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Thread on Aster DM Healthcare:
#SpecialSituation #Brownfield #AssetLight
Special Thanks to:
@AdityaKhemka5 - for idea generation
@soicfinance - for teaching how to analyse the sector
@NeilBahal - for educating us on special situations
#SpecialSituation #Brownfield #AssetLight
Special Thanks to:
@AdityaKhemka5 - for idea generation
@soicfinance - for teaching how to analyse the sector
@NeilBahal - for educating us on special situations
1st on the sector - Sector is shallow cyclical.
The hospital industry, like the hotel ind, is consolidating, and well-known brands are drawing more interest
According to estimates, this industry might offer 7.7 trillion dollars in opportunity in FY25, up from 4.5 trillion in FY22
The hospital industry, like the hotel ind, is consolidating, and well-known brands are drawing more interest
According to estimates, this industry might offer 7.7 trillion dollars in opportunity in FY25, up from 4.5 trillion in FY22
Business Model:
In this sector, companies have considerable pricing power and control how many days a customer use their services, how much he/she spend, among other factors.
Where the hospital provides the complete ecosystem, customer stickiness is inevitable.
In this sector, companies have considerable pricing power and control how many days a customer use their services, how much he/she spend, among other factors.
Where the hospital provides the complete ecosystem, customer stickiness is inevitable.
Biggest #COVID19 casualty
Post Jan2020, the #crudeoil prices collapsed 60-70%. The company has major dependence on global oil & gas players for its order book.
Post Jan2020, the #crudeoil prices collapsed 60-70%. The company has major dependence on global oil & gas players for its order book.
However, we feel Welspun Corp’s strong cash & investment position in the #balancesheet and very low #longtermdebt will help the company withstand the current turmoil and bounce back stronger.
