Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index (13-Dec-2022)
Our Montgomerie-Ibbotson (MI) index decreased very slightly in November, down -0.1% versus October 2022 and up +5.1% vs November 2021 - this is the...
403 Views
Aged Care Sector: What If? Fast Track to Ex-Growth
The aged care sector is valued around or significantly below equity book value, which suggests to us that the market is losing confidence not only...
297 Views
Ryman Healthcare: 1H23 Result — Capital Constrained?
Ryman Healthcare (RYM) added a further NZ$400m of net debt in 1H23 against our expectations of ~NZ$150m and now carry ~NZ$3bn of debt; the...
252 Views
Ryman (RYM): 1H23 Result – Initial Impressions
Ryman (RYM) reported a 1H23 result in-line with our expectations due to strong re-sale gains offset by higher costs and weak new-sale gains;...
350 Views
Ryman Healthcare: 1H23 Preview — Costs, Cash & Care
Ryman Healthcare (RYM) reports its 1H23 earnings on Friday, 18 November, which will be the first of the aged care companies to report this earnings...
342 Views