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  Think ChildCare  
 
 
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  #31  
No Leído 28-jun-2017, 21:17
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Is Childcare Australia’s Golden Investment Opportunity?

27th June 2017 | Category: Australia, Commercial, Companies, News, Opinion, Research, Transactions | Staff Writer

By Michael Kark, Director of Monark Property Partners
New government childcare rebates, coupled with a number of other well-timed market changes, have seen the Early Childhood Development and Care (ECDC) industry become an asset class to watch for astute investors.
A recent white paper, Child Care: Australia’s Burgeoning Real Estate Investment Class, by Colliers International identified an 800 per cent increase in the number of sales of child care centres from 2008 to 2016, with the highest volume of activity concentrated across the east coast.
The growth of the industry is supported by several key factors that effectively de-risk the asset class.
History of strong yields

The childcare industry has historically recorded higher yields and stronger transaction volumes than its counterparts in the office, retail and industrial sectors. For example, in September 2010 the highest yield of the past decade was recorded at 14 per cent garnered.
The spate of new competition amongst childcare operators and investors saw a sharpening of transaction yields and as a result, the industry is showing clear signs of maturity as the performance gap closes compared to other sectors.
As the market matures industry yields have consolidated. According to Savills Australia, yields have been peaking at the 6 to 7 per cent range over the past 12 to 18 months

Long term tenancy agreements

Unlike other commercial asset classes where tenancy agreements tend to be an average of ten years, the ECDC industry leases are normally 15 to 20 years, providing more certainty and stability for landlords and investors.
The stability of these tenancy agreements are amplified by the triple net-lease tenancy model used throughout the market. Under this agreement, operators are responsible for paying the building property taxes, insurance and maintenance which, under most other lease types, would fall to the landlord.
Government support

In May this year, the federal budget outlined significant changes to the childcare rebate system and will soon offer subsidies relative to income – skewed to favour lower income earners.
To take effect on 1 July 2018, the new childcare packages will provide families earning less than $65,000 per annum with an 85 per cent rebate, tapering off to 20 per cent for households earning $250,000 – $340,000.
The government objective is to incentivise families to return to work by increasing accessibility to childcare services, which may have been, until now, out of reach. A secondary objective is to invest in ECDC industry and positively impact yields, which will attract investment and generate competition and enforce pressure for higher quality of child care services nationwide.

Steady demand

According to a report released in 2017 by Early Childhood Development Agency (ECDA) since 2013 there has been a 39 per cent increase in the number of children enrolled in child care facilities and only 26 per cent increase in the number of child care centres nationwide.
The increased demand was underpinned be steady population growth as well as the female workforce participation rates, which have been on a consistent upturn since the 1980s.
The legislative changes ensure resilience of consumer income in an economic downturn for this asset and reinforces the childcare freehold as a protected asset class.
“When the above is considered, the case for child care as an asset class becomes compelling,” Colliers International said in their report.
“There are few asset classes that are comparable in terms of being able to offer secure, long-dated income profile that is underpinned by explicit government support.
“This asset is future-proofed with a long history of good performance and underlying social trends that continue to support its strength.
“Backed by a sound track record and with more potential to be unlocked come 1 July 2018, developers would do well to factor this strength into their portfolios for the years ahead.”
About Michael Kark: Michael is a co-founder and Executive Director of Monark Property Partners.
Within Monark, Michael is primarily responsible for setting the strategic direction, deal execution, capital raising and overseeing transaction management. Michael has a detailed understanding of property finance and a strong track record of managing third party capital.
Prior to establishing Monark Property Partners, Michael was the head of Development Asset Finance for a boutique property finance business. Prior to that Michael spent 8 years as an executive within the property division of an international investment bank. Michael started his career as a senior consultant at an international accounting firm.
Michael holds a Master of Business Administration and a Bachelor of Medicine and Surgery from the University of Cape Town


  #32  
No Leído 12-jul-2017, 20:33
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  #33  
No Leído 19-jul-2017, 21:12
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  #34  
No Leído 24-jul-2017, 21:34
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Nuevo tirón al alza, cada vez más cerca de los máximos y de publicación de resultados
  #35  
No Leído 26-jul-2017, 20:54
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A punto de batir los máximos históricos de nuevo


  #36  
No Leído 26-jul-2017, 21:08
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La empresa irá adquiriendo nuevos centros en los próximos años para seguir creciendo y actualmente tiene per 14.


Think Childcare Ltd (ASX: TNK)
Although it may not be as well-known as industry giant G8 Education Ltd (ASX: GEM), this fledgling childcare centre operator certainly wants to change that. At present Think Childcare operates 38 centres throughout Australia. But thanks to having a pipeline of 62 newly developed, purpose built childcare centres around Australia waiting to be acquired progressively over the next five years, the company has a significant runway for growth. I expect this to result in above-average earnings and dividend growth for the foreseeable future. Currently Think Childcare’s shares provide a trailing fully franked 4% dividend.

http://www.fool.com.au/2017/07/24/be...vidend-shares/
  #37  
No Leído 26-jul-2017, 21:37
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Estudio demanda de los últimos años en centros de cuidado de niños


Steady demand
According to a report released in 2017 by Early Childhood Development Agency (ECDA) since 2013 there has been a 39 per cent increase in the number of children enrolled in child care facilities and only 26 per cent increase in the number of child care centres nationwide.

The increased demand was underpinned be steady population growth as well as the female workforce participation rates, which have been on a consistent upturn since the 1980s.

The legislative changes ensure resilience of consumer income in an economic downturn for this asset and reinforces the childcare freehold as a protected asset class.

“When the above is considered, the case for child care as an asset class becomes compelling,” Colliers International said in their report.

“There are few asset classes that are comparable in terms of being able to offer secure, long-dated income profile that is underpinned by explicit government support.

“This asset is future-proofed with a long history of good performance and underlying social trends that continue to support its strength.

“Backed by a sound track record and with more potential to be unlocked come 1 July 2018, developers would do well to factor this strength into their portfolios for the years ahead.”

About Michael Kark: Michael is a co-founder and Executive Director of Monark Property Partners.

Within Monark, Michael is primarily responsible for setting the strategic direction, deal execution, capital raising and overseeing transaction management. Michael has a detailed understanding of property finance and a strong track record of managing third party capital.

Prior to establishing Monark Property Partners, Michael was the head of Development Asset Finance for a boutique property finance business. Prior to that Michael spent 8 years as an executive within the property division of an international investment bank. Michael started his career as a senior consultant at an international accounting firm.



Is Childcare Australia's Golden Investment Opportunity? - TheUrbanDeveloper.com
  #38  
No Leído 03-ago-2017, 20:10
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Cita:
Originalmente Escrito por sevilla2014 Ver Mensaje
A punto de batir los máximos históricos de nuevo


Think Childcare Ltd
(ASX: TNK)


One reason I’m particularly bullish on Think Childcare is its pipeline of newly developed, purpose built childcare centres around Australia which are waiting to be acquired progressively over the next five years from its incubators.

I believe this will provide it with a long runway for growth which makes this childcare provider a great buy and hold investment option. Right now its shares provide a market-beating trailing fully franked 4.2% dividend, but this could grow significantly in the future if its expansion goes to plan.

If you like dividend shares like Think Childcare and Tassal, then check out
these five dividend stars as well.




http://www.fool.com.au/2017/08/03/2-...shopping-list/
  #39  
No Leído 04-ago-2017, 20:33
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Think Childcare Ltd (ASX: TNK) — owner and acquirer of childcare centres

Relative to the two companies above, Think Childcare is a relative newbie. It has only been listed since 2014, which means it is only just getting to the point where investors have a decent little track record to look at. However, it does seem to be delivering on its promises, generating steady growth in profits, cashflow and dividends. The CEO and founder owns over 30% of the shares on issue, so he has plenty of incentive to treat shareholders well. Think Childcare is the most conventionally cheap of the companies on this list and I may well buy more shares after the upcoming results if the results are pleasing.

While I really like and own each of these companies, it has to be said that small-cap investing is not for the feint hearted. These stocks can be volatile and you should have the stomach to take significant volatility — and that’s even if things go well. For those of you that prefer attractive dividends, I recommend checking out the stock named in this free report.

I suggest you check out the company named in this this free report since my friend and colleague highly recommends it. Personally, I have recommended a similar company.

You might not know this market leader, but it's making waves in Asia and already boasts a term-deposit-crushing dividend of almost 5%. A debt free balance sheet and dominant market position at home and abroad mean this company offers investors income and some real-deal growth potential.

http://www.fool.com.au/2017/08/05/3-founder-led-small-caps-i-would-buy-right-now/
  #40  
No Leído 07-ago-2017, 16:59
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Atentos que publican en breve y tiene que haber fuerte crecimiento. Hay baby boom en Australia y la empresa ha ido adquiriendo nuevos centros. Yo espero que siga creciendo con fuerza.



Australians are paying more for childcare than mortgages and food, leading to calls for action


Lanai Scarr, News Corp Australia Network

August 5, 2017 4:00pm

Subscriber only

CHILDCARE costs are driving Australian families to breaking point with an exclusive survey for News Corp Australia finding close to 40 per cent are paying more than or equal to their mortgage in out of pocket payments each week.

Close to a third are paying double their grocery bills — after the government rebate — and one in five are paying triple their weekly grocery shop.

Alarmingly 34 per cent of respondents in the survey conducted for News Corp Australia by
The Parenthood said they have been late paying their bills, mortgage or rent because of childcare.


A total of 21 per cent of respondents say they are basically working to pay for childcare with 57 per cent only marginally better off working.

Today News Corp Australia will shine a light on the pain parents are enduring to send their children to childcare and look at ways we can reform our “broken system”.

Despite the recently legislated changes to childcare to come into force in July 2018, which are a great first step, many hardworking professional families say childcare costs will still cripple their weekly budget and the system needs further root and branch reform.

http://www.dailytelegraph.com.au/lif...c54-1502117526
  #41  
No Leído 16-ago-2017, 21:04
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Publicación de resultados. Veo un buen crecimiento aunque la acción no ha dado tirón de momento.

Npat un 68% de crecimiento
Ebitda un 72%
Crecimiento por acción un 62%, actualmente cotizaría a per 15.
Darán un dividendo de 4c por acción y adquisición de nuevo centro.
Veo potencial
http://www.asx.com.au/asx/statistics...ame=D&period=W
  #42  
No Leído 25-ago-2017, 20:15
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Rebote en el soporte, los resultados han sido buenos, siguen creciendo y por técnico parece ir buscando los máximos de nuevo


  #43  
No Leído 31-ago-2017, 21:27
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With An ROE Of 27.82%, Has Think Childcare Limited’s (ASX:TNK) Management Done A Good Job?




https://simplywall.st/news/2017/08/1...ne-a-good-job/


El indicador financiero más preciso para valorar la rentabilidad del capital es el Return on Equity (ROE). Este ratio mide el rendimiento que obtienen los accionistas de los fondos invertidos en la sociedad; es decir, el ROE trata de medir la capacidad que tiene la empresa de remunerar a sus accionistas

 

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