New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

Thematic (Sector/Industry)

<ul><li>Care has been a persistent drag on profitability for most of NZ’s retirement sector in recent years.</li><li>Summerset (SUM) is the most levered to successful execution of its strategy, given the significant targeted increase in its ORA penetration.</li><li>Our preferred names in the sector are Summerset (SUM) and Oceania Healthcare (OCA) which are both rated OUTPERFORM.</li></ul>

Care has been a persistent drag on profitability for most of NZ’s retirement sector in recent years.Summerset (SUM) is the most levered to successful execution of its strategy, given the significant targeted increase in its ORA penetration.Our preferred names in the sector are Summerset (SUM) and Oceania Healthcare (OCA) which are both rated OUTPERFORM.

Aged Care Sector Digging Into Care—It’s Now ORA Never

<ul><li>Ryman Healthcare (RYM) has expanded its price cuts to approximately one-third of its portfolio, including serviced apartments, to boost sales and manage inventory.</li><li>The New Zealand housing market remains a challenge for the aged care sector, but there are signs of stabilization with stable prices, declining mortgage rates, and increased turnover.</li><li>Oceania Healthcare (OCA) is rated as the top pick in the aged care sector, with positive outlook based on its care ORA exposure.</li></ul>

Ryman Healthcare (RYM) has expanded its price cuts to approximately one-third of its portfolio, including serviced apartments, to boost sales and manage inventory.The New Zealand housing market remains a challenge for the aged care sector, but there are signs of stabilization with stable prices, declining mortgage rates, and increased turnover.Oceania Healthcare (OCA) is rated as the top pick in the aged care sector, with positive outlook based on its care ORA exposure.

Aged Care Sector Montgomerie-Ibbotson Aged Care Pricing Index

<ul><li>The aged care sector is showing signs of stability with unit and sales pricing holding steady despite Ryman Healthcare's selective price cuts.</li><li>Oceania Healthcare is rated OUTPERFORM due to its resilient demand focus and potential for debt reduction through inventory sell down.</li><li>The New Zealand housing market shows signs of recovery, with sales improving and a stable period for unit price buffers expected over the medium term.</li></ul>

The aged care sector is showing signs of stability with unit and sales pricing holding steady despite Ryman Healthcare's selective price cuts.Oceania Healthcare is rated OUTPERFORM due to its resilient demand focus and potential for debt reduction through inventory sell down.The New Zealand housing market shows signs of recovery, with sales improving and a stable period for unit price buffers expected over the medium term.

Aged Care Sector - Montgomerie-Ibbotson Aged Care Pricing Index

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<li>It takes approximately 15 years for a retirement village to be built and reach cash flow maturity, with an additional several decades of operational activity to follow.</li>
<li>The Aged Care sector operates on a time scale, where impacts from climate change are highly relevant.</li>
<li>In addition, the elderly are at the centre of the business model, some of the most vulnerable members of society. </li>
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It takes approximately 15 years for a retirement village to be built and reach cash flow maturity, with an additional several decades of operational activity to follow.
The Aged Care sector operates on a time scale, where impacts from climate change are highly relevant.
In addition, the elderly are at the centre of the business model, some of the most vulnerable members of society. 






<ul><li>On the face of it, little has changed in the aged care and NZ housing markets over the past six months.</li><li>House/unit prices are broadly flat and turnover remains a challenge.</li><li>But that hasn't stopped the aged care operators continuing to report record high sales numbers. </li></ul>

On the face of it, little has changed in the aged care and NZ housing markets over the past six months.House/unit prices are broadly flat and turnover remains a challenge.But that hasn't stopped the aged care operators continuing to report record high sales numbers. 

New Zealand

Ryman Healthcare Limited provides private health care services through its development, management and operation of retirement villages, nursing homes and geriatric hospitals.  The Company's facilities are located in Christchurch, Dunedin, Invercargill and Wellington.

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Ryman Healthcare (RYM NZ)

Aged Care Sector Digging Into Care—It’s Now ORA Never

Summerset (SUM) is the most levered to successful execution of its strategy, given the significant targeted increase in its ORA penetration.

Forsyth Barr

Aged Care Sector Montgomerie-Ibbotson Aged Care Pricing Index

Ryman Healthcare (RYM) has expanded its price cuts to approximately one-third of its portfolio, including serviced apartments, to boost sales and...

Forsyth Barr

Aged Care Sector - Montgomerie-Ibbotson Aged Care Pricing Index

The aged care sector is showing signs of stability with unit and sales pricing holding steady despite Ryman Healthcare's selective price cuts.

Forsyth Barr

Aged Care Sector

It takes approximately 15 years for a retirement village to be built and reach cash flow maturity, with an additional several decades of...

Forsyth Barr

Aged Care Sector - Montgomerie-Ibbotson Aged Care Pricing Index

vOn the face of it, little has changed in the aged care and NZ housing markets over the past six months. House/unit prices are broadly flat and...

Forsyth Barr

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52-week Range

Market Cap (USDm)

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