Discover and read the best of Twitter Threads about #KIMS

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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

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.
Read 37 tweets
Mission 1 Lakh share price

#Honeywell Automation
#Abbott India
#Tasty Bite
Mission 20K share price stock list

#Bajaj Finserv
#Bajaj Finance
#India Mart
#Naukri (Info Edge)
#Affle India
Mission 10K share price stock list

#Amber Enterprises
#Asian Paints
#Fine Organic
#Gland Pharma
#GMM Pfaudler
Read 6 tweets
🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos

Shortlisting the 48 #stocks from these sectors that could deliver their 🚀best FY results ever

Read 4 tweets
Today's the end of the #FreshOffTheBoat/#KimsConvenience crowdfund on @seedandspark. It began as a campaign for @EWPlayers @reelasian @vcmedia; midway thru these orgs voted to direct further funds to #AA4BL's campaign supporting Black voting & justice:… ImageImage
Please support the #FOTB/#KIMS crowdfund if you can today and help Asian American artists show support for Black lives. EVERY dollar you give goes to @Blklivesmatter @BlackVotersMtr @TransLawCenter and the Louisville Community Bail Fund. #AA4BL
Bonus: @HudsonDYang has offered to do live Zoom chats with the first 3 $100 donors, and personal video thank yous for the first 10 $50 donors.

Plus Hudson and I will each MATCH the next $500 in donations—$1000 total—given today. So please give if you can!
Read 4 tweets

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