Discover and read the best of Twitter Threads about #AssetLight

Most recents (2)

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
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
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.
Read 7 tweets
#WelspunCorp- Soon out of the Woods

#CMP - 60
#MarketCap - 1,565 cr
#Industry - Pipes & Plates
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.
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.
Read 25 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!