Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/881" target="_blank" data-smartkarma-citation="entities:881:1">Fortis Healthcare (FORH IN)</a> 's September (FQ2) results were encouraging with evidence of management's turnaround plan starting to take hold. The imminent capital injection by <a href="https://www.smartkarma.com/entities/876" target="_blank" data-smartkarma-citation="entities:876:1">Ihh Healthcare (IHH MK)</a> should accelerate this process though an initial bolus of spending may pressure margins near-term. We continue to think that the shares are attractive for investors with a 12-18 month time horizon.

Fortis Healthcare (FORH IN) 's September (FQ2) results were encouraging with evidence of management's turnaround plan starting to take hold. The imminent capital injection by Ihh Healthcare (IHH MK) should accelerate this process though an initial bolus of spending may pressure margins near-term. We continue to think that the shares are attractive for investors with a 12-18 month time horizon.

Fortis Healthcare: Tangible Signs of Progress

Event-Driven

<a href="https://www.smartkarma.com/entities/881" target="_blank" data-smartkarma-citation="entities:881:1">Fortis Healthcare Ltd (FORH IN)</a>'s sale/bailout process has taken an orderly form, but with a fluid timeline. That said, we think that the short-term outlook for the stock is murky given the dynamics of a company in dire straits in a choppy regulatory environment. As a result, we don’t think that bids will increase over the prior round and that there's no rush to build a position. Rather, the real investment opportunity lies in the company’s potential turnaround, which will be a function of the capabilities of the buyer. We think that Manipal/TPG and <a href="https://www.smartkarma.com/entities/876" target="_blank" data-smartkarma-citation="entities:876:1">IHH Healthcare Bhd (IHH MK)</a> are the strongest bidders (in that order).We have tagged this Insight as Bearish reflecting our short-term view on the stock.

Fortis Healthcare Ltd (FORH IN)'s sale/bailout process has taken an orderly form, but with a fluid timeline. That said, we think that the short-term outlook for the stock is murky given the dynamics of a company in dire straits in a choppy regulatory environment. As a result, we don’t think that bids will increase over the prior round and that there's no rush to build a position. Rather, the real investment opportunity lies in the company’s potential turnaround, which will be a function of the capabilities of the buyer. We think that Manipal/TPG and IHH Healthcare Bhd (IHH MK) are the strongest bidders (in that order).We have tagged this Insight as Bearish reflecting our short-term view on the stock.

India

Dr. Lal PathLabs Limited operates clinical laboratories. The Company offers medical diagnostic, cardiology, radiology, pathology and imaging, health checkup, blood test, and customer care services. Dr. Lal PathLabs conducts its business in India.

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Dr Lal PathLabs Ltd (DLPL IN)

Fortis Healthcare: Tangible Signs of Progress

Fortis Healthcare (FORH IN) 's September (FQ2) results were encouraging with evidence of management's turnaround plan starting to take hold. The...

Kemp Dolliver, CFA

Fortis Healthcare: Have You the Time?

Fortis Healthcare Ltd (FORH IN)'s sale/bailout process has taken an orderly form, but with a fluid timeline. That said, we think that the...

Kemp Dolliver, CFA

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