Summerset Group (SUM): Quarter 2 Sales Activity and 1H20 Earnings Guidance
Summerset Group (SUM) Strong 1H, our First COVID Read-through suggests little demand destruction Summerset Group (SUM) has announced total sales of...
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Aged Care Sector: Transfer of Coverage
Aged Care Sector Transfer of Coverage We transfer research coverage of the Aged Care sector which includes Arvida Group (ARV), Metlifecare (MET),...
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Summerset Group: Tracking Well Pre Lockdown
Summerset Group Tracking Well Pre Lockdown OUTPERFORM Summerset Group (SUM) has announced total sales of 141 retirement village units for the...
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Summerset Group: No Sunset at Summerset
Summerset Group No Sunset at Summerset OUTPERFORM We have lowered our near-term earnings and our target price for SUM based on an operating...
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Conviction List: Add Infratil (IFT), SKYCITY (SKC), Spark (SPK), and Summerset (SUM)
Conviction List Add Infratil (IFT), SKYCITY (SKC), Spark (SPK), and Summerset (SUM) We double the size of our conviction list from four to eight...
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