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Acadia Healthcare Shares Jump 100% Year to Date on Raised 2026 Outlook
Acadia Healthcare shares have surged 100% year to date, rebounding from a 2025 slump driven by patient-related litigation costs and legal liability concerns. Early this year the company brought back former CEO Debra Osteen, replacing Chris Hunter, while reaffirming its 2025 guidance. Management raised its 2026 adjusted EBITDA and earnings outlook after both the first- and second-quarter results, and after the second quarter increased its operating cash flow guidance to $350-$400 million from $285-$325 million while lowering expected capital expenditures to $235-$255 million from $255-$280 million. The company added 240 licensed beds in the second quarter of 2026 through two newly opened joint-venture facilities, a 144-bed facility with Orlando Health in Florida and a 96-bed facility with Methodist Jennie Edmundson Hospital in Iowa, and also opened two new Comprehensive Treatment Center locations. The Zacks Consensus Estimate for 2026 earnings stands at $1.55 per share with four upward revisions and no cuts over the past 60 days, while the 2027 EPS consensus implies 14.4% year-over-year growth and 2026 and 2027 revenue consensus of $3.42 billion and $3.61 billion signals increases of 3.4% and 5.4%, respectively.
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Muang Thai Life launches Muang Thai Flexi Retire Series, a highly flexible annuity product
Muang Thai Life Assurance Public Company Limited, or MTL, has launched a new annuity product under the name Muang Thai Flexi Retire Series, and is moving ahead with the full rollout of its Longevity Ecosystem. Chief Executive Officer Sara Lamsam said the company aims to expand its role from providing life and health protection to creating balance across three dimensions: Lifespan, Healthspan and Wealthspan. The new product lets customers choose to pay premiums in a single payment, over five years, or until age 55, 60 or 65; choose to begin receiving annuity income at age 55, 60, 65 or 70; and adjust their retirement plan later without paying additional premiums or undergoing new underwriting. Annuity income can be received annually or monthly, with an option for a first installment of 30% as a lump sum, and policyholders can use the tax deduction for up to 200,000 baht. The product also guarantees no health check. The series comprises Flexi Retire Pro 90/1, Flexi Retire Next 90/1, Flexi Retire 90/5, and Flexi Retire 9055, 9060 and 9065, with sales starting on 1 October 2026. On building the long-term ecosystem, the company has joined forces with 44 senior living and nursing home partners for elderly care and recuperating patients, covering the whole country. Annuity policyholders who use elderly residential facilities can instruct that their annuity payments be made directly to network service providers, and the company plans to extend this right to savings policyholders soon. Customers also receive special privileges in senior housing, chauffeur services with caregivers, and hospice care hospital services.
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Asia Plus maintains speculative buy on BCH with target price of 12.00 baht
Asia Plus Securities assesses BCH shares, noting revenue grew 7% YoY in July before accelerating to 10% YoY in August 2026, driven by both Thai and foreign inpatients, supporting hospital revenue growth of 8-9% YoY in the third quarter of 2026. Thai patients were boosted by an early arrival of seasonal diseases; during 13-19 September, new influenza cases rose by 48,100, or 121% from the previous week, and COVID-19 cases reached nearly 35,000, or 119% week-on-week, with 50-60% concentrated in Bangkok. Meanwhile, Middle Eastern patients, especially from Qatar, the UAE, and Saudi Arabia, continued to grow YoY on rising complex disease cases. Myanmar patients are likely to recover after the opening of the new Mae Sai Hospital building in September 2026. Rajavej Ubon Hospital, or KIH Ubon, began recognizing operating results from 1 September 2026, with initial costs from investment of no more than 100 million baht starting in the fourth quarter of 2026. The research team maintains its 2026 net profit forecast at 1.293 billion baht, down 2.7% YoY, and keeps its speculative buy recommendation with a 2027 fair value of 12.00 baht based on DCF, with an adjustment to social security treatment rates as additional upside not yet reflected in estimates.