Bangkok Dusit Medical Services PCL
Thai stocks · SET · Services · Healthcare
Owns Thailand's largest private hospital chain. Revenue comes from treatment fees paid by Thai and foreign patients, so it depends on patient numbers and fees per visit
For every 100 baht of sales: cost of sales 64 · operating expenses 18 · other income adds 0 · tax and other items 4 · leaving 14 as net profit
Investors in Thailand can buy BDMS through 24 mutual funds open to retail investors. Every one of them buys the stock directly.
| Fund | BDMS weight | How it invests | 1-year return |
|---|---|---|---|
 ONE-HOSPITALONE HOSPITAL FUND | 32.78% | Buys the stock directly | +13.03% |
 BBASICBualuang Basic Open-end Fund | 12.47% | Buys the stock directly | +16.69% |
| B-BASICPLUSBualuang Basic Plus Fund | 11.04% | Buys the stock directly | +17.06% |
| BBASICRMFBualuang Basic RMF | 10.91% | Buys the stock directly | +16.97% |
 KSRMFThe Krung Thai Shariah Retirement Mutual Fund | 6.94% | Buys the stock directly | +26.02% |
 MIF-GMFC Islamic Fund | 6.90% | Buys the stock directly | +16.55% |
| KT-SHARIAH-AKrungthai Shariah Thai Equity Fund | 6.67% | Buys the stock directly | +26.28% |
| M-IslamicEQLMFC Islamic Equity Fund | 6.64% | Buys the stock directly | +19.39% |
| MIF-ESGXMFC FTSE Shariah Investment Thailand ESG Extra Fund | 6.28% | Buys the stock directly | N/A |
 ES-HEALTHPLUSEastspring HealthPlus Fund | 5.96% | Buys the stock directly | +25.92% |
Yearly average over the last 3 years · Latest annual sales 111.5B THB
For every 100 baht of sales, about 14 baht is left as net profit
Per year, relative to the share price · Tech stocks tend to pay little because they reinvest their profits
Now 9.9% below its 1-year high
| Item (THB) | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| Total revenue | 91.9B THB | 100.9B THB | 107.9B THB | 111.5B THB |
| Gross profit | 33.6B THB | 37.4B THB | 39.8B THB | 40.2B THB |
| Operating profit | 17.1B THB | 19.1B THB | 20.7B THB | 20.3B THB |
| Net profit | 12.6B THB | 14.4B THB | 16.0B THB | 15.8B THB |
| EPS (diluted) | 0.79 | 0.90 | 1.01 | 1.00 |
| Gross margin | 36.6% | 37.1% | 36.9% | 36.1% |
| Operating margin | 18.6% | 18.9% | 19.2% | 18.2% |
| Net margin | 13.7% | 14.3% | 14.8% | 14.2% |
| Operating cash flow | 20.3B THB | 20.8B THB | 23.0B THB | 23.4B THB |
| Free cash flow | 15.9B THB | 13.0B THB | 12.2B THB | 12.9B THB |
| Total assets | 141.5B THB | 143.6B THB | 151.5B THB | 158.0B THB |
| Total liabilities | 47.8B THB | 44.7B THB | 47.6B THB | 48.0B THB |
| Shareholders' equity | 93.7B THB | 98.9B THB | 103.9B THB | 110.0B THB |
| Period | SMA | EMA | Price vs line |
|---|---|---|---|
| 10 days | 19.71 | 19.68 | Above |
| 20 days | 19.39 | 19.58 | Above |
| 50 days | 19.67 | 19.55 | Above |
| 100 days | 19.46 | 19.47 | Above |
| 200 days | 19.34 | 19.61 | Above |
| Indicator | Value | Signal |
|---|---|---|
| RSI(14) | 61.95 | Up |
| MACD(12,26) | 0.08 | Up |
| ADX(14) | 19.08 | Neutral |
| ATR(14) % of price | 0.85 | Neutral |
The many funds holding less than 3% are usually index funds holding at market weight · Funds holding more than 8% have deliberately chosen a large position
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PAMC3ONEAM2| Fund | BDMS weight | Master fund | 1-year return | TER |
|---|---|---|---|---|
| ONE-HOSPITAL | 32.78% | Buys the stock directly | +13.03% | 2.18% |
| BBASIC | 12.47% | Buys the stock directly | +16.69% | 1.81% |
| B-BASICPLUS | 11.04% | Buys the stock directly | +17.06% | 1.81% |
| BBASICRMF | 10.91% | Buys the stock directly | +16.97% | 1.76% |
| KSRMF | 6.94% | Buys the stock directly | +26.02% | 1.86% |
| MIF-G | 6.90% | Buys the stock directly | +16.55% | 1.67% |
| KT-SHARIAH-A | 6.67% | Buys the stock directly | +26.28% | 1.90% |
| M-IslamicEQL | 6.64% | Buys the stock directly | +19.39% | 1.92% |
| MIF-ESGX | 6.28% | Buys the stock directly | N/A | 2.02% |
| ES-HEALTHPLUS | 5.96% | Buys the stock directly | +25.92% | 2.70% |
| PMIX | 5.94% | Buys the stock directly | +16.71% | 1.77% |
| KF-ASET50-D | 5.91% | Buys the stock directly | +0.74% | 2.34% |
| KFTSTAR2-D | 5.59% | Buys the stock directly | +3.08% | 2.33% |
| KFSTARRMF | 5.56% | Buys the stock directly | +33.01% | 2.34% |
| KFTSTAR-A | 5.56% | Buys the stock directly | +32.91% | 2.33% |
| KFAEQ-THAIESGX-68 | 5.53% | Buys the stock directly | +29.80% | 2.06% |
| ES-BIGCAPEQ | 5.52% | Buys the stock directly | +21.18% | 1.86% |
| ES-EQPLUS | 5.36% | Buys the stock directly | +21.36% | 1.32% |
| PMIXRMF | 4.80% | Buys the stock directly | +13.95% | 1.83% |
| 1AMSET50-ID | 4.75% | Buys the stock directly | −11.51% | 0.66% |
| Fund | BDMS weight | Master fund | 1-year return | TER |
|---|---|---|---|---|
| KTAG-ThaiESG | 4.68% | Buys the stock directly | +29.82% | 2.08% |
| P-MESGX-N | 4.55% | Buys the stock directly | +14.92% | 2.13% |
| ES-PRIMELOWBETA | 4.46% | Buys the stock directly | +18.28% | 1.77% |
| KFFAST-D | 3.77% | Buys the stock directly | +2.46% | 1.86% |
