Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

A Long & Short Investment Ideas generator for Asian Equities with 10 years experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment thesis. Provides on-the-ground insights in various Asian markets with a sway towards ASEAN. Experienced and survived the Asian Financial Crisis in a family business, as well as the Global Financial Crisis in financial markets where lessons learned. It's all about understanding business drivers and navigating business cycles, which has high applicability in generating investment ideas. 

Investment horizon: Mid to Long term

Asian Insight Provider - Actionable ideas

Bangkok Dusit Medical Services - 1Q26E core profit dips, no catalyst in sight

BANGKOK DUSIT MEDICAL SERVICES Plc: Core Profit Below Prior Estimate On Middle East Impact

Bangkok Dusit Medical Services - Growth remains muted (BDMS TB, CP THB18.50, HOLD, TP THB20.00, Healthcare)

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

Bangkok Dusit Medical Services / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/bangkok-dusit-medical-services-pcl" target="_blank" data-smartkarma-citation="entities:875:1" rel="noopener">Bangkok Dusit Medical Services (BDMS TB)</a> is a major hospital operator in Thailand with a presence around the country, unlike <a href="https://www.smartkarma.com/entities/bumrungrad-hospital-pub-co" target="_blank" data-smartkarma-citation="entities:883:1" rel="noopener">Bumrungrad Hospital Pub Co (BH TB). </a>
</li>
<li>Motorbike accidents often occurred in the tourist area where BDMS has a presence, and by law, cannot refuse ER cases even though the patients cannot pay. </li>
<li>If the Mandatory Tourist Insurance bill is passed this year, <a href="https://www.smartkarma.com/entities/bangkok-dusit-medical-services-pcl" target="_blank" data-smartkarma-citation="entities:875:1" rel="noopener">Bangkok Dusit Medical Services (BDMS TB)</a> could get financial tailwind. </li>
</ul>



Bangkok Dusit Medical Services (BDMS TB) is a major hospital operator in Thailand with a presence around the country, unlike Bumrungrad Hospital Pub Co (BH TB). 

Motorbike accidents often occurred in the tourist area where BDMS has a presence, and by law, cannot refuse ER cases even though the patients cannot pay. 
If the Mandatory Tourist Insurance bill is passed this year, Bangkok Dusit Medical Services (BDMS TB) could get financial tailwind. 


Bangkok Dusit Medical Services (BDMS-R TB)

Bangkok Dusit Medical Services

BDMS：タイの病院 - 保険