Healthcare stocks 'Overweight' due to insurance and Middle East patients
MGR Online•Economy•
Full article content is available on the original source.
Source: MGR Online (Original)
View Original Article
Key Quotes
"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
"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
"The Middle East is returning, driving a new round of medical tourism."
ตะวันออกกลางกำลังกลับมา หนุน Medical tourism รอบใหม่
"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.
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.
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.
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
A region identified as a key source of returning medical tourists.
A country identified as an origin of the Ebola outbreak and a dangerous communicable disease zone.
A country identified as an origin of the Ebola outbreak and a dangerous communicable disease zone.
A country involved in a conflict with Iran, potentially affecting Middle Eastern patient flows.
A country involved in a conflict with the United States, potentially affecting Middle Eastern patient flows.