Bangkok Dusit Medical Services PLC (BDMS) 2022-23

14/11/2023 Earnings brief" 3Q23: Beat estimates to a record high "    Outperform (TP Bt35)
25/09/2023 High conviction: "Share price drop is overdone" – Outperform (TP Bt35)
17/08/2023 Company update: "Better 2H23 operations" – Outperform (TP Bt35)
23/06/2023 High conviction: "Safe investment with earnings conviction" – Outperform (TP Bt34)
06/06/2023 Company update: "Site visit: Rayong Hospital" – Outperform (TP Bt34)
12/05/2023 Earnings brief: "1Q23: Beat market, in line with INVX"  Outperform (TP Bt34)
18/04/2023 Company update: "Preview 1Q23: Strong int’l patient services" – Outperform (TP Bt34)
03/03/2023 Company update: "Healthy growth in 2023" – Outperform (TP Bt34)
23/02/2023 Earnings brief: "4Q22: Beat INVX but in line with consensus" – Outperform (TP Bt34)
12/01/2023 Company update: "Earnings moved up in 4Q22F" – Outperform (TP Bt34)
29/11/2022 Company update: "Healthier operations and earnings" – Outperform (TP Bt34)
15/11/2022 Earnings brief: "3Q22: Beat on revenue, margin" – Outperform (TP Bt34)
27/10/2022 Company update: "Preview 3Q22: Up YoY and QoQ" - Outperform (TP Bt31)
09/09/2022 Company update: "Resilient; earnings trending up" – Outperform (TP Bt31)
15/08/2022 Earnings brief: "2Q22: Beat estimates" – Outperform (TP Bt31)
24/06/2022 Company update: "Price laggard against earnings uptrend" – Outperform (TP Bt30)
27/05/2022 Company update: "Expanding its wellness business" – Outperform (TP Bt30)
13/05/2022 Earnings brief: "1Q22: Beat, with record high core profit" – Outperform (TP Bt30)
12/04/2022 Company update: "Preview of 1Q22: Expect a record high" – Outperform (TP Bt28)
07/03/2022 Company update: "Healthier operations in 2022" – Outperform (TP Bt28)
24/02/2022 Earnings brief: "4Q21: Beat estimates" – Outperform (TP Bt28)
25/01/2022 Company update: "Preview 4Q21: Strong non-COVID services" – Outperform (TP Bt28)