สรุปหุ้นเด่นทางพื้นฐาน (12/03/68)

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -12 มี.ค. 68 9:35: น. บล.เมย์แบงก์ (ประเทศไทย) หุ้น ราคาพื้นฐาน(บาท) คำแนะนำ/ประเด็นที่สำคัญ BDMS 31 แนวโน้มรายได้ 1Q68 ยังเติบโตดี แรงหนุนระยะสั้น คือเม็ดเงิน TESGX ผู้บริหารคาดการณ์การเติบโตของรายได้ในครึ่งปีแรกของปี 2568 ที่ 7-8% โดยคาดว่าอัตรากำไร EBITDA จะคงที่ 24-25% ซึ่งใน 2M68 การเติบโตรายได้แข็งแกร่งมากกว่า 7%YoY จากรายได้ผู้ป่วยไทยเพิ่มขึ้น 5%YoY และผู้ป่วยต่างชาติเพิ่มขึ้นมากกว่า 10%YoY จากผู้ป่วยตะวันออกกลางที่ขยายตัว 24-26% หนุนจากประเทศกาตาร์และ UAE โดย BDMS เชื่อว่าราคาน้ำมันดิบที่ปรับลงไม่กระทบต่อผู้ป่วยตะวันออกลาง

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