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Bangkok Dusit Medical Services (BDMS TB)
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218
Analysis
Health Care
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Thailand
Bangkok Dusit Medical Services Public Company Limited operates Bangkok General Hospital. The Hospital specializes in cardiovascular, lung, neurological, eye and genitourinary cancer, as well as physical therapy and medical imaging.
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bullish
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Siloam International Hospitals
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08 Apr 2021 17:09
Siloam International Hospital (SILO IJ) - A Quickening Metabolism
Siloam Hospital's recent results demonstrate the management's ability not only to cope with COVID-19 and to benefit from it but also to adjust its...
Angus Mackintosh
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411 Views
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bearish
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TOA Paint (Thailand)
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23 Mar 2021 07:00
SET50 Index - Proposed Methodology Changes: Scenarios, Names Affected & Impact
The SET has commenced a market consultation on the proposed changes to make its indices free float market cap weighted. We look at the impact on...
Brian Freitas
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433 Views
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bearish
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TOA Paint (Thailand)
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03 Mar 2021 07:40
SET50 Index Rebalance Preview: Potentially Three Changes & Move to Free Float Weighting
There could be 3 changes to the SET50 at the June review with STGT, STA & IRPC joining the index at the expense of VGI, TOA & COM7. The methodology...
Brian Freitas
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423 Views
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bullish
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Cross Asset Strategy
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22 Feb 2021 21:37
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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200 Views
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bullish
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Raffles Medical Group
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20 Feb 2021 11:47
Raffles Medical Group: A Path to the Exit
We were bearish for several years because of slowing growth and expected drags from new facilities. We are turning bullish now that the market...
Kemp Dolliver, CFA
549 Views
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