Vaishnavi from Scientific Investing deep dives into hospital sector, analysing business and financial economies of various companies, focusing on one specific company - Kovai Medical Center & Hospital
Great article highlighting past performance and efficiency metrics wrt peers. For valuations maybe a brief projection on growth of new hospital revenues and moderate growth of existing needs to be done. With regards to current valuation, it's fairy priced since they have achieved scale.
Hence ebitda growth CAGR could be the future returns. Less chances of derating unless some major wrong capital allocation
Multiple is fairly priced for current profits.
Great article highlighting past performance and efficiency metrics wrt peers. For valuations maybe a brief projection on growth of new hospital revenues and moderate growth of existing needs to be done. With regards to current valuation, it's fairy priced since they have achieved scale.