OCA - Oceania Group - retirement villages

[Rawz]

Down 2 cents today …2.06%

Just highlighting that such a drop reported in property prices will probably reduce that much touted ‘embedded value’ which as the lead indicator of future profits is not good.

But I should realise it’s not the thing to say anything that could upset the believers ….but I don’t think I’ll apologise for this.

this thread is a proxy thread for the sector in general anyway so just a good as any place to share my thoughts

Keep the posts coming W69

Disc. Hold OCA

[bottomfeeder]

Tough economy these days. Hard to tell where we are going to end up in the next year or so with inflation, interest rates etc.

I think it would be only panic that would make one sell at this SP.

[bull....]

Down 2 cents today …2.06%

Just highlighting that such a drop reported in property prices will probably reduce that much touted ‘embedded value’ which as the lead indicator of future profits is not good.

But I should realise it’s not the thing to say anything that could upset the believers ….but I don’t think I’ll apologise for this.

this thread is a proxy thread for the sector in general anyway so just a good as any place to share my thoughts

too true winner guess the nta might fall in time

[bull....]

forgot to add guess the us inflation figure last night probably making investors in NZ think is our inflation going to get better ? of course if it doesnt rbnz will have to keep hiking making property stocks less attractive

[Rawz]

forgot to add guess the us inflation figure last night probably making investors in NZ think is our inflation going to get better ? of course if it doesnt rbnz will have to keep hiking making property stocks less attractive

USA 100% going to export their inflation to the world. hard to see NZ dodging it. Hard to see rates not go higher.

[Ggcc]

forgot to add guess the us inflation figure last night probably making investors in NZ think is our inflation going to get better ? of course if it doesnt rbnz will have to keep hiking making property stocks less attractive

All stocks that are dividend bearing will be less attractive if the OCR increases, unless the business is growing above rate of inflation.

[MauroNZ]

All stocks that are dividend bearing will be less attractive if the OCR increases, unless the business is growing above rate of inflation.

Probably this is a good text:

https://thespinoff.co.nz/business/08...cost-of-living

[bottomfeeder]

https://home.nzcity.co.nz/news/article.aspx?id=361929

Looks like housing demand is set to increase, as well as prices, as well as inflationary pressures. OCA is poised to meet SP predictions, up up and away. It all depends which news you are prepared to believe.

[RTM]

All stocks that are dividend bearing will be less attractive if the OCR increases, unless the business is growing above rate of inflation.

That may be true...however...what is the alternative ?
A deposit with General Finance ?

[Baa_Baa]

That may be true...however...what is the alternative ?
A deposit with General Finance ?

It's been a long time, but the dividend payers will be realising their attraction to investors wanes when the returns on cash deposits and bonds increases, so they start increasing dividends to compete, move to quarterly dividends, buy-back stock, etc.