3Q26E Seasonal Growth; Limited Flood Impact
We expect 3Q26E core profit to rise YoY and QoQ on high-season demand, with no significant impact from Bangkok flooding. Rolling forward the ERP...
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SET Index Outlook
(-) US September core CPI is expected to rise to 2.50% from 2.40% in August, weighing on stock market sentiment today. (-)Brent remains elevated...
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BANGKOK DUSIT MEDICAL SERVICES Plc. (BDMS): 3Q26E Earnings Set to Improve Seasonally - Neutral (12M FWD Fair Value Bt21.80)
Although we expect 3Q26E earnings to improve, supported by seasonal illnesses and a recovery in Middle Eastern patient volumes, signs of weakness...
94 Views
BANGKOK DUSIT MEDICAL SERVICES Plc. (BDMS): 2Q26 Earnings Declined YoY and QoQ as Expected; Normal Recovery in 3Q26E - Outperform (12M FWD Fair Value Bt21.80)
2Q26 core profit, excluding insurance claim income related to the Hat Yai floods, declined both YoY and QoQ, in line with expectations. We...
102 Views
Primer: Bangkok Dusit Medical Services (BDMS-R TB) - Aug 2026
As Thailand's largest private hospital operator, BDMS is uniquely positioned to capitalize on the country's aging population and the robust...
108 Views