24 July 2014

Aged Care Stocks


Aged Care related stocks on ASX:

Japara Healthcare (JHC)
Lifestyle Communities (LIC)
Ingenia Communities (IGA)
Aveo Group (AOG)

Related Links:
Four buys in aged care
3 growth stocks to profit from your parents
AFIC’s ‘next big thing’ stocks




Summary:


  • Japara Healthcare Limited (ASX: JHC) owns 35 aged-care facilities in Victoria, New South Wales, South Australia and Tasmania. Japara controls 3,000 of the 186,000 beds nationwide and will be looking for acquisitions. Ranks number five in the private sector with 35 facilities and 3075 places
  • Aveo – a market leader with 75 retirement villages and more than 9700 units in its portfolio, with another 2800 in development.
  • Ingenia owns a mix of MHE, rental villages and caravan parks. “The critical difference between INA’s MHE business and a typical retirement village is that residents own their residential home and therefore have control, with INA acting as a manager'.
  • Lifestyle Communities - develops affordable housing for over-55s known as manufactured home estates (MHE). It has nine villages with 1600 homes in development.

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