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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Oceania (OCA) Acquires Two Villages for NZ$57m
Oceania Healthcare (OCA)Acquisition of Two Villages – Initial Impressions Oceania Healthcare (OCA) has this morning entered into agreements to...
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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...
281 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...
488 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...
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