Stock Takes: Forsyth Barr cuts retirement village valuations and downgrades Oceania Healthcare

Stock Takes: Forsyth Barr cuts retirement village valuations and downgrades Oceania Healthcare

Jamie GrayBusiness Reporter·NZ Herald·12 Nov, 2026 04:00 PM6 mins to read‌The analysts continue to see value in Ryman Healthcare and Summerset. The analysts continue to see value in Ryman Healthcare and Summerset. The aged-care sector has fundamentally changed to the extent that retirement village company valuations must reflect that reality, Forsyth Barr says. In a report, the broker said the rapid portfolio growth and property gains that once supported premium valuations have given way to slower development, weaker cash returns and greater

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