Last Week in Event SPACE: Wheelock, Sawada, Breadtalk, Healius, Bumrungrad, Keppel, Genting
Last Week in Event SPACE ... Receiving the full value of Wheelock (20 HK)'s listed holdings (plus a shade extra above the true ratio) plus...
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Bumrungrad: Bangkok Dusit's Poor Diagnosis
Bangkok Dusit Med Service (BDMS TB) has made a Conditional Voluntary Tender Offer (CVTO) for 24.99% held Bumrungrad Hospital Pub Co (BH TB) at...
434 Views
Thai Macro Watch (February): Coronavirus Outbreak, Budget Delay
In this review, we highlight three recent external developments and big-picture domestic issues and how they may impact Thai equities in the short...
321 Views
BCH: Positive Sentiment from New Rate Adjustment for SSO Patients
Yesterday's analyst meeting came out with a positive tone. We maintain our BUY rating with a target price of Bt21.0 based on DCF on the back of...
368 Views
Thai Strategy 2020 (Part 2): Sector Outlook
As mentioned in the Thematic Review on Thai Strategy, there is reason for optimism after a year of under-performance (2019). Relative to our...
349 Views