IHH Healthcare (IHH MK): Recent Acquisitions Are Positive for Future Growth; Strong 1Q23 Performance
IHH Healthcare is expanding its presence in India and Malaysia through acquisitions, with a focus on increasing patient volume and revenue growth....
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The Stocks to Own in Thailand – Vol. 42
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: 7 stocks remain, 7 new join the fray.
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The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge
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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Bumrungrad Hospital (BH TB): Robust Performance Across All Segments Drove Q2 Result
Bumrungrad recorded 23% YoY revenue growth in 2Q23, mainly driven by 29% YoY revenue growth from non-Thai patients. EBITDA increased 40% YoY, with...
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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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