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...
303 Views
Thonburi Healthcare Group (THG TB): Improving Core Operation and Future Expansion to Drive Growth
THG recorded 23% YoY increase in non-COVID medical services revenue in 1Q23, mainly driven by higher pay per bed and utilization of IPD. During...
437 Views
The Stocks to Own in Thailand – Vol. 41
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since inception, it has gained 115% versus the SET...
490 Views
The Stocks to Own in Asia – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, it has generated a before-fee total...
321 Views
The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
349 Views