Global Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure
Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on...
540 Views
Summerset Group Holdings - Cash Generative Compounding Machine at Attractive Valuations !!
Elevator Pitch:Summerset (SUM) and Ryman (RYM) have a unique business model that is a mix of a healthcare operator, real estate developer and...
175 Views
Surge in Prices for Units Prompts 5% Increase in Ryman FVE to NZD 10
Ryman Healthcare’s first-half fiscal 2018 earnings growth of 11.4% to NZD 17 cents per share exceeded expectations mainly due to a jump in profit...
122 Views
Oceania Healthcare IPO Review - An Inexpensive Aged Care Facility Operator and Developer
Oceania Healthcare (OCEANIA AU) is looking to raise approximately US$139m in its upcoming IPO. Proceeds raised will be used to reduce debt and to...
589 Views
Ageing Australia Remains a Positive Tailwind for Aveo
Aveo is substantially ramping up the number of retirement living units it develops annually, but we don’t think investors fully appreciate the...
154 Views