View all companies
Recommendation
Start reading our world-class research today.
Already have an account?
Log in
51 articles for Bangkok Dusit Medical Services PCL
Thailand: Healthcare - Post-results calls with management
Greater confidence over outlooks for BDMS and BH. Good 2023 outlooks for four hospitals—BDMS, BH, BCH, and CHG. CLMV, China, and Middle East to drive business in 2023.
Phoowadol Phoosodngern @ Bualuang Securities 23 March 2023
Bangkok Dusit Medical Services PCL: In line with us and the street (but 2H22 DPS beat expectations)
Profit in line our estimate and the consensus. BDMS reported core earnings of Bt3.1bn for 4Q22. The company announced a DPS of Bt0.30 for 2H22.
Phoowadol Phoosodngern @ Bualuang Securities 23 February 2023
Thai: Healthcare - 4Q22 earnings playbook; full-throttle fly-in patient recovery
Strong earnings growth outlook for 4Q22. 2023 growth outlook strong for high-end hospitals. Valuations and preferences.
Phoowadol Phoosodngern @ Bualuang Securities 24 January 2023
Bangkok Dusit Medical Services PCL: Beat us and the street; low season ahead
Profit beat our estimate and the consensus. BDMS reported core earnings of Bt3.4bn for 3Q22. 4Q22 core earnings look set to fall YoY and QoQ.
Phoowadol Phoosodngern @ Bualuang Securities 15 November 2022
Thailand: Healthcare- 3Q22 playbook:Slumps for CHG and BCH; growth for BDMS & BH
Post-COVID effects—bad for CHG & BCH; good for BDMS & BH. 2022 and 2023 profiles and calls. BDMS: up from HOLD to BUY.
Phoowadol Phoosodngern @ Bualuang Securities 28 October 2022
Thailand: Healthcare - Growing pains in Healthcare sector
Coverage earnings set to dive YoY and HoH in 2H22. Volatility in 2H22 through 2023; prefer high-end plays. Moderna vaccine likely to cause BCH some bleeding.
Phoowadol Phoosodngern @ Bualuang Securities 16 September 2022
Details
Thailand
Asia
Health Care Equipment & Services
About
Bangkok Dusit Medical Services Public Company Limited operates Bangkok General Hospital. The Hospital specializes in cardiovascular, lung, neurological, eye and genitourinary cancer, as well as physical therapy and medical imaging.
