Arvida Group - 1H24 Result — A Hard Half
Excluding an insurance accrual and development gains from non-cash transfers of residents treated as sales, we estimate underlying earnings were...
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Arvida Group - Debt Juggernaut Rumbling On: NEUTRAL
Arvida Group (ARV) provided an update on drawn debt, implying meaningfully higher debt versus our and Visible Alpha consensus forecasts.
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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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Aged Care Sector - It's Always Darkest Before the Dawn
The aged care sector has had another tough month, led by Ryman Healthcare (RYM) down ~-12%, re-tracing most of its post capital raise performance.
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Arvida Group (ARV): FY23 Result – Initial Impressions
Arvida (ARV) reported a solid FY23 result, broadly in-line with our and consensus expectations with several of the key metrics having been pre...
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