RJH: Building Back Better 22-23E Through Resilient Core Operation
Yesterday’s analyst meeting came out with a neutral tone. We expect YoY growth in 4Q21 earnings, backed by robust margin upon recovery of cash...
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RJH: Covid Windfall Largely Priced In
We downgrade our recommendation to HOLD rating, from BUY, with new 2022E target price of Bt40.50, +14% from Bt35.50 previously, derived from...
254 Views
RJH: Resilient Performance Amidst Covid Situation
We maintain BUY rating with new 2022E target price of Bt35.50, from Bt29.00, derived from 30.0xPE, which is -1SD of SET Healthcare sector’s during...
260 Views
Record High Revenue Thanks to Covid-19 Diagnostics
We like RJH for it is one of the cheapest hospital stock in the sector. Meanwhile, it has an expansion plan of two hospitals in the pipeline.
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BCH: Positive Sentiment from New Rate Adjustment for SSO Patients
Yesterday's analyst meeting came out with a positive tone. We maintain our BUY rating with a target price of Bt21.0 based on DCF on the back of...
487 Views