Should you care about Aged Care?

It’s never easy to pick turning points for a particular company or the economy. But therein lies the opportunity. After a bruising few years, is now a good time to revisit the investment case for New Zealand’s listed aged-care operators?

By: Tobias Newton Octagon Asset Management.

We think the key drivers for the sector have improved dramatically in recent quarters and see several tailwinds, listed below (in no particular order).

• Sector gearing has peaked, with interest burdens set to fall and cash flow improving
• Ballooning operating costs are finally being addressed by management across...MORE»

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