Hi @hitesh2710 ji , what’s your view on diagnostic sector from a med term perspective 2-3 -yrs, hammered out in last six months to a saner shape now on valuations, there are some good reviews on PPP player Krsnaa Diagnostics with disruptive pricing , available at less than 9X EBDITA FY 23 and mgmt is guiding 2X revenue & 3X profits in 3 years, while charts haven’t indicated bottom out yet, players like lalpath are starting to see mkt purchase from senior positions insiders. Do you also have any opinions on PPP players engaging in un ethical ways to win biz and can these be a good investment- short/long at low valuations - your views?
If you were to take positions in beaten sectors (e.g Diagnostics is down for now but Hospitals are now seeing good traction - both can’t have Divergence for long being adjecncies), how do u generally go about building given sector is out of favor now and may take some time to get its mojo back( if it does), thanks.