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.

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.

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.  

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,....

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.

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...