Narayana Health (4QFY21): India recovery trends a key monitorable. Downgrade to ADD
We increase our EBITDA estimates for FY22/23e by 2%/8% to factor in healthy recovery trends in India. However, at the CMP of INR505/sh., the stock...
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NH: Blended model of affordable + high-quality services The company has a legacy model based on a...
Blended model of affordable + high-quality services The company has a legacy model based on affordability over the years. Due to strict control...
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Apollo Hospital Placement/QIP - Well Flagged Deal with Well Planned Use of Proceeds
Apollo Hospitals Enterprise plans to raise around US$140m via a QIP which was launched last night. I have covered various aspects of the deal in my...
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Apollo Hospital Placement/QIP Early Look - This Time It's Different
Apollo Hospitals Enterprise (APHS IN) plans to raise around US$200m via a QIP in 1Q21. Past placements haven't done too well. Although, this one...
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Healthcare Global: Best of Both the Worlds | Attractive Event-Driven & Equity Bottom-Up Opportunity
In this insight, I want to present my investment thesis on Healthcare Global Enterprises (HCG IN), a fast growing cancer care specialist in India....
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