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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Ryman Healthcare - Metrics Matter
For the listed aged care operators, opaque and unusual representation of value creation has moved from a nuisance to business-critical.
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Ryman Healthcare - Two Growth Engines to Tap
Digital Hearts Holdings is a provider of QA testing for corporate customers, the second-largest in Japan by market cap. After a volatile FY3/24,...
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Ryman Healthcare - A Bitter Pill to Swallow, But a Necessary One
At its FY24 result Ryman Healthcare's (RYM) new management and board lifted the veil on a decade plus of opaque accounting practices and half...
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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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