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...
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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...
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Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing ​​​Index
Despite the biggest (nominal) house price decline in NZ for at least 50 years, our Montgomerie-Ibbotson (MI) aged care pricing index increased ever...
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Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index; Crunch Time
The latest REINZ data for July confirmed that NZ is in the midst of its biggest (nominal) house price decline for at least 50 years
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Ryman Healthcare Contracting Silver Lining
Ryman Healthcare (RYM) delivered a mixed 1Q27 trading update. However, a +7% year-over-year increase in resale contracts during the quarter points...
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