Stocks in the news (bh, bts, sawad) 10.04.26
Bumrungrad Hospital Public Company Limited operates a premier multi-specialty private hospital in Bangkok, providing tertiary care for both domestic and international patients. Recognized as a global leader in medical tourism, the hospital offers comprehensive medical services for complex conditions, supported by advanced technology and internationally certified medical professionals.
BH: The company anticipates increased demand for long-term care from Middle Eastern patients after Songkran, while Asian patients continue to seek treatment. The company is aggressively campaigning to encourage both Thai and foreign residents in Thailand to seek medical treatment.
Comment: And Phuket will continue to lap up new customers when it is up and running.
BTS Group Holdings Public Company Limited is a leading provider of mass transit services in Bangkok, primarily operating the BTS SkyTrain system. The group employs a “MOVE, MIX, and MATCH” strategy, diversifying into media (VGI), property development, and digital services alongside its core transportation concessions.
BTS: The Department of Rail & Transport projects that public electric train passengers will reach 2mn trips per day between March 30 and April 8, 2026. The BTS Green Line is experiencing the highest growth on weekdays, reaching 1mn trips per day. However, BTS management remains concerned about various factors and is accelerating marketing strategies through ticket packages, including 5-station, 7-day, 30-day, and 50-day passes to reach all passenger segments.
Comment: It frankly is too expensive for the average citizen to afford the BTS skytrain routes, but there are no other options.
Srisawad Corporation Public Company Limited provides non-bank financial services, including vehicle-title loans, land-secured loans, and personal credit. Operating under the “Srisawad Ngern Sod Tun Jai” brand, the company maintains an extensive nationwide branch network to serve retail customers and small businesses across Thailand.
SAWAD sets 10–15% loan growth this year from the current THB 94,964m, keeps NPL at 3–4%.
Comment: Let’s see
Summary Table
| Ticker | Price (THB) | YTD % | Trend (3M) | Consensus | Analysis |
|---|---|---|---|---|---|
| BH | 173.50 | +10.2% | 📈 | Hold | View → |
| BTS | 2.16 | -5.3% | 📉 | Sell | View → |
| SAWAD | 22.50 | -11.8% | 📉 | Hold | View → |
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