Ramsay and KKR’s Game of Cat and Mouse
The value gap between the parties is not huge, and a deal remains possible. The upside (20% to the alternative proposal) vs downside (-9% to...
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Bumrungrad Hospital Pub Co (BH TB): Flying High on Return of Medical Tourism
With 50% revenue exposure to international patients, Bumrungrad should be the key beneficiary of resumption of medical tourism in Thailand and...
269 Views
Ramsay's Overdue Update on the KKR Proposal
KKR is interested but is looking to nudge the price down. A potential binding offer's risk/reward profile is favourable due to the limited downside...
326 Views
Big Cap Tactical Picks - August 9, 2022
We suggest selling JMART after we recommended buying it yesterday because the stock has fallen out of our top rankings (with the return at +0.51%).
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Big Cap Tactical Picks - August 8, 2022
We recommend selling EA (with the return since it was first added at +0.9%, as the stock has fallen out of our top rankings.
235 Views