With the vaccine coming; I was tracking potential beneficiaries who might be having a once-in-a-lifetime opportunity for them (and preferably for us also) in case we are able to scoop them up.
Potential beneficiaries include
- Vaccine makers
- Glass Vial makers
- Syringe Makers
- Cold chain storage
- Distribution/last mile delivery
- PPE kits / disposal kits for vaccinations
A lot of these companies are private limited companies like Serum Institute, Scott Kaisha, Gerresheimer, Hindustan Syringes and Medical Devices.
One major proxy play could be Borosil which makes the glass used for vials (run up from 30 levels to 272 today in less than 10 months) and Piramal (Glass).
Any learned members or expert in this field who has more information and can guide better.