Thonburi Healthcare Group (THG TB): Improving Core Operation and Future Expansion to Drive Growth
THG recorded 23% YoY increase in non-COVID medical services revenue in 1Q23, mainly driven by higher pay per bed and utilization of IPD. During...
591 Views
Bumrungrad Hospital Pub Co (BH TB): Robust International Business Push Revenue Above Pre-COVID Level
Increasing footfall of non-Thai patients lifted hospital revenue 15% and 20% above the pre-COVID levels in 2Q22 and 3Q22 respectively. The company...
523 Views
The Week That Was in ASEAN@Smartkarma - Grab, Sea Ltd, and GoTo's Lock-Up
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
421 Views
CHG : As COVID Recedes, Core Operation Continues Improving
We reiterate our HOLD rating with a new target price of Bt3.50 (down 5% from the prior TP), reflecting earnings downgrade. We stay neutral based on...
381 Views
CHG : Weak 3Q22 Results
We maintain our HOLD rating with a target price of Bt3.70. Despite heading into 4Q22 with a fewer number of infected cases will continue to...
401 Views