Ryman Healthcare (RYM NZ): Strong Base Business Is Outshined by Regulatory Overhangs
Despite Ryman being an attractive bet on NZ’s booming retirement village sector, near-term regulatory and litigations overhangs are expected to...
266 Views
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...
479 Views
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...
1.3k Views
Oceania Healthcare: 1H22 Result; Costs Overshadow Strong Trends
Oceania Healthcare1H22 Result; Costs Overshadow Strong Trends OUTPERFORM Oceania Healthcare (OCA) reported a solid 1H22 result, slightly ahead of...
1.3k Views
Oceania Healthcare (OCA): 1H22 Result – Initial Impressions
Oceania Healthcare (OCA)1H22 Result – Initial Impressions Please note that Oceania has changed its year end from May to March which means that the...
1.2k Views