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Bumrungrad Hospital Community
SET:BH Community
3
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Bumrungrad Hospital
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Overvalued
Bumrungrad Hospital
AN
AnalystHighTarget
Consensus Narrative from 21 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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฿270.85
FV
32.1% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
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6 days ago
author updated this narrative
Bumrungrad Hospital
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
New Cancer Center And Robotic Surgery Will Expand Global Capacity
Key Takeaways Expansion into advanced oncology, preventative medicine, and robotic surgery is strengthening high-margin service offerings and broadening the addressable market. Recovery in international patient flows and insurance partnerships is enhancing revenue diversification and supporting long-term earnings resilience.
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฿209.00
FV
12.0% undervalued
intrinsic discount
5.03%
Revenue growth p.a.
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0
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about 23 hours ago
author updated this narrative
Bumrungrad Hospital
AN
AnalystLowTarget
Consensus Narrative from 21 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
22.7% overvalued
intrinsic discount
2.40%
Revenue growth p.a.
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about 2 months ago
author updated this narrative
Your Valuation for
BH
BH
Bumrungrad Hospital
Your Fair Value
฿
Current Price
฿184.00
10.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
33b
2015
2018
2021
2024
2025
2027
2030
Revenue ฿32.6b
Earnings ฿9.6b
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