Ryman Healthcare (RYM) reported a strong 1H24 result and delivered on all key markers on its path to re-establishing itself as a cash...
407 Views
Ryman Healthcare (RYM): FY23 Result – Initial Impressions
RYM delivered a strong FY23 result, with annuity EBITDA up +28% versus FY22, +7% ahead of our estimates, and underlying earnings of NZ$301.9m, +4%...
403 Views