Ryman Healthcare: A Necessary Pivot Towards Cash Recycling
Ryman Healthcare (RYM) held an investor day focussed on the long term strategic direction of the company and our overarching impression is that the...
136 Views
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...
172 Views
Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index
Despite the biggest (nominal) house price decline in NZ for at least 50 years, our Montgomerie-Ibbotson (MI) aged care pricing index increased ever...
145 Views
Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index; Crunch Time
The latest REINZ data for July confirmed that NZ is in the midst of its biggest (nominal) house price decline for at least 50 years
237 Views
Aged Care Sector: Montgomerie-Ibbotson Aged Care Pricing Index
Aged Care SectorMontgomerie-Ibbotson Aged Care Pricing Index Our Montgomerie-Ibbotson (MI) aged care pricing index increased ever so slightly in...
693 Views