Global Health (Medanta) Lockup - Good Name but Seems Fairly Valued
Global Health (Medanta) (MEDANTA IN) raised around US$268m in its India IPO. In this note, we will talk about the lock-up dynamics and updates...
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Max Healthcare (MAXHEALTH IN): Improving Operating Parameters; Well-Positioned for Long-Term Growth
Max Health is poised for double-digit revenue growth, driven by improving occupancy, patient footfall, ARPOB, and bed expansion. Due to its metro...
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PT Bundamedik Tbk (BMHS IJ): Growing Core Business; Eyeing Mid-Teens Revenue Growth in 2023
Bundamedik recorded 17% revenue growth in core business in 2022. The company aims to achieve 17% revenue growth and 23–24% EBITDA growth in 2023,...
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Krishna Institute of Medical Sciences (KIMS IN): Improving Operations; Expansion to Drive Growth
KIMS is seeing continued improvement in operating metrics. The company is expanding into new markets adjacent to its core market of operation...
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2022 in Rear Mirror View: Top Performers From My Global Healthcare Coverage Universe
From my coverage universe, two Taiwanese stocks generated 59% and 71% returns in nearly six months. New product launch and geography expansion are...
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