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Central Pattana PCL: Necessity for your basket

CPN should prove resilient to cost-push inflation. Lined up for a strong YoY profit recovery in 2Q22. Solid growth profile for 2022 and for years ahead.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 29 June 2022

Thailand: Healthcare - How to position in Healthcare for 2H22

2H22 Healthcare strategy—prefer big-caps. BDMS or BH? Which stock will outperform most in 2Q22? Strong foreign arrival growth, especially from the Middle East.
Bualuang Securities Phoowadol
Phoowadol Phoosodngern @ Bualuang Securities 28 June 2022

Goodbody Health Inc. (CSE: GDBY/OTCQB: GDBYF) – A Solution for the U.K.’s Backlogged Public Healthcare System – Initiating Coverage

Fundamental Research Corp has issued a report entitled “A Solution for the U.K.’s Backlogged Public Healthcare System – Initiating Coverage” and dated June 17, 2022. The full report is now at www.researchfrc.com.  
Fundamental Research Corp Siddharth
Siddharth Rajeev @ Fundamental Research Corp 21 June 2022

Morning Bulletin - 15 June 2022

SOFIX (611.38, -0.60%) registered fall for fourth consecutive day in a row in a volatile session where the bears prevailed. M+S Hydraulic (MSH, BGN 8.70) led the laggards by 5.95% decrease after relatively small trades, followed by Chimimport (CHIM,....
First Financial Brokerage House Veselin
Veselin Radoychev @ First Financial Brokerage House 15 June 2022

Thailand: Healthcare - Sector call shifts down to NEUTRAL

Coverage profit to dive YoY in 2H22 (a high 2H22 base). Unexciting 2Q22 outlook; who will outperform? Recovery in fly-in business from Middle East a game-changer.
Bualuang Securities Phoowadol
Phoowadol Phoosodngern @ Bualuang Securities 14 June 2022

Bangkok Dusit Medical Services PCL: Is the market too bullish on BDMS?

Further investments; next heavy CAPEX cycle? The 30+30-year lease is Bt9.1bn (Bt1.7m/sq.wah), which is expensive. The estimated cost of construction is Bt14.4bn. The project is scheduled to open 2029. BDMS admitted that residential development is not...
Bualuang Securities Phoowadol
Phoowadol Phoosodngern @ Bualuang Securities 14 June 2022