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Healthcare stocks 'Overweight' due to insurance and Middle East patients

MGR Online•Economy•

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Key Quotes

TISCO Securities
"Concerns about Ebola are likely to be a positive factor supporting confidence in Thai hospital stocks, rather than a significant profit driver in the short term."
ความกังวลเกี่ยวกับอีโบลาน่าจะเป็นเพียงปัจจัยหนุนเชิงบวกต่อความเชื่อมั่นของหุ้นโรงพยาบาลไทย มากกว่าจะเป็นปัจจัยขับเคลื่อนกำไรอย่างมีนัยสำคัญในระยะสั้น
Krungsri Securities
"The new products cover treatment for general diseases, severe illnesses, and accidents, including ICU, surgery, Day Surgery, and OPD follow-up after admission."
ผลิตภัณฑ์ใหม่ยังครอบคลุมค่ารักษาทั้งโรคทั่วไปโรคร้ายแรง และอุบัติเหตุ รวมถึงค่า ICU ค่าผ่าตัด Day Surgery และ OPD Follow-upหลังแอดมิต
KTB Securities (Thailand)
"The Middle East is returning, driving a new round of medical tourism."
ตะวันออกกลางกำลังกลับมา หนุน Medical tourism รอบใหม่
RHB Securities
"The Middle East is returning, driving a new round of medical tourism."
ตะวันออกกลางกำลังกลับมา หนุน Medical tourism รอบใหม่

Key Entities

Organization

Healthcare Group(กลุ่มการแพทย์)
The investment sector analyzed in the article, with an 'Overweight' rating.
World Health Organization(องค์การอนามัยโลก)ℹ️
The international body that declared the Ebola outbreak a Public Health Emergency of International Concern.
Department of Disease Control(กรมควบคุมโรค)
The Thai government agency implementing strict health screening for travelers.
BH
A hospital operator identified as having a high proportion of revenue from Middle Eastern patients.
BDMS
A hospital operator recommended as a top pick, benefiting from domestic patients and insurance.
PR9
A hospital operator with a 'Buy' recommendation, expected to benefit from medical tourism.
BCH
A hospital operator with a 'Recovery Buy' recommendation, focusing on domestic patients.
CHG
A hospital operator with a 'Recovery Buy' recommendation, focusing on domestic patients and government projects.
TISCO Securities(สำนักวิจัย บริษัทหลักทรัพย์ ทิสโก้ จำกัด)
A research firm that provided an 'Overweight' assessment for the healthcare sector.
Krungsri Securities(บล.กรุงศรี จำกัด (มหาชน))
A securities firm that updated its recommendation for the healthcare group to 'Constructive Bullish'.
AIAℹ️
An insurance company that launched a new health insurance product targeting young working professionals.
KrungthaiAXAℹ️
An insurance company that revised its insurance structure and launched a hospital-specific health insurance plan.
Muang Thai Life Assurance(บ.เมืองไทยประกันชีวิต)ℹ️
An insurance company that launched a new health insurance product called 'D Health Lite'.
KGI Securities (Thailand)(บล.เคจีไอ(ประเทศไทย))
A securities firm that recommends an 'Overweight' stance on the Healthcare Sector.
Tourism Authority of Thailand(การท่องเที่ยวแห่งประเทศไทย)ℹ️
The state tourism agency that provided data on the average spending of medical tourists.
RHB Securities(บล.บัวหลวง)
A brokerage firm that views the Healthcare Sector positively and identifies BH as a top pick.
GCCℹ️
A bloc of countries in the Middle East whose patients are showing recovery signs for medical tourism.

Place

Middle East(ตะวันออกกลาง)ℹ️
A region identified as a key source of returning medical tourists.
Democratic Republic of Congo(สาธารณรัฐประชาธิปไตยคองโก)ℹ️
A country identified as an origin of the Ebola outbreak and a dangerous communicable disease zone.
Uganda(ยูกันดา)ℹ️
A country identified as an origin of the Ebola outbreak and a dangerous communicable disease zone.
United States(สหรัฐ ฯ)ℹ️
A country involved in a conflict with Iran, potentially affecting Middle Eastern patient flows.
Iran(อิหร่าน)ℹ️
A country involved in a conflict with the United States, potentially affecting Middle Eastern patient flows.