In today’s briefing:
- Healthcare Global (HCG): Strong Q2FY25 Led by Operating Leverage
- Intel (INTC.US): Exploring a Tough Journey.
- Monthly Container Shipping Tracker: November Pricing Weaker | January ILA Strike? (December 2024)
Healthcare Global (HCG): Strong Q2FY25 Led by Operating Leverage
- As HCG’s scale is growing and as its emerging centers are maturing, profitability is improving. Adjusted EBITDA crossed INR 100cr mark for the first time ever.
- EBITDA grew by 21% YoY in Q2FY25 with EBITDA margin improving to 18.8% vs 17.8% YoY. Q2FY25 revenue also grew healthy at 14% YoY to reach INR 550cr+.
- HCG also announced acquisition of a cancer hospital in Vizag that is margin accretive. Including this acquisition, EBITDA margin is 19% and proforma revenue growth is 20% YoY.
Intel (INTC.US): Exploring a Tough Journey.
- Regardless of the circumstances, Intel Corp (INTC US) must select a new CEO and hope that a new strategy will turn the situation around.
- A possible decision to spin off Altera could signal the possibility of Intel further breaking into several parts.
- For the near term, Intel must overcome financial and management challenges, and laying off 1/10 of its workforce is a short-term and necessary step.
Monthly Container Shipping Tracker: November Pricing Weaker | January ILA Strike? (December 2024)
- November’s pricing weakness vs Summer peak is among the sharpest declines in 10+ years
- A work stoppage at some US ports could hit in January, but impact likely muted
- Share prices under pressure as investors begin pricing in softer conditions in 2025
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