It says the same as I illustrated in my previous post.

Further to that, what I believe is that the matter is in supreme court, like new India we have new supreme court, who is not known to drag the matter under current CJI, example is ram mandir, electoral bond etc. So there won’t be an escape for hospitals & Government.

It seems CGHS rates won’t be applicable however there will be more transparency in rate and billing etc. This may impact profitability of hospitals for sure – is my loud thinking.

Disc: Holding a small portion of HCG, recently trimmed. Am pathetically wrong in the current bull run hence take this as ill advice.

Dear Folks, We are looking to hire one more analyst at our Bangalore office at the Hotel Leela, Indiranagar in Bangalore. Most of the above still applies, only the AUM is bigger.

Experience: Between 1-5 years of work experience
Approximate Salary: INR 6-15 lakhs (depending on experience)

Application process: Interested candidates should mail their resumes along with an investment pitch / stock idea (not more than 3 pages long – the shorter, the better) to rahul@himalayacapital.in and aditya@himalayacapital.in

Regards, Aditya

PS: The last time around we received 45 stock pitches and we ended up hiring one candidate the last time around.

This guy was in december. avoiding sugar stocks. sandip sabharwal: We are in a buy-on-pullbacks rather than sell-on-rallies market but avoid sugar stocks: Sandip Sabharwal – The Economic Times

Now one more guy,still avoiding sugar stocks, why they all having same tune ? Avoid sugar stocks, EVs may disappear like pagers if hydrogen fuel takes off: Cholamandalam Securities

basically they all saying to wait till the election result and policy clarification !

Nice analysis and thanks for sharing. The key question is what is the rationale for applying this particular rate of discount. There are holding companies which are available at much higher discounts to the value of their holdings. For example KAMAHOLD (current market cap ~8570 crore) is available at less than 25% of the market value of its main holding of SRF Ltd (market cap ~72500 crore) in which it owns ~50.5% stake.