Report
Gareth James
EUR 100.00 For Business Accounts Only

Labor's Childcare Proposals are Positive for the Childcare Sector

The key takeaway from Arena’s first-half result was that the child care sector continues to strengthen following the introduction of the child care subsidy, or CCS, last July. Child care properties comprise around 85% of Arena’s portfolio by value and the combination of weak demand and an oversupply of child care centres has been a concern for investors over the past couple of years. However, the child care market is improving in line with our investment thesis, outlined in our February 2018 rep...
Underlying
Arena REIT

Arena REIT No. 1 (ARF1) is a Trust. The objective of the Trust is to generate and predictable income distributors to investors with earnings growth prospects over the medium to long term. The Company is a part of the Arena REIT Stapled Group.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Gareth James

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