Ryman Healthcare (RYM NZ): Strong Underlying Growth Story; Current Macro Scenario Limits Upside
Ryman’s secular growth story is clouded by rising interest rate and falling property prices state. Resale income and unsold stock will be some of...
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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...
266 Views
IHH Healthcare’s Possible Privatisation by Mitsui
Mitsui, the largest shareholder, is currently exploring a proposal to privatise IHH. Overall, at the last close price, the downside risk is low...
349 Views
Metlifecare's Full-Year Results: MACs (Probably) Not Triggered
Today, Metlifecare Ltd (MET NZ)announced 2020 full-year results (to 30 June). The reported net loss after tax was NZ$33.7mn; but underlying profit...
357 Views
Metlifecare/EQT: The Retirement Solution
On the 6 July, ahead of the 10 July meeting to seek shareholder support to continue litigation against AVPG and EQT over their decision to...
371 Views