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Bumrungrad Hospital
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Massachusetts General Brigham And Siemens CT Will Improve Patient Access
Key Takeaways Strategic partnerships and advanced technology are enhancing service offerings, potentially driving revenue growth through increased patient admissions and advanced diagnostic services. International outreach and improved e-visa processes are likely to expand the patient base and increase revenue from medical tourists and expatriates.
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฿196.55
FV
25.7% undervalued
intrinsic discount
3.88%
Revenue growth p.a.
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4 days ago
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Bumrungrad Hospital
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Rising Affluence And Aging Populations Will Drive Premium Healthcare
Key Takeaways High-profile technology investments and global reputation upgrades are expected to boost international patient flows, margins, and long-term growth from premium services. Strategic international expansion, rising insured patient volumes, and the diversification into wellness are set to deliver resilient and accelerating high-margin revenue streams.
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฿268.81
FV
45.7% undervalued
intrinsic discount
8.17%
Revenue growth p.a.
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0
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4 days ago
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Bumrungrad Hospital
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Middle Eastern Declines Will Compress Margins Yet Tech Will Assist
Key Takeaways Heavy dependence on high-spending international patients faces threats from reduced treatment intensity, evolving regulations, and stronger healthcare systems in source countries. Intensifying competition, capacity constraints, and digital healthcare alternatives may impede profitability and future revenue growth if Bumrungrad cannot further differentiate itself.
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฿150.00
FV
2.7% undervalued
intrinsic discount
2.40%
Revenue growth p.a.
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28 days ago
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