aged care

Equities
Shane Fitzgerald

For our Livewire Christmas Cracker, we discuss why we have shorted a number of Aged Care stocks. Firstly, because of the upcoming Royal Commission. and secondly, the risk to incoming bed pricing and the associated RAD flows due to the slowdown in the housing market. The potential impacts from the upcoming... Show More

PM Capital

Historically, our view has been that there is a supply and demand imbalance in the aged care sector, with the lack of supply and rising demand only going to be exaggerated over the next few years as the bulge bracket of the Australian population moves deeper into retirement. The proportion... Show More

Andrew Stanley

Aged-care operator, Japara Healthcare (ASX:JHC), provides exposure to the strong thematic of Australia's ageing population and its need for high acuity care that many Australians will require. Unlike retirement village living, aged care is not a discretionary decision for many. Show More

James Gerrish

The aged care space has been battered since late 2015 and Japara's (JHC) result yesterday did not help, with the stock falling 5.9% to $1.90. The question we ask ourselves is it time to step up and buy the sector which clearly should benefit from an ageing Australian population -... Show More

Livewire Exclusive

Following reporting season, a number of previously well-loved sectors have fallen out of favour with the market. Outdoor advertising, aged care operators, and telecommunications companies have all seen falls of around 30%. Despite the well-established difficulties of operating in the aged care sector, investors got “over-excited” about this area and... Show More

Patrick Poke

A number of analysts have downgraded Australia's aged care operators following a 'clarification' from the government on the types of fees that can be charged: https://agedcare.health.gov.au/programs/residential-care/charging-fees-for-additional-care-and-services-in-residential-aged-care-including-capital-refurbishment-type-fees Show More

Andrew Macken

Australia’s residential aged care providers are seemingly simple businesses that operate provide accommodation and socially-imperative care for our elderly in return for a fee. However, the economics of these businesses are surprisingly complex. Probably the most confusing aspect relates to Refundable Accommodation Deposits (RADs). Think of RAD as a deposit... Show More

Livewire Exclusive

“One strongly performing part of our little market, where we’ve all milked great returns and complacency has set in is the aged care sector,” said Ben Griffiths, Portfolio Manager at Eley Griffiths Group, at the recent Livewire Live forum in Sydney. “It’s not a deep slumber, but certainly some complacency... Show More

Livewire Exclusive

The Aged Care Financing Authority (ACFA) has indicated that growth in the ageing population will result in additional demand for 75,000 new beds/licenses in residential aged care facilities by 2022. Heathley has recently launched its Aged Care Property Fund, designed to provide investors with access to the anticipated growth in... Show More

Livewire Exclusive

Heathley has recently launched its Aged Care Property Fund, designed to provide investors access to the anticipated growth in the Aged Care sector. Managing Director Andrew Hemming says “the ageing population is a significant demographic force in our economy and it’s estimated we will need a further 75,000 beds by... Show More

Livewire News

Barbarczy: Response to deflationary concerns. Sectors such as healthcare and aged care are two we are favourably disposed to, as both exhibit structural growth due to an aging of populations globally as well an above-average input cost inflation. We do not believe that government-funding models will look to aggressively cut... Show More