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kulman
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Quote kulman Replybullet Posted: 18/Jun/2007 at 9:34am

A very interesting report by Biz World+E&Y

 
Healthcare%20Survey
 
 
 
 
 
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kulman
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Quote kulman Replybullet Posted: 07/Aug/2007 at 9:20am
India's medical tourism market is growing by 25 percent annually and is expected to become a $2 billion-a-year business opportunity by 2012, the tourism ministry said on Monday.
 
Source: Dna Money
 
 
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bub100
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Quote bub100 Replybullet Posted: 27/Aug/2007 at 7:10pm

check the following link

http://bw.businessworld.in/PDF_upload/Indian_Pharma.pdf
gs
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kulman
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Quote kulman Replybullet Posted: 17/Sep/2007 at 11:40am
 
Spending on healthcare will continue to be robust in India and the domestic pharmaceutical market will treble by 2015, according to a study.

Healthcare grew from 4 per cent of average household income in 1995 to 7 per cent in 2005 and is expected to grow to 13 per cent by 2025, it said.

India's present pharmaceutical market was estimated at $6.3 billion in 2005. It is expected to touch $20 billion by 2015, with an compounded annual growth rate of 12.3 per cent, the study said.

Between 2000 and 2005, the pharma market witnessed a growth rate of 9 per cent.

Similarly, in terms of scale, Indian pharmaceutical market, which is ranked 14th in the world, would be among top 10 by 2015 in the world overtaking Brazil, Mexico, South Korea and Turkey, the study noted.

"Real GDP will grow at a compounded annual growth rate of 7.3 per cent. Per capita disposable income will rise from $463 in 2005 to $765 in 2015."

"Twenty seven million households currently in the low-income category will move up. The middle-income category will witness the steepest rise, with the addition of 59 million households," McKinsey said.

Private investments are going to play a major role in Indian healthcare and pharma's growth.

"Corporate hospital chains will play a leading role in transforming the quality of secondary and tertiary care," it said.

Similarly, there would be an increase in the number of people going for health insurance. The study predicts that by 2015, about 220-million would opt for health insurance.

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s_praharaj
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Quote s_praharaj Replybullet Posted: 18/Sep/2007 at 12:13pm

Yes, I fully agree that Health care has a great future.

With income level rising and Indian Public getting more Health conscious, this sector has a long way to go. The demand will also be fuelled by the Health Insurance sector which is also growing.
 
In this sector, I feel Fortis has a great future and may turn out to be a multi bagger in future. It has a nice predigree and the promoters are in the related fields. They are also planning to have a series of hospitals all over the country through acquisitions or with partnership.
 
Though the financials does not encourage, acquiring this stock now, I feel this stock has a potency to become a multibagger. It may test our patience but the down side risk is minimum. Moreover it is quoted at a price below the public issue price.
 
If anybody is tracking this stock, please discuss your views.
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kulman
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Quote kulman Replybullet Posted: 23/Oct/2007 at 5:44pm

The Sensex is soaring to new highs, but there’s a new high India may soon touch and there’s nothing healthy about it.

Over the next decade,  India’s burgeoning consumer class is headed for an  onslaught of chronic diseases, including diabetes, hypertension, cancer, and HIV/AIDS due to lifestyle patterns, environmental causes and pollution.

As more Indians reach or exceed an income level roughly equivalent to the official poverty line in Western Europe, the nation’s consumer class has adopted consumption patterns and lifestyles similar to their counterparts in the industrial world. As a result, we’ve even imported their diseases, according to a recent report by the Worldwatch Institute.

Diets high in fats and sugars and a lack of exercise-two lifestyle trends that increasingly afflict people in developing countries-are major factors behind the rise in certain chronic diseases.

At 30 million, India is now home to the largest population of diabetics in the world, and that number is expected to bloat to 57 million by 2025.

Increasing prosperity has also invited lifestyle-related diseases (LRDs) ranging from obesity and attention disorders to disabling conditions like diabetes, angina and osteoporosis.

Source: www.dnaindia.com/report.asp?newsid=1129343
 
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Quote kulman Replybullet Posted: 27/Nov/2007 at 12:03pm
Major healthcare deals have been sewn up in the last couple of months. The healthcare sector is expected to more than double from the current $35 billion to $75 billion by 2012, as per industry estimates.

George Soros’s fund Quantum and BlueRidge bought 10% in Fortis Healthcare and Manipal Health Systems raised over $20 million equity from IDFC Private Equity Fund. Bangalore-based HealthCare Global Enterprises raised over $10 million in equity from IDFC and Metropolis Health Services, a diagnostic chain, raised over $8 million in equity from ICICI Venture.


Jarir India Investments, Kotak India Venture, BL Associates and Mordril Properties acquired 47% in Intas Biopharmaceuticals (the biotech company of Intas Pharma) for $4.19 million. Similarly, HSBC Asian Ventures Fund 2 (an HSBC PE entity) invested a whopping $10.47 million in Trivitron Medical Systems.

A Technopak study points out that there are new market players in the wing to add to the melee. Amongst national players, there is Reliance Healthcare, Artemis Health Sciences (from the Apollo Tyres group) and the Paras Group and on the international front, there is the Parkway group, the Singapore Pacific Healthcare Holding, the Singapore Columbia Asia, Malaysia’s Emaar group, Dubai’s Prexus Healthcare Partners and a couple of firms from USA.
 
 
 
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Mr. V
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Quote Mr. V Replybullet Posted: 16/Jul/2008 at 11:23pm
What is the market size of the segment that VLCC, Shahnaz Hussain & Kaya cater to ?

What kind of growth can we expect in this segment ?

What are the margins?
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