Bumrungrad Hospital (BH TB): Q1 Revenue and Margins Suffer On Lower International Patient Volume
​Bumrungrad Hospital reported a 6% decline in hospital revenue in 1Q25 due to decreased revenue from international patients. EBITDA margin also...
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The Stocks to Own in ASEAN – Vol. 50
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...
286 Views
Bangkok Dusit Medical (BDMS TB): Stable 2024 Performance as International Patients Drive Growth
​BDMS sees 7% revenue growth in 2024 from hospital operations, with strong performance from both foreign and Thai patients. EBITDA and net profit...
555 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Astra International, and Cimory
The past week saw insights on Sea Ltd (SE US), Astra International (ASII IJ), Cisarua Mountain Dairy (CMRY IJ), Central Pattana Pub (CPN TB), and...
388 Views
Bumrungrad Hospital (BH TB): Dwindling International Revenue on Competition; No Near-Term Respite
​Bumrungrad Hospital sees marginal revenue growth in 2024, with international patient revenue declining. Share prices are expected to remain under...
399 Views