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
IHH Healthcare’s Possible Privatisation by Mitsui
Mitsui, the largest shareholder, is currently exploring a proposal to privatise IHH. Overall, at the last close price, the downside risk is low...
522 Views
Metlifecare's Full-Year Results: MACs (Probably) Not Triggered
Today, Metlifecare Ltd (MET NZ)announced 2020 full-year results (to 30 June). The reported net loss after tax was NZ$33.7mn; but underlying profit...
582 Views
Metlifecare/EQT: The Retirement Solution
On the 6 July, ahead of the 10 July meeting to seek shareholder support to continue litigation against AVPG and EQT over their decision to...
648 Views