Bangkok Dusit: Competition In Bangkok And Start-Up Losses Are Key Near-Term Headwinds

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About: Bangkok Dusit Medical Services Public Company Limited (BDULF)
by: The Value Pendulum
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The Value Pendulum
Deep Value, growth at reasonable price, contrarian, micro-cap
Summary

Bangkok Dusit is facing headwinds such as increased competition in the Bangkok market and start-up losses from its new wellness center and high-end hospital.

The upgrading of selected hospitals to Centers Of Excellence and the increased penetration of the insurance payer segment are medium-term growth drivers for Bangkok Dusit.

Bangkok Dusit trades at 39.9 times consensus forward next twelve months P/E and 24.7 times consensus forward next twelve months EV/EBITDA.

Elevator Pitch

Thailand-listed healthcare services company Bangkok Dusit Medical Services (OTCPK:BDULF) (OTCPK:BDUUF) (OTCPK:BDUUY) [BDMS:TB] currently trades at 39.9 times consensus forward next twelve months P/E and 24.7 times consensus