2 Stocks Which Are Recession Proof And Need To Be In Your Watch List

Summary

The speaker discusses two stocks in the healthcare sector, Global Health and Narayana Hrudayalaya, recommending research and analysis before investment. They highlight the growing demand for healthcare services due to an aging population and increasing life expectancy, emphasizing the importance of a strong balance sheet and brand loyalty. The speaker also touches on the innovative subscription model of healthcare services and the potential for these stocks to grow significantly over the next 10-20 years.

Takeaways

• 📈 The speaker is discussing two stocks in the healthcare sector, Global Health and Narayana Hrudayalaya, which they recommend for research and potential investment.
• 💹 Global Health's price is noted to be around 1080, while Narayana Hrudayalaya's price is approximately 1240, indicating the speaker's view on their current market value.
• 🏥 The speaker emphasizes the importance of considering the balance sheet and equity for these hospital stocks, suggesting that investors should look into their financial health.
• 🌐 The potential for growth in the healthcare sector is highlighted, with mentions of increasing life expectancy and the growing need for health insurance, indicating a bullish outlook.
• 🏢 The speaker discusses the concept of establishing hospitals as a solid piece of real estate, suggesting it as a wise investment due to the necessity of healthcare services.
• 👨‍⚕️ Both Narayana Hrudayalaya and Medanta (Global Health) are led by doctors (Devi Shetty and Dr. Naresh Trehan respectively), which the speaker believes adds credibility and expertise to their management.
• 📊 The speaker advises using screener.in for detailed stock analysis and emphasizes the importance of observing the sector and company performance over time.
• 📈 The demographic dividend in India is noted, with an aging population and higher income levels expected to boost the demand for quality healthcare services.
• 💡 The speaker mentions innovative business models like subscription-based healthcare services offered by Narayana Hrudayalaya, which could disrupt traditional payment models.
• 🌟 The importance of brand loyalty in the healthcare sector is discussed, with the speaker suggesting that a good experience with a hospital or doctor can lead to repeat customers.
• 📚 The speaker encourages investors to read annual reports, understand financial metrics, and observe the quality of service provided by these healthcare providers.

Q & A

What are the two stocks being discussed in the script?

The two stocks being discussed are Narayana Hrudayalaya and Global Health.

What is the approximate price of Narayana Hrudayalaya stock mentioned in the script?

The script mentions that the approximate price of Narayana Hrudayalaya stock is around 1240.

What is the current price trend for Global Health stock?

The price of Global Health stock is mentioned to be falling, around 1080.

What is the main sector these stocks belong to?

The main sector these stocks belong to is healthcare.

What is the significance of healthcare sector stocks in India's current demographic situation?

The healthcare sector stocks are significant due to the increasing life expectancy and growing health insurance in India, indicating an aging population and higher healthcare needs.

What is the role of real estate in the context of hospitals as discussed in the script?

Real estate plays a crucial role as hospitals are considered a type of real estate investment. The script suggests that hospitals are time-tested properties that people won't have to travel far for medical treatment.

What is the innovative model discussed by the speaker for Narayana Hrudayalaya?

The innovative model discussed is a subscription model similar to a membership where people pay a certain amount for a guaranteed treatment plan.

What is the observation made by the speaker about the focus of Narayana Hrudayalaya on surgeries?

The speaker observes that Narayana Hrudayalaya focuses on surgeries that don't require long hospital stays, making the procedures more affordable and efficient.

What is the importance of brand loyalty in the context of the stocks discussed?

Brand loyalty is important as it indicates the trust and reliability of the hospitals, leading to repeat customers and a strong reputation.

What is the suggestion given by the speaker for evaluating stocks?

The speaker suggests evaluating stocks by looking at their annual reports, understanding their financial metrics, and observing the brand's presence and reputation.

What is the advice given by the speaker regarding the investment in the discussed stocks?

The advice is to add both stocks to a watchlist, conduct thorough research, and consider adding them to one's portfolio if the numbers and observations align with one's investment strategy.