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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Summerset Group - Through the Cycle Growth Continues
Summerset (SUM) delivered a solid 2Q24 sales update, with resales strong against the backdrop of a subdued New Zealand housing market.
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Summerset Group - FY23 — Less Cash, More of Everything Else
Summerset Group (SUM) reported strong FY23 underlying earnings and annuity EBITDA, driven by robust resale and new sale gains, partly offset by...
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Summerset Group - FY23 Preview — Debt and Build Rate in Focus
Build rates have been downgraded across all the aged care operators over the last year or so: will SUM be the first to increase?
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Summerset Group - Good End to 2023; Even Better Start to 2024?
Summerset (SUM) reported record new sales and resales in 4Q23, with resales in particular ahead of our expectations. The strong Q4 resales numbers...
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