AOT.BK Airports of Thailand PCL Industrials • Airports & Air Services Operates Thailand’s major international airports including Suvarnabhumi and Don Mueang, providing airport management, ground handling, security, and related aviation services. Market Cap (THB) 867.86 B THB Market Cap (USD) 26.30 B USD Current Price 60.75 THB 52-Week Range 29.50 – 61.00 THB P/E (TTM) […]
Read More →📊 BH.BK Company Background Bumrungrad Hospital Public Company Limited operates one of Asia’s premier private hospitals in Bangkok, delivering comprehensive tertiary care, advanced medical treatments, wellness services, and attracting a significant volume of international patients seeking high-quality healthcare. Market Cap (THB): 146,671M THB Market Cap (USD): ~$4.50B (at ~THB 32.60/USD) Current Price: THB 184.50 (as […]
Read More →📊 BH Company Background 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. Market Cap (THB): […]
Read More →📊 BCH Company Background Bangkok Chain Hospital Public Company Limited operates a leading network of private hospitals across Thailand under the World Medical Hospital, Kasemrad, and Karunvej brands, catering to diverse patient groups including private pay, insurance, and the national social security scheme. Market Cap (THB): 24.69B Market Cap (USD): ~$0.77B (at ~THB 32/USD) Current […]
Read More →BH offers quick management updates on Phuket progress, stating construction is on-track for completion in 1H27 and still confidence in the premium market in TH’s 2nd largest provincial economy; Phuket’s average annual income per head is at Bt390k, 62% higher than the country’s overall average. Comment: Let’s see how quickly they can ramp up occupancy […]
Read More →BAY: 3Q net profit at Bt8.78bn, +14.5% y/y, thanks to Bt2.8bn one off gains from remeasurement of investment in TIDLOR following increase in its equity stake, NIM expanded by 23 bps y/y to 4.51% from improved loan yield & effective cost control, NPL rose to 3.49% end of Sept from 3.2% y/y mainly due to […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →ANAN oversubscribed its THB1bn bond offering, with proceeds earmarked for debt repayment and backlog execution totaling over THB10.1bn, demonstrating strong retail and institutional appetite. Comment: WHAT? How is this ganja smoking donkey kong still able to raise debt? Who’s that stupid out there? BH: Strong THB has minimal impact, as foreign patients can pay in […]
Read More →AWC sets Bt300b total assets target in 5 yrs, from Bt198.7b end last year, sees new record high revenue this year from 75% OCC rate from 72% last year. Comment: This can’t all from the family’s personal asset portfolio…can it? BOI approved investment applications worth Bt200b, led by BEM’s Bt109b mass transit line and three […]
Read More →BH expects FY24 profit tops Bt7b registered last year after logged Bt3.9b in 1H, sees 3Q momentum remain solid from robust traffic from fly-in patients, local patients on rainy season, keeps focus on medical advancement & healthcare technology to boost margin. Comment: Its their expansion plans that the market is pricing in. CPF buys 65% […]
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