bearish
Ryman Healthcare (RYM NZ): Strong Base Business Is Outshined by Regulatory Overhangs
281 Views26 Apr 2022 21:01
SUMMARY
- Ryman Healthcare (RYM NZ) is expected to see pent-up demand, with the gradual re-opening of New Zealand. Long-term demand environment is expected to be positive, due to favorable macro tailwind.
- However, the company is facing regulatory risk. One of its sites in Australia has ongoing litigation risk. Possibility of renewed COVID-19-related restrictions can not be overruled.
- While Ryman has long-term growth engines, these overhangs may limit the near-term upside potential of Ryman shares.
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Rising
Tina Banerjee
Global Healthcare Analyst
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