Discover and read the best of Twitter Threads about #HCG
Most recents (6)
Indira IVF has 114 Centres. Did 40K IVF procedures in 2022 & is India’s No.1 Infertility clinic.
BLACKSTONE, KKR , BAIN everyone wants to snap it for $1 BN. ⚡️
FY23 Revenue : 1250 Cr. // EBITDA -350 Cr.
It’s expected to be $3 BN. Market by 2030 .
#Healthcare #IVF
BLACKSTONE, KKR , BAIN everyone wants to snap it for $1 BN. ⚡️
FY23 Revenue : 1250 Cr. // EBITDA -350 Cr.
It’s expected to be $3 BN. Market by 2030 .
#Healthcare #IVF
India sees around 3.37L cycles of IVF in a year & AIIMS Research says this is only slated to grow with Marriageable age on the rise in India . They expect 10-15% of married couples will undergo this treatment.
IVF typically costs are 1.5-2L today . Do your maths
IVF typically costs are 1.5-2L today . Do your maths
The Steely Determination Of The Richest Man in Canadian Lending
I don't really know Stephen Smith. When we walk past each other at a Trade Show he might say, "Hi Ron" and I will reply "Hi Mr. Smith" (He started at Zero to $3B, so he will always be Mr. Smith in my mind)
2/
I don't really know Stephen Smith. When we walk past each other at a Trade Show he might say, "Hi Ron" and I will reply "Hi Mr. Smith" (He started at Zero to $3B, so he will always be Mr. Smith in my mind)
2/
But I have known of him and watched what he's done and talked endlessly about him with others in our business all these 28 years
He and John Webster at Scotia Bank are the entire Genesis of the Mortgage Brokerage Business in Canada. They are the Founders and the Builder's
3/
He and John Webster at Scotia Bank are the entire Genesis of the Mortgage Brokerage Business in Canada. They are the Founders and the Builder's
3/
I was happy to learn of his acquisition of Home Trust (#HCG) because he is the perfect buyer, so much better than Brookfield or Fairfax
He is endlessly right in his deal making, incredible success at First National, the deal of the decade at Canada Guaranty ($1.3B profit)
4/
He is endlessly right in his deal making, incredible success at First National, the deal of the decade at Canada Guaranty ($1.3B profit)
4/
#HCG 🧵to provide key technical analysis insight & learning through one of popular stock HCG (valid for long term investors & traders)
Please note there are no GOD rules in technical analysis, but discipline makes a rule GOD for us when transactions go for a toss
Keep reading..
Please note there are no GOD rules in technical analysis, but discipline makes a rule GOD for us when transactions go for a toss
Keep reading..
Let us focus on 2 things:
1. Why as an investor I start any chart reading with monthly chart for longer term direction
2. Why relative performance matters
1. Why as an investor I start any chart reading with monthly chart for longer term direction
2. Why relative performance matters
1. Importance of monthly charts: peaceful investing without much churn in portfolio and daily tracking (this is one of the ways, not the only way or best way to take decisions).
a. Exit: If one would have simply plotted relative performance with respect to NIFTY, he would
a. Exit: If one would have simply plotted relative performance with respect to NIFTY, he would
A thread on #HCG #Hospital 🧵
This Cancer Speciality Hospital is all set to enter the "Growth without CAPEX Mode"
I would also like to thank some of the Fund Managers/ Educators for sharing their knowledge.
Disc: Invested & Biased, kindly don't treat this as a recommendation.
This Cancer Speciality Hospital is all set to enter the "Growth without CAPEX Mode"
I would also like to thank some of the Fund Managers/ Educators for sharing their knowledge.
Disc: Invested & Biased, kindly don't treat this as a recommendation.
It's the 4th Hospital Stock in my Portfolio.
Hospitals are 5% of my Portfolio in AUG 2022, I aspire to raise it to 10% of my Portfolio by end of the year.
#Hospital #HCG #MadAboutStocks
Hospitals are 5% of my Portfolio in AUG 2022, I aspire to raise it to 10% of my Portfolio by end of the year.
#Hospital #HCG #MadAboutStocks
Writing a thread on key learnings from Prabhudas Lilladher’s report on Healthcare sector covering the entire sector & key listed players.
The content of the same is as follows:
-Overview of Healthcare Industry
-Investment rationale
-Key sectoral risks
-Company Analysis
#Pharma
The content of the same is as follows:
-Overview of Healthcare Industry
-Investment rationale
-Key sectoral risks
-Company Analysis
#Pharma
Overview:
India's healthcare industry has shown remarkable growth in the recent past and the momentum will certainly continue in FY23 with improvement in occupancy, better case mix and sustainability of current ARPOB.
#Pharma #Healthcare #Investment
India's healthcare industry has shown remarkable growth in the recent past and the momentum will certainly continue in FY23 with improvement in occupancy, better case mix and sustainability of current ARPOB.
#Pharma #Healthcare #Investment
Beyond FY23, we believe hospital companies will be more focused on growth as they are
- adding new capacities largely through brownfield expansion for faster operationalization of beds & lower startup costs
- scaling up other ancillary businesses to tap further opportunities.
- adding new capacities largely through brownfield expansion for faster operationalization of beds & lower startup costs
- scaling up other ancillary businesses to tap further opportunities.
‼️#Greek coast guard performed huge illegal #pushback involving 197 people and 7 life rafts on Wednesday! ‼️
A boat carrying 197 people tried to cross from #Turkey to #Italy on Tuesday, but got into bad weather and sat course towards #Crete. Close to the south shore of Crete, they had engine problems and the Greek Coast Guard (HCG) was alerted at 09.00.
#HCG divided the people on two coast guard vessels, 121 men & boys on the first & 76 people (families) on the other. Some of the refugees states they were abused while onboard the HCG vessel. Footage & video testimonies have been provided.
