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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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Cross Asset Strategy
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18 Nov 2022 06:04
Thailand Health Care Recovery
Rising conviction levels among active EM managers have been reflected in increased ownership over the past 2-years, specifically in Bumrungrad...
Steven Holden
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257 Views
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bearish
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Thematic (Sector/Industry)
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04 Oct 2022 09:52
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Broker
Special Report: Global Fund Manager Survey
We maintain our recommendation for stocks under the reopening theme that should benefit from the peak seasons for spending and tourism
Krungthai XSpring
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155 Views
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bullish
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Ramsay Health Care
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14 Sep 2022 15:35
Ramsay’s Bait-And-Switch KKR Offer Heads for the Exit
The peers’ shares have been, on average, flat since the undisturbed date. The shares are below the undisturbed price and are attractive on...
Arun George
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281 Views
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bullish
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Thematic (Sector/Industry)
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13 Sep 2022 19:36
The Stocks to Own in ASEAN – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, and eight stocks...
A. Stotz Investment Research
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213 Views
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bullish
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Ramsay Health Care
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28 Aug 2022 21:33
Ramsay and KKR’s Game of Cat and Mouse
The value gap between the parties is not huge, and a deal remains possible. The upside (20% to the alternative proposal) vs downside (-9% to...
Arun George
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315 Views
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