Retirement village operators

[Baa_Baa]

Ryman job ads illustrates staff shortage issues facing the health sector. https://www.stuff.co.nz/business/130...-so-many-staff

BNZ Health Insights Report https://www.bnz.co.nz/assets/PDF_Exc...hts-Report.pdf

[winner69]

Last weeks share rice update

Three went down and a couple went up

This week will be a good one --- the sector is about to pivot to better times ....onwards and upwards from here

[alokdhir]

Last weeks share rice update

Three went down and a couple went up

This week will be a good one --- the sector is about to pivot to better times ....onwards and upwards from here

What makes u think so ? As they are not going down any further ? Or they become very attractive value plays ? Or generally U think worst is over ?

Though I am happy with your positive thoughts ....maybe unlike many others who are happy to still keep expecting deeper and deeper lows without actually being short on the market ...lol

[winner69]

The secular bear that started in this sector 7 years ago continues with the average P/B ratio now well below 1

Might 'pivot' soon

[Balance]

The secular bear that started in this sector 7 years ago continues with the average P/B ratio now well below 1

Might 'pivot' soon

The dividend yields are pathetic! And that’s after the share prices have fallen hugely.

Neither capital growth nor dividend yield stocks - what are they?

Maybe $$$$ for the management stocks?

[alokdhir]

The secular bear that started in this sector 7 years ago continues with the average P/B ratio now well below 1

Might 'pivot' soon

I am really looking forward to that Pivot as now there is less risk on downside then rewards on upside ...SUM is my favourite and hopefully it will lead the rally of this sector in next 6-12 months ...I am patiently waiting

[FTG]

The secular bear that started in this sector 7 years ago continues with the average P/B ratio now well below 1

Might 'pivot' soon

Maybe it will, but maybe it shouldn't (yet)?

The weighted average P/B for the sector is still well over 1. So perhaps the more conservative investors will keep sitting on their hands for a we while longer?

[winner69]

Weekly share price update

RYM led the way in another down week for the sector - the rerating continues

Changed Ryman's Book Value so P/B now only 1.1

[peat]

Savage
except for Sum
3853AB9D-C313-4EBF-8ECB-21AF224D7D1B.jpg

[winner69]

Results to date -

SUM Half Year June +9.2%
RYM Half Year Sept +44.8%
OCA Half Year Sept +1.1%

Seems the more you make the more the share price goes down .....so 'disappointing' numbers might be good

RAD tomorrow and ARV next week

Wonder what market reaction to their reports will be....or has ARV in particular suffered enough

Just proves what they say — earnings don't matter ...it's all about the story ...and market sentiment.