Ryman Healthcare: 1H23 Result — Capital Constrained?
Ryman Healthcare (RYM) added a further NZ$400m of net debt in 1H23 against our expectations of ~NZ$150m and now carry ~NZ$3bn of debt; the...
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Ryman (RYM): 1H23 Result – Initial Impressions
Ryman (RYM) reported a 1H23 result in-line with our expectations due to strong re-sale gains offset by higher costs and weak new-sale gains;...
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Ryman Healthcare: 1H23 Preview — Costs, Cash & Care
Ryman Healthcare (RYM) reports its 1H23 earnings on Friday, 18 November, which will be the first of the aged care companies to report this earnings...
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Ryman Healthcare: A Necessary Pivot Towards Cash Recycling
Ryman Healthcare (RYM) held an investor day focussed on the long term strategic direction of the company and our overarching impression is that the...
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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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