Update
Entered GPT healthcare with 3.5% position on folio cost basis at 156. Seems like a good bet considering it is one the undervalued ones in Hospital. Good capex plans going ahead, will add more once convinced of prospects or thinking to play as a basket with likes of HCG/Aster/Shalby/Narayana
I like GPT though, I have not studied others much I just know them on the surface level, As GPT is already at medium cost basis for patients I am hoping if any regulations are enforced in terms of pricing of procedures at hospitals this one might turnout to be least affected (no numbers support as such just a though derived from what I saw in Management interviews)
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