
A case for Apollo Hospital as long term investment
Apollo Hospital is largest healthcare provider in Asia with Hospitals ,clinics and pharmacies .Company is present in fragemented pharmacy and hospital business with revenue in excess of 100000 Cr .
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A comparison of Fortis Healthcare and Apollo Hospital
Fortis Health Trading at Rs 120 and Apollo at Rs 550, which one is cheap ? Nope it not fortis.
Fortis Total Capacity (No of Beds ) 5180 with 38 hospital including recent wockhardt acquision .
Apollo Capacity ( Beds ) almost 8000 beds and 46 hospital
Apollo has other growing business like Pharmacy and Apollo Clinics.
Market cap of Fortis stands at 2700 cr, while that of Apollo at 3400 cr.

Siemens and Cummins two multinationals in bargain bin
Cummins at current market price of 390 at p/e of 18 is most reasonably priced stock in it's sector. Considering the huge potential ahead for this stock tied with infrastructure development in India. It's a bargain.
Siemens is present in almost all high tech sector including healthcare, engineering, science and IT. There is no stopping for this multinational in India and surely competition is no where close. At 520 stock is trading at p/e of 16 , a rare stock in it's sector.

BOC India (Indian Oxygen Ltd ) , large growth ahead ?

Can india afford a single payer healthcare system ?


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