Bangkok Dusit Medical Services (BDMS TB): Core Business Drives 4Q23 Result; Outlook Remains Positive
BDMS sees double-digit growth in 4Q23 driven by international and Thai non-COVID patient revenues. The company is expecting continued growth in...
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Thonburi Healthcare Group (THG TB): High Debt Has Clouded Near-Term Growth Prospect
Thonburi struggled to perform well compared to its peers. Despite 29% YoY increase in normalized medical services revenue, normalized net profit...
654 Views
The Stocks to Own in ASEAN – Vol. 45
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
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The Stocks to Own in Thailand – Vol. 43
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
279 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
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