Daily Strategy : Optional buying

stock market trend today It is estimated that the SET will change between 1,525 – 1,545 points The market conditions have no new factors to stimulate them. In addition, concerns about the US debt default on June 1 continue to pressure after negotiations to increase the debt ceiling not stop. Furthermore, crude oil prices fell […]

BH – 1Q23 earnings higher than expected, but growth has peaked.

BH Record net profit of 1.6 billion baht in 1Q23 as revenue increases and economies of scale 1Q23 profit represents 27% of our full year profit forecast. Strong growth in foreign patient income Foreign patient income jumped 78% yoy from a low income base in 1Q22 and 3% qoq to Bt4bn, the highest since 4Q14. […]

Daily Strategy : Selective Buying

stock market trend today It is estimated that the SET will change between 1,595 and 1,620 points, despite positive factors that the FED is expected to delay raising interest rates after several US economic data slowed down. In addition, crude oil prices remained at high levels due to supply concerns after US crude stocks fell […]

Optional Purchase – 7 March 2023

stock market trend today The SET is estimated to increase between 1,600 and 1,615 points despite positive sentiment from the US stock market rebound, crude oil prices soaring above 80 US/Barrel due to tight oil supply expectations and technical conditions overselling. yields soar And concerns about prolonged interest rate rises to curb inflation will put […]

FY22 earnings beat expectations and FY23F earnings are on top.

Core earnings rose 62% yoy to a new record high of Bt12.6bn in FY22 as revenue increased 24% to Bt91.9bn and a record EBITDA margin of 25.1% beat the company’s target. The value of the company’s assets has increased by 2.75 billion baht from many hospital valuations that are made every year 5. BDMS announced […]

Profits continue to grow in 2023 (6 February 2023)

Profits are increasing and increasing in 2022… Net profit jumped 222% yoy to Bt429mn in 9M22 due to i) increased number of beds to 304 from 204 and utilization rate increased to 67% from 58% ii) increased prices (reduced spreads against competitors) down from 15% to 5 % -10%) iii) Foreign patient revenue increased to […]

Fund Flow Support – 9 January 2023

stock market trend today Assess the SET to rise to resistance of 1,685 – 1,690 points as expected The FED slowed rate hikes after US average hourly wages were lower than expected and the service sector index contracted US, causing a fall in US Bond yields. is positive for the direction of the flow of […]

Optional Purchase – 26 December 2022

stock market trend today The SET was estimated to swing between 1,610 and 1,630, with the index receiving positive sentiment from stock markets around the country rising in response to higher than expected US consumer confidence. Crude oil prices rose after Russia cut crude oil exports, including window dressing during the However, at the end […]

Utilities Sector – Increase Ft 0.9701 baht/KWh in January – April 23

ERC approves Ft increase for January-April 2023 Yesterday, the ERC approved an additional Ft increase of 0.9701 baht / KWh (to 1.9044 baht) for January-April 23, which was higher than the market expected to increase by only 0.6488 baht / KWh in order to reduce the burden on EGAT. LNG imports from the spot market. […]

The ICT sector – alleviating court concerns in DTAC/TRUE merger agreement

However, another obstacle regarding the terms of the NBTC, which would lead to a significant reduction in the value of synergy, remains unclear. Additionally, the lack of a tender offer price should limit the stock’s rally. We continue to view ADVANC as a safe investment in this segment. There is no temporary protective order in […]