Alexi46

Control Systems Engineer, Investor, Part time Equity cash only swing trader.
On my journey to F.I & Retire early from fulltime job. #Proud 🇮🇳

[Alexi46 @ialexi46]

Singularity Equity fund in Max Ind with 4.08% stake. They entered via pref. allotment at 222rs per share. #MaxIndia #Antara senior care #Senior living sector 🔥 🔥

[Alexi46 @ialexi46]

@Alphamojo1 Honeywell - one share is ~33k.

[Alexi46 @ialexi46]

@kiran_shinde Markets are in a wait and watch mode for co to turn profitability, scale and predictable earnings. Untill then price will remain subdued. They have silently build many foundational blocks for senior care sector and it will be visible in few year time.
D: Invested/Biased. DYOR.

[Alexi46 @ialexi46]

@kiran_shinde MaxIndia is still posting losses as they are building each verticals which involves upfront investment costs and waiting for occupancy level, sales to catch up. As per management, Ageasy might breakeven by end of FY27.

[Alexi46 @ialexi46]

*217 rs ler share

[Alexi46 @ialexi46]

Singularity Equity fund in Max Ind with 4.08% stake. They entered via pref. allotment at 222rs per share. #MaxIndia #Antara senior care #Senior living sector 🔥 🔥

[Alexi46 @ialexi46]

India senior care sector latest insights from ASLI- JLL

https://t.co/Ux45v0konM

[Bottom Line Bella 📊 @veeranhq]

India has 166 million people over 60 and that number will double by 2050. The organised senior living sector has exactly 25,050 dwelling units. That is 1.5% penetration. In the US it is 6-7%. In New Zealand it is 14-15%.

The ASLI-JLL report says this can become a $10.1 billion opportunity by 2030. But the number that stopped me was about assisted living beds. We have 2,100 today. The projected need by 2030 is 11,000. The 75-plus population is growing at 7.8% a year.

So the math is simple. Demand is exploding. Supply is nowhere close. And the constraint is skilled caregivers.

What I keep thinking is this. Most of us plan our retirement around a corpus and a withdrawal rate. We do not plan for who will take care of us when we cannot take care of ourselves. This is the part of the demographic story nobody wants to stare at. The market will figure it out eventually. But for the people turning 75 in 2030, eventually is not soon enough.

[Jeab @Jeab1030599]

@RAAWbaba No idea. Maybe you heard it from a rumor. It's better to check with reliable media sources.

[Alexi46 @ialexi46]

My tech investment cos, DCA in progress.

[Alexi46 @ialexi46]

@b50 Max India Antara senior care - Only listed India co in this sunrise sector.

[Alexi46 @ialexi46]

@iManasArora @dayendtrader Trading account is up by 30% in the last 45 days:) can't complain. All BTST and swing trades.

[Alexi46 @ialexi46]

@ChartNavigators Aeroflex waiting for next leg of rally. Q4 results on 5th May.

[Exencial Research Partners @exencial_RP]

🧵India is obsessed with the "Youth Bulge," but the real investment alpha might be at the other end of the age scale.

Max India is cornering a market that is mathematically guaranteed to explode: The Silver Economy. 👇

(1/10)

[Alexi46 @ialexi46]

@MadAboutStocks_ Age by Ease 🔥

[CNBC-TV18 @CNBCTV18News]

India is adding nearly 20,000 seniors a day, with the elderly population set to more than double to 350 Mn by 2050.

In conversation with @TimsyJaipuria, Antara Senior Care CEO Rajit Mehta outlines their 5-year expansion push to meet rising demand for structured, medically supervised senior living and more

Read: https://t.co/uO4ZmRIwjx

[Alexi46 @ialexi46]

@BrilliantCaller Highest ever volume since 2021. 47 lakhs shares were traded today.

[Alexi46 @ialexi46]

@reverserahul Highest ever volume today in last 4 years. 47 lakhs shares traded today. Transaction worth 109cr today. D: Invested and Biased.

[Gaurav Gupta | ReraTracker @GauravGupta_RE]

By 2050 → 20% Indians will be Senior Citizens (1 in every 5)

That’s 340 million people...more than the Population of the US!

And they’ll live longer too: Life Expectancy will jump from 67 → 78 years

One way to play it: Max India through its Stock & Senior-Living Real Estate

[Alexi46 @ialexi46]

@WealthEnrich #Max India - Senior care sector

[Alexi46 @ialexi46]

Singularity equity fund backed by Madhu kela enters Max India via preferential allotment at 217 rs per share. Post exercising warrants, they will own 4.2% stake. Interesting development!!
For details: https://t.co/Zva3MjxsSE