On the Ground Observations at BCH
We spent three days at BCH (Bangkok Chain Hospital)'s Kasemraj Bangkhae branch while waiting for my mom to recover and share some of our...
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NTV: Health Provider Leads Care in Northern Metro Bangkok
We initiate coverage on NTV with a BUY rating, based on a target price of Bt64 and derived from 25.6xPE’18E, which represents its five-year average...
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The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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BCH (BCH TB): Social Security Mixed with Upscale Health Care
Relatively strong analyst recommendation, earnings on an upcycle trend, and improving asset turnover relative to its sector BCH has introduced a...
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The New Thai-Coons (Part 2): Class of 2017
The industrialists are usually shy and sit at the back of the room. That's how we found two new manufacturers and a doctor almost at the back of...
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