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.
259 Views
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
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
863 Views
RJH: Cheap with Growing Potential
We initiate coverage of RJH with a BUY rating and a 2020E target price of Bt32.00, derived from 27.4xPE’20E, which is the current average trading...
625 Views
The Week that Was in ASEAN@Smartkarma - Elections, Trade War Beneficiaries, and Indonesian Textiles
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
629 Views