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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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Bank Mega
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05 Mar 2019 08:04
Snippets #19: Marijuana, Mergers, and More
Five interesting trends/developments that could impact Thai equities in the recent period: Legalization of medicinal marijuana. Thailand legalized...
Athaporn Arayasantiparb, CFA
253 Views
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bearish
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Bangkok Dusit Medical Services
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26 Jan 2019 08:04
Snippets #18: Naughty CEOs, Southern Crusades
In this review, we highlight five new unrelated developments that might impact the Thai stock market if you happen to hold the affected...
Athaporn Arayasantiparb, CFA
476 Views
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bearish
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MSCI ACWI Index
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20 Dec 2018 22:08
Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
Vermilion Research
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845 Views
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bullish
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Cross Asset Strategy
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27 Nov 2018 05:23
EM Health Care: Late Cycle Rotation
Emerging Market Health Care allocations sit towards the lower end of their 7-year range. Current levels are off their 2015 highs by a margin, with...
Steven Holden
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339 Views
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bullish
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Thematic (Sector/Industry)
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13 Nov 2018 09:06
Thai Strategy 2019 (Part 2): Sector Outlooks
Thailand faces headwinds in many directions, and upsides from improving political sentiment should be limited to Q1'19. However, several sectors do...
Athaporn Arayasantiparb, CFA
375 Views
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