The Stocks to Own in Thailand – Vol. 44
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...
645 Views
IHH Healthcare (IHH MK): Patient Volume Driven Revenue Growth in 4Q; Profitability Remains Subdued
IHH Healthcare reported 11% YoY revenue growth to RM5.5 billion in 4Q23, driven by higher patient volumes and revenue intensity across all...
460 Views
The Week That Was in ASEAN@Smartkarma - Bangkok Dusit, Grab Results, and Indonesia's Election
The past week saw insights on Indonesia's election, Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), Delta Electronics Thailand,...
352 Views
Bangkok Dusit Medical Services (BDMS TB): Core Business Drives 4Q23 Result; Outlook Remains Positive
BDMS sees double-digit growth in 4Q23 driven by international and Thai non-COVID patient revenues. The company is expecting continued growth in...
541 Views
Thonburi Healthcare Group (THG TB): High Debt Has Clouded Near-Term Growth Prospect
Thonburi struggled to perform well compared to its peers. Despite 29% YoY increase in normalized medical services revenue, normalized net profit...
743 Views