Summerset Group: 4Q22 Sales — Not Immune to Slowdown
Summerset (SUM) released its 4Q22 sales metrics with some brief comments on the current environment and acknowledged the “tough market conditions”...
268 Views
Summerset (SUM): 4Q22 Metrics – Sales of Occupation Rights
Summerset (SUM) released its 4Q sales metrics with some brief comments on the current environment; in the fourth quarter SUM had 139 new-sales and...
243 Views
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
Summerset Group: So Far So Good — Not Immune to Weak Market
Summerset (SUM) held a confident investor day in Auckland on Thursday, 8 December 2022 and we walk away with three main takeaways; (1) demand as...
308 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