Another observation -
Ppl or Mkts keep taking about the shift from unorganised to organised players in various sectors due various factors- known to all of us
There r 2 sectors where the unorganised sector is rolling out red carpet for the organised sector- hotels / hospitals
A lot of standalone hotels / hospitals are willingly handing over their operations to organised chains like - royal orchid, kamat hotels, taj group etc
Similar things are beginning to happen in Hospitals - like with Shalby, KIMS
I m sure - the trend is only gonna accelerate
The organised players either get into a management contract or take up the assets on lease
Its a win win for all
I wonder - what will be the size of these hospital / hotel chains after 5-6 yrs
They can simply keep adding to their profits without capex and without creating any new capacity too ( hence the supply may also remain limited )
Possible Goldilocks Scenario
Disc: biased, invested in a lot of Hotel and Hospital companies
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