The Stocks to Own in ASEAN – Vol. 44
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: One stocks remain, 13 stocks added.
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The Week That Was in ASEAN@Smartkarma - Alfamart's Take-Off, Siloam Hospitals, and Cinema XXI IPO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
611 Views
Bangkok Chain Hospital (BCH TB): High COVID-Related Base Effect Impacted 1Q23 Result
In 1Q23, BCH recorded 62% YoY decline in revenue from hospital operation. COVID-19 contributed 48% of total revenue and 26% of total patient volume...
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Bumrungrad Hospital (BH TB): International Business Is Roaring Back; Greenfield Project Approved
In 1Q23, revenue from non-Thai patients grew 78% YoY and 3% QoQ to contribute 67% of total revenue. Bumrungrad is constructing a 150-bed boutique...
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Thonburi Healthcare Group (THG TB): Improving Core Operation and Future Expansion to Drive Growth
THG recorded 23% YoY increase in non-COVID medical services revenue in 1Q23, mainly driven by higher pay per bed and utilization of IPD. During...
591 Views