Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

Equity Bottom-Up

Bangkok Dusit Medical Services / Equity Bottom-Up

<p>Thailand's Bangkok Dusit Medical Services is in the midst of a program to increase its network to 50 hospitals from 42 currently (35 in 2014) through new hospital construction and acquisitions. Boluses of substantial capacity additions are a recurring risk for Asia's growth-oriented private hospital companies. Even in situations where new capacity won't undermine supply-demand balance, the acceleration of capacity growth increases the risk of margin pressure. &nbsp; &nbsp;</p>

Thailand's Bangkok Dusit Medical Services is in the midst of a program to increase its network to 50 hospitals from 42 currently (35 in 2014) through new hospital construction and acquisitions. Boluses of substantial capacity additions are a recurring risk for Asia's growth-oriented private hospital companies. Even in situations where new capacity won't undermine supply-demand balance, the acceleration of capacity growth increases the risk of margin pressure. &nbsp; &nbsp;

Bangkok Dusit Medical: The Risks of the Big Ramp Up

Malaysia

KPJ Healthcare Berhad is an investment holding company. Through its subsidiaries, the Company operates specialist medical centers and also provides pathology and laboratory services, hospital management services, drug and medical distribution along with operating a nursing college.

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KPJ Healthcare (KPJ MK)

Bangkok Dusit Medical: The Risks of the Big Ramp Up

Thailand's Bangkok Dusit Medical Services is in the midst of a program to increase its network to 50 hospitals from 42 currently (35 in 2014)...

Kemp Dolliver, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)