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...
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The Stocks to Own in ASEAN – Vol. 45
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
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The Stocks to Own in Thailand – Vol. 43
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
510 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
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Bumrungrad Hospital (BH TB): Strong 3Q23 Performance; Middle-East Tension Plays Spoilsports
​Bumrungrad reported 18% YoY revenue growth in 3Q23, driven by Thai and expat patients. EBITDA and PAT reached record high. However, ongoing...
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