Also the insurance arm can be a feeder into the main hospitals. Once scaled, this could give them good visibility into health history of patients so visibility for surgeries required would be better.
Posts in category Value Pickr
Narayana Hrudayalaya Ltd (04-07-2024)
Yes you are right and I was reffering to claims piece… if their underwriting skills are not great it can really backfire… but on positive side, it will help bring more business for NH hospitals (apart from premium money)… it probably needs more deep dive…
National Peroxide (04-07-2024)
(post deleted by author)
Black Box: Building infrastructure for the AI revolution (04-07-2024)
Detailed risk analysis is missing.
The HS Portfolio (04-07-2024)
Have exited BSE.
While it has considerable growth prospects, the govt is showing considerable intent on cracking down on F&O activity. Whether it be from statements from RBI, FM and SEBI.
Have exited with minor losses around 2750 and 2650 over last 2 weeks.
Hitesh portfolio (04-07-2024)
Chemical stocks, most of them seem to be in bottoming out phase. Whether its for longer term or just a tradeable bounce is difficult to make out at this point of time. In the initial phase of a bull run move, there is a lot of to and fro movement, range bound movement, which is often frustrating to an investor/trader. The feeling is that there is no momentum. Once stock price rises strongly with big volumes and clears previous resistances convincingly, momentum will return.
It’s up to us whether to enter early and wait longer or enter late (but with slightly higher risk as if the move fails, you have to be nimble enough to get out) and be satisfied with lower returns.
In pharma sector its not possible to paint all stocks with same brush. Lot of large caps have crossed their all time highs. Some stocks esp the bulk drug companies are in bottoming phase.
Regarding the second group of stocks you mention, currently there is strong momentum still present in the fancied names and sectors. If you can catch the moves and exit in time, there is still money to be made. But one has to be mindful that once an upmove comes to an end and correction begins it is often painful.
Best choice for an investor would be to go for a combination of two approaches, which is keep riding momentum stocks and look out for suitable exits, plus look at stocks which are showing bottoming formations and offer low risk entry points. Often these latter stocks and sectors are the ones that could turn out to be fancied sectors of next bull run.
I have seen a lot of investors indulge in the endless (and often useless) debate of Nifty having gone up too much. It can still go higher from here. Predicting market levels in the short term is quite difficult and futile. These kind of investors are prime candidates for FOMO.
Narayana Hrudayalaya Ltd (04-07-2024)
In my opinion, balance sheet should start looking stronger as the premium start flowing in. The real test though would be once the claims start coming in.
Does anybody know if they have setup a separate department for maintaining good underwriting standards and hired experts from the industry?
Globus Spirits (04-07-2024)
Documented my thoughts on Globus Spirits here: Globus Spirits - Stock Analysis - Google Docs
StageInvesting +Elliot Waves (03-07-2024)
Silver -CMP 30.5 (US$/OZ) , INR 92000/Kg.
Can silver go to $ 42 (INR 125,000) in short term and to $ 56 (INR 150,000) in medium to long term ( in 2025/2026) !
If that happens, it would be breaking its 2011 all time high price ( international US$/OZ)
With rising inflation, falling dollar and tense geopolitical situation - there’s a probability.
Let’s keep a watch. No buy /sell recommendation.
Monthly chart with probable EW count !
RS Software – Will they pay investors too? (03-07-2024)
Thanks for your candid response, i appreciate
That covers all the aspects of individual learning and investing choices one makes.
Sums it all up pretty well
Let me share a (black swan event) reference point, because of which i requested your comment.
Thanks and all the best.