LLoyds Moffatt of Wickhams Hill spoke at the Sohn Hong Kong 2024; Lloyds is a fundamental-value investment analyst who specializes specializes in events and soft catalysts. With experience on both the buy-side and sell-side, he has focused on small and mid-cap companies in ASEAN, Australia, and HK/China. At the Sohn Hong Kong 2024 conference, Lloyds Moffatt presented a comprehensive analysis of the Australian retirement community sector, honing in specifically on one company.
Understanding the Business Model
Moffatt started by explaining the unique business model of Lifestyle Communities. These communities offer a hybrid of home ownership and land lease, which operates under legislation similar to...
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