The Week That Was in ASEAN@Smartkarma - Alfamart's Take-Off, Siloam Hospitals, and Cinema XXI IPO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Bangkok Chain Hospital (BCH TB): High COVID-Related Base Effect Impacted 1Q23 Result
In 1Q23, BCH recorded 62% YoY decline in revenue from hospital operation. COVID-19 contributed 48% of total revenue and 26% of total patient volume...
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Bangkok Dusit Medical Services (BDMS TB): Returning of International Patients Drove 1Q23 Performance
In 1Q23, BDMS recorded 38% growth in international patient revenues due to recovery of fly-in patients mainly from Middle East, Cambodia, and...
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Bumrungrad Hospital (BH TB): International Business Is Roaring Back; Greenfield Project Approved
In 1Q23, revenue from non-Thai patients grew 78% YoY and 3% QoQ to contribute 67% of total revenue. Bumrungrad is constructing a 150-bed boutique...
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The Stocks to Own in ASEAN – Vol. 43
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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