Only 1 hospital chain has these all packed in to 1 entity, IMHO. That chain also is the only chain in the world that trades near 1x replacement cost. But how can we buy it? It makes losses! -ve RoE!! Doesn't appear in quant filters, ignored due to RoE = Moat rhetoric. PAT is God.
How many hospitals in India have globally comparable healthcare quality and high end molecular diagnostics, genomics diagnostics, AI/ML, Robotics for timely, accurate diagnosis and best possible prognosis, treatment at affordable cost?
— Sajal Kapoor (@unseenvalue) June 21, 2021
Any thoughts @tusharbohra @AdityaKhemka5 https://t.co/6Mhpu5Dru1
More from Uvlearnings
You offer me 80% cost arbitrage (discount relative to Japan/EU/US) along with low confidence / assurance on Critical Success Factors and I won't give you a single NCE/NBE to discover, develop or manufacture. Capex/opex arbitrage is too low in the disruptive-science-pecking-order! https://t.co/O2l8dK4BUv
@unseenvalue Given high capex/opex cost structures of US/Japan/EU, how will they be able to compete with Indian API companies? https://t.co/OYhC2PUZpL
— Hiren (@hiren_investing) August 11, 2021