Discover and read the best of Twitter Threads about #assetlight

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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
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

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