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Tisco favors Healthcare stocks with Biotech leading, boosted by aging society & M&A.

MGR Online•Economy•

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Key Quotes

Natthakrit Laotaweesap
"As the world rapidly enters an aging society, the increase in the elderly worldwide is not just a demographic phenomenon but an economic driver continuously transforming healthcare demand."
ขณะที่โลกกำลังก้าวเข้าสู่สังคมสูงวัยอย่างรวดเร็ว การเพิ่มขึ้นของผู้สูงวัยทั่วโลกไม่ได้เป็นเพียงปรากฏการณ์ด้านประชากรศาสตร์ แต่เป็นแรงขับเคลื่อนเชิงเศรษฐกิจที่กำลังเปลี่ยนโครงสร้างอุปสงค์ด้านสุขภาพอย่างถาวร
Natthakrit Laotaweesap
"Healthcare is therefore seen as 'Defensive Growth,' resilient to economic downturns due to relatively inelastic demand, while also having long-term structural growth drivers from the aging society trend and medical science advancements."
Healthcare จึงถูกมองเป็น “Defensive Growth” คือ มีความทนทานต่อภาวะเศรษฐกิจถดถอยจากความต้องการที่ค่อนข้างยืดหยุ่นต่อวัฏจักรเศรษฐกิจ ขณะเดียวกันยังมีปัจจัยหนุนการเติบโตเชิงโครงสร้างในระยะยาวจากเทรนด์สังคมสูงวัยและความก้าวหน้าทางวิทยาศาสตร์การแพทย์

Key Entities

Organization

Tisco(ทิสโก้)ℹ️
A financial institution that analyzes and recommends healthcare stocks.
Healthcare Sector(กลุ่มเฮลธ์แคร์)
The industry segment encompassing companies involved in health and medical services, products, and technologies.
Biotechnology(ไบโอเทค)ℹ️
A sub-sector of healthcare focused on biological processes and living organisms for product development, including gene therapy and mRNA vaccines.
Tisco Bank Public Company Limited(ธนาคารทิสโก้ จำกัด (มหาชน))ℹ️
A financial institution and subsidiary of Tisco Financial Group.
Willis Towers Watson(WTW)ℹ️
A leading global advisory, broking, and solutions company that forecasts global health expenditure.
Medical Devices & Equipment (MedTech)(Medical Devices & Equipment)
A sub-sector of healthcare focused on the design, manufacturing, and distribution of medical tools and equipment for diagnosis, treatment, and recovery.
Pharmaceuticalsℹ️
A sub-sector of healthcare dedicated to the research, development, production, and distribution of pharmaceutical drugs.
BridgeBio Pharmaℹ️
A biopharmaceutical company whose drug for a rare heart condition received FDA approval and led to significant stock growth.
FDAℹ️
The United States Food and Drug Administration, responsible for approving medical treatments and drugs.
REVOLUTION Medicines
A company whose cancer drug showed positive results, making it a potential acquisition target for larger pharmaceutical companies.
Healthcare Services & Providers
A sub-sector of healthcare focused on delivering medical treatment and health insurance services directly to patients.

Context

Aging Society(สังคมสูงวัย)ℹ️
The demographic trend characterized by an increasing proportion of elderly individuals in the population, driving demand in sectors like healthcare.

Person

Natthakrit Laotaweesap(นายณัฐกฤติ เหล่าทวีทรัพย์)
Head of Wealth Advisory at Tisco Bank Public Company Limited.

Status

2026
The year for which financial projections and investment strategies are being discussed, corresponding to the Buddhist calendar year.
2025
The previous Buddhist calendar year referenced for company performance and stock price movements.

Timeline

January 2026(มกราคม 2026)
The month in the Buddhist calendar year 2026 when REVOLUTION Medicines' stock price saw a notable increase.