Finansia says BCH profit has passed its trough, expects second-half recovery

EarningsCorporate Action
โดย Kaohoon·TH·Read original
Summary · why it matters

Finansia Syrus Securities said Bangkok Chain Hospital, or BCH, posted second-quarter 2026 normalised profit of 343 million baht, up 28% from the previous quarter but down 10% from the same period last year. Profit came in 4% above the analyst's estimate and 3% above market expectations. Total revenue was 2.98 billion baht, up 3% from the previous quarter but down 1.1% from the same period last year. Revenue from Middle Eastern patients recovered strongly, rising 22% from the previous quarter and 44% from the same period last year. Finansia Syrus expects BCH's profit to continue recovering in the second half of 2026, supported by a recovery in Thai and Middle Eastern patients, as well as a possible increase in the social security capitation rate in the fourth quarter of 2026. Every 10% increase would lift the 2027 normalised profit estimate by about 3%. BCH recently approved an investment of no more than 490 million baht to acquire Ratchavej Ubon Ratchathani Hospital, equal to 2.8% of total assets, and announced an interim dividend of 0.35 baht per share, a yield of 3.2%, including a special dividend of 0.20 baht per share, with the ex-dividend date set for 27 August 2026.

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Health Care▲ · 1 stocks
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Off-coverage companies 1

Ratchavej Ubon Ratchathani Co., Ltd.Private▲ Positive
Capitalrelevance

BCH's acquisition of Ratchavej Ubon Ratchathani Hospital is a positive investment.

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