Aged Care Sector: Tide Is Going Out; Debt Coming to the Surface
The three aged care stocks with March year ends (Ryman [RYM], Arvida [ARV] and Oceania [OCA]) have tripled net debt over the last five years; As a...
311 Views
Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index (15-March-2023)
Another tough month for the aged care stocks, down between -10% and -15%, has likely been driven to a significant degree...
235 Views
2022 in Rear Mirror View: Top Performers From My Global Healthcare Coverage Universe
From my coverage universe, two Taiwanese stocks generated 59% and 71% returns in nearly six months. New product launch and geography expansion are...
942 Views
Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index (13-Dec-2022)
Our Montgomerie-Ibbotson (MI) index decreased very slightly in November, down -0.1% versus October 2022 and up +5.1% vs November 2021 - this is the...
488 Views
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...
396 Views