daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

Independent Insight Provider

Equity Bottom-Up

Apollo Hospitals Enterprise / Equity Bottom-Up

<ul>
<li>We are bullish on the long-term growth of the hospital sector in India.</li>
<li>We are, however, concerned that Apollo will face intense competition as it expands.</li>
<li>A 53 FPE does not factor in the high cost of expansion and potential challenges.</li>
</ul>


We are bullish on the long-term growth of the hospital sector in India.
We are, however, concerned that Apollo will face intense competition as it expands.
A 53 FPE does not factor in the high cost of expansion and potential challenges.


Apollo Hospitals (APHS IN): Sell – Priced for Perfection!