On Friday at 11:03 AM (Bangkok time), the share price of Bangkok Dusit Medical Services Public Company Limited (SET: BDMS) gained 1.54% or THB 0.30 to THB 19.80, with a trading value of THB 857.56 million.
Finansia Syrus Securities (FSS) noted that BDMS is likely to benefit in the short term from rising political uncertainty following the dissolution of parliament. The brokerage firm expects the healthcare sector to attract increased capital inflows as investors seek defensive stocks.
Looking ahead, FSS anticipates strong earnings momentum for BDMS in the fourth quarter of 2025, with revenue growth expected to accelerate from the previous quarter and the first nine months of the year. This reflects the delayed onset of seasonal illnesses into the final quarter.
For 2026-2027, earnings are projected to rise by 7-9% year-on-year, underpinned by steady demand from both domestic and international patients, as well as ongoing expansion in hospitals and related medical businesses.
Following these, the analyst recommends a ‘Buy’ rating on BDMS, with a target price of THB 31 per share.
