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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.
Bualuang Securities Phoowadol
Phoowadol Phoosodngern @ Bualuang Securities 16 September 2022

The UAE Salik IPO – priced to go? 12 things investors should know

UAE toll road operator Salik will list at AED2 per share, with the Government of Dubai to selling a 20% stake. Salik is very profitable; the historical EBITDA margin is 82% but this falls to 67% after adjusting for concession fees. A 100% payout rati...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 September 2022
The UAE Salik IPO – priced to go? 12 things investors should know
The UAE Salik IPO – priced to go? 12 things investors should know

Morning Bulletin - 8 September 2022

SOFIX (607.46) slipped for third consecutive day in a row and closed below all 50-days MA on Wednesday. Despite the strong performance of Sopharma Trading (SFT, BGN 5.60, +6.87%) and Monbat (MONB, BGN 5.05, +2.23%) the decliners, represented by Indu....
First Financial Brokerage House Veselin
Veselin Radoychev @ First Financial Brokerage House 8 September 2022

Meta’s Latest Announcement Is Highly Promising

Meta’s Latest Announcement Is Highly Promising  
Fundamental Research Corp Siddharth
Siddharth Rajeev @ Fundamental Research Corp 7 September 2022

Bangkok Dusit Medical Services PCL: N Health Novogene Genomics Lab—one step closer to the future

BDMS’s new JV genomics center. What is genomics and why is important? What is NovogeneAIT?
Bualuang Securities Phoowadol
Phoowadol Phoosodngern @ Bualuang Securities 6 September 2022

Central Pattana PCL: More than a reopening play

Expecting big shopping spree in 2H22. SF, new malls, hotels & residential to drive growth post-COVID era. Limited impact from a rising cost environment.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 5 September 2022