Shalby Ltd.
Long

SHALBY: a probable long

118
Pros
-hospitals are a money minting machine attracting institutions (FII stake ⬆️)
-ARPOB (average revenue per occupied bed, one of the core metrics in hospitals)⬆️
-positive management commentary. for eg, aiming to improve profitability by reducing low margin schemes and focusssing on profitable schemes
-highest ever sales
-expanding through acquisitions, would eventually bring in the highest ever profits
-highest volumes of the year (week)

Cons
-SL needs risk management
-receivables > 6M = 20% of quarterly turnover (although some are from the government, they are still overdue)

Disc: Invested

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