Summerset Group: Enough De-Rating; Upgrade to OUTPERFORM
Summerset GroupEnough De-rating; Upgrade to OUTPERFORM OUTPERFORM Summerset (SUM) has delivered the strongest organic earnings, asset, and cash...
1.1k Views
Aged Care: Valuation Support Versus Negative Momentum
Aged CareValuation Support versus Negative Momentum Omicron has arrived in NZ and with it an acceleration of the underperformance in the aged...
1.4k Views
Aged Care Sector: Montgomerie–Ibbotson Aged Care Pricing Index
Aged Care SectorMontgomerie–Ibbotson Aged Care Pricing Index Re-pricing of aged care units has continued unabated over the last few months. Our...
387 Views
Summerset Group: 1H21 Result — Unfazed
Summerset Group1H21 Result — Unfazed NEUTRAL Summerset (SUM) reported a strong 1H21 result largely in-line with our expectations across key...
900 Views
Summerset (SUM): 1H21 Result – Initial Impressions
Summerset (SUM)1H21 Result – Initial Impressions Summerset (SUM) reported a strong 1H21 result, in-line with our estimates on most P&L metrics...
921 Views