Big Cap Tactical Picks - Aug 3, 2022
MEGA’s share price has rebounded by more than 5% over the past two weeks on the market’s expectations for a limited impact from Myanmar’s government
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Big Cap Tactical Picks - Highlights of the Day
We recommend selling KKP (with the return since it was added to the portfolio at 0.7%) after we added it for just one day, as the stock has fallen...
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Bumrungrad Hospital - Weak 2Q25 Earnings as Expected
2Q25 core profit declined YoY as expected and is likely to remain weak YoY into 3Q25E due to more Middle Eastern patients seeking treatment elsewhere.
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Bumrungrad Hospital - Revised Down Core Profit to Reflect Weaker-Than- Expected Revenue Growth
We maintain our Neutral rating but revise down the fair value to Bt150.00, based on a required return of 6.0%. This adjustment reflects a downward...
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Bumrungrad Hospital - 1Q25 Earnings Contracted as Expected
1Q25 core profit was in line with expectations, and the 2Q25E core performance is expected to remain weak YoY due to the high base from Middle...
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