Bumrungrad Hospital PCLBH
▲ ポジティブ需要関連度
CGSI selects BH as a top pick on its higher share of foreign patients than peers and greater flexibility in adjusting strategy.
資産への影響 6
Health Care
Bumrungrad Hospital PCL
Praram 9 Hospital Public Company LimitedPR9
▲ ポジティブ需要関連度
CGSI selects PR9 as a top pick, forecasting net profit up 11% YoY and 35% QoQ to 248 million baht on foreign-patient demand.
Bangkok Chain Hospital Public Company LimitedBCH
▲ ポジティブ需要関連度
BCH benefits from a higher share of Middle Eastern patients seeking treatment for complex diseases, lifting its 9M26 net profit to 71% of the full-year forecast.
Ramkhamhaeng Hospital Public Company LimitedRAM
± 混在需要関連度
RAM is mentioned only as the acquirer whose merger with THG drives the sector's combined revenue growth.
Aging Population
Bangkok Dusit Medical Services Public Company LimitedBDMS
▲ ポジティブ需要関連度
BDMS is expected to post the sector's strongest revenue growth at 10% YoY, helped by a low base and influenza/COVID-19 outbreaks.
Thonburi Healthcare Grp PclTHG
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