IHH Healthcare (IHH MK): Recent Acquisitions Are Positive for Future Growth; Strong 1Q23 Performance
IHH Healthcare is expanding its presence in India and Malaysia through acquisitions, with a focus on increasing patient volume and revenue growth....
473 Views
Bangkok Dusit Medical Services (BDMS TB): International Patients Drove 2Q23 Performance
In 2Q23, revenue grew 11% YoY to THB24B, driven by 22% YoY growth from international patients (26% of revenue). Despite sharp decline in COVID...
657 Views
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...
520 Views
Bangkok Dusit Medical Services (BDMS TB): Returning of International Patients Drove 1Q23 Performance
In 1Q23, BDMS recorded 38% growth in international patient revenues due to recovery of fly-in patients mainly from Middle East, Cambodia, and...
456 Views