Aged Care Sector: FY22 Preview; Low Expectations
Aged Care SectorFY22 Preview; Low Expectations The three more care exposed aged care operators Arvida (ARV), Oceania Healthcare (OCA),...
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Arvida Group: Strong 2H Resales; Increased FY23 Confidence
Arvida GroupStrong 2H Resales; Increased FY23 Confidence OUTPERFORM We walk away from Arvida's (ARV) 2H22 investor update with three key...
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Arvida Group (ARV): 2H22 Sales Update – Initial Impressions
Arvida Group (ARV)2H22 Sales update – Initial Impressions Arvida released a strong 2H22 sales update to the market this morning. Comparisons with...
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Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index
Aged Care SectorMontgomerie-Ibbotson Aged Care Pricing Index Sentiment has soured quite dramatically towards the aged care sector since our last...
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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...
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