-- 杰富瑞周一在一份报告中指出，Regis Healthcare（澳交所代码：REG）有望受益于政府对养老护理行业的投入增加，并补充说，他们正在等待本月即将公布的联邦预算案的进一步说明。 政府已宣布计划向养老护理行业投资30亿澳元，其中包括提高住宿补贴。 这家投资公司假设，如果Regis旗下40%的住户每天获得15澳元的额外住宿补贴，那么该公司未来12个月的每床位EBITDA有望增长约10%。Regis预计2026财年的基本EBITDA约为1.35亿澳元。 尽管Regis的入住率接近满负荷，但杰富瑞对其2027财年的前景依然充满信心，因为Regis正在持续扩大其业务范围，并提高缴纳可退还住宿押金（RAD）的住户比例。该公司报告称，第三季度成熟养老院的平均入住率为95.9%。 杰富瑞维持买入评级，并将目标价上调 35% 至 9 澳元。
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