[Stock idea]: GPT Healthcare – PAT up 66%, but occupancy fell. Here’s why that’s okay (for now)
GPT Healthcare’s Q1 numbers looked excellent: revenue grew 18% and profit grew 66%. Network occupancy, however, fell from 53% to 45.5%, and ARPOB rose 9% without any tariff hike. Both of those facts matter for how you read the next quarter. Below are our notes from the presentation and the concall, organized so you can go into Q2 results knowing what to check, but before that: Spread the Word: If you think our stock recommendations could add value to your friends,…

