Global Health (Medanta) Lockup - Good Name but Seems Fairly Valued
Global Health (Medanta) (MEDANTA IN) raised around US$268m in its India IPO. In this note, we will talk about the lock-up dynamics and updates...
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Max Healthcare (MAXHEALTH IN): Improving Operating Parameters; Well-Positioned for Long-Term Growth
Max Health is poised for double-digit revenue growth, driven by improving occupancy, patient footfall, ARPOB, and bed expansion. Due to its metro...
497 Views
PT Bundamedik Tbk (BMHS IJ): Growing Core Business; Eyeing Mid-Teens Revenue Growth in 2023
Bundamedik recorded 17% revenue growth in core business in 2022. The company aims to achieve 17% revenue growth and 23–24% EBITDA growth in 2023,...
574 Views
Krishna Institute of Medical Sciences (KIMS IN): Improving Operations; Expansion to Drive Growth
KIMS is seeing continued improvement in operating metrics. The company is expanding into new markets adjacent to its core market of operation...
517 Views
Global Health IPO Trading - Relatively Cheap and Good
Global Health (Medanta) (GH IN) raised approximately US$268m in its India IPO. In this note, we talk about the demand for the deal and the trading...
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