The Stocks to Own in ASEAN – Vol. 42
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...
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Raffles Medical (RFMD SP): Resilient Business Model; Border Reopening to Further Boost Growth
RMG’s operating performance remained resilient to the pandemic, driven by healthcare services business. Resumption of medical tourism in Singapore...
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Bumrungrad Hospital (BH TB): Cautiously Optimistic on Growth Prospect Amid Intensifying Competition
Bumrungrad reported mixed 2Q24 performance with revenue up 3% YoY, but bottomline growth outpaced revenue. International patient revenue...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
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Bumrungrad Hospital (BH TB): Record High Margins in 1Q24; Reasonable Growth in Foreign Patients
With tight cost control, Bumrungrad reported record high margins in 1Q24, with gross, EBITDA, and net margin reaching 51.7%, 40.7%, and 30.2%,...
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