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 - Montgomerie-Ibbotson Aged Care Pricing
After four turbulent years in the housing market, both generally and within the aged care sector specifically, we are broadly back to normal across...
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Oceania Healthcare - 1H24 Result — Weak Yet Reassuring
The weakness was undramatic and primarily related to increased village opex, driven by two village openings and slightly higher corporate overheads...
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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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Oceania Healthcare: FY23 — Turnaround Delayed but Not Cancelled
Oceania Healthcare (OCA) reported an underwhelming FY23 result, with a few redeeming features; OCA has delivered opaque earnings over the last few...
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