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Off-coverage companies
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Dental Corporation Public Company Limited, or D, has met the criteria of the Stock Exchange of Thailand and will move from the Market for Alternative Investment, or mai, to trade on the SET in the Services industry group, Medical business sector, starting October 1, 2026, after more than 9 years listed on mai. Chief Executive Officer Pornsak Tantapakul, together with the company's board and executives, joined in congratulating the occasion. The company stated that the move to the SET reflects the organization's growth and potential, from its beginnings as a Thai family business to a listed company in the capital market, and that over the past 9 years it has used funds raised to expand its business, generating growth in revenue, net profit, and shareholders' equity. The Dental Corporation group operates a full-service dental business, covering dental hospitals, the Bangkok International Dental Hospital, or BIDH, dental centers, Smile Signature dental clinics, and Dental Planet dental clinics, as well as Dental Vision Company Limited, a subsidiary that distributes dental materials and equipment.
About megatrends
Aging Population › Hearing / Vision / Dental ▲Capital
Aging Population › Dental & Clear Aligners Capital
D.BK · Capital · Positive Dental Corporation moves from mai to trade on the SET, reflecting its growth in revenue, net profit, and shareholders' equity.
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CVS Health Raises 2026 Revenue and Earnings Guidance
CVS Health now projects 2026 revenues of at least $414 billion, up from its earlier projection of at least $405 billion, and boosted adjusted earnings guidance to $7.90-$8.10 from $7.30-$7.50. The company said it still faces reimbursement pressure across its government, retail pharmacy and PBM businesses, and that the 2027 Medicare Advantage payment update is insufficient to fully offset underlying medical cost trends. In the second quarter, same-store front-store sales rose just 1% year over year, while the Pharmacy & Consumer Wellness segment's growth was offset by regulatory-related price reductions, generic introductions and pharmacy reimbursement pressure. In a peer update, Align Technology recorded an estimated $37.5 million liability, including interest, after the U.K. Upper Tribunal in July 2026 overturned the prior VAT-exemption ruling for clear aligners, and will apply 20% VAT to applicable U.K. Invisalign aligners and Vivera retainers from Sept. 7, 2026, without changing list prices. Cardinal Health said a prolonged conflict in Iran could move its Global Medical Products and Distribution segment toward the lower end of its $200 million to $220 million segment profit range.
About megatrends
Aging Population › Dental & Clear Aligners ▼Regulation
CVS · Capital · Positive CVS raised its 2026 revenue guidance to at least $414 billion and adjusted EPS guidance to $7.90-$8.10.
ALGN · Regulation · Negative U.K. Upper Tribunal overturned the VAT-exemption ruling for clear aligners, imposing 20% VAT on applicable U.K. Invisalign aligners and Vivera retainers, creating an estimated $37.5 million liability.
CAH · Geopolitics · Negative A prolonged conflict in Iran could push its Global Medical Products and Distribution segment toward the lower end of its $200-220 million profit range.