Summerset Group: Enough De-Rating; Upgrade to OUTPERFORM
Summerset GroupEnough De-rating; Upgrade to OUTPERFORM OUTPERFORM Summerset (SUM) has delivered the strongest organic earnings, asset, and cash...
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Aged Care: Valuation Support Versus Negative Momentum
Aged CareValuation Support versus Negative Momentum Omicron has arrived in NZ and with it an acceleration of the underperformance in the aged...
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Aged Care Sector: Montgomerie–Ibbotson Aged Care Pricing Index
Aged Care SectorMontgomerie–Ibbotson Aged Care Pricing Index Re-pricing of aged care units has continued unabated over the last few months. Our...
267 Views
Summerset Group: 1H21 Result — Unfazed
Summerset Group1H21 Result — Unfazed NEUTRAL Summerset (SUM) reported a strong 1H21 result largely in-line with our expectations across key...
790 Views
Summerset (SUM): 1H21 Result – Initial Impressions
Summerset (SUM)1H21 Result – Initial Impressions Summerset (SUM) reported a strong 1H21 result, in-line with our estimates on most P&L metrics...
763 Views