On Monday at 11:02 AM (Bangkok time), the share price of Bumrungrad Hospital Public Company Limited (SET: BH) dropped by 6.10% or THB 9.00 to THB 138.50, with a trading value of THB 1.12 billion.
Bangkok Chain Hospital Public Company Limited (SET: BCH) declined by 4.04% or THB 0.40 to THB 9.50, with a trading value of THB 64.14 million.
Praram 9 Hospital Public Company Limited (SET: PR9) slumped by 7.65% or THB 1.40 to THB 16.90, with a trading value of THB 37.75 million.
Bangkok Dusit Medical Services Public Company Limited (SET: BDMS) fell by 3.17% or THB 0.60 to THB 18.30, with a trading value of THB 1.06 billion.
Thonburi Healthcare Group Public Company Limited (SET: THG) lost 3.91% or THB 0.35 to THB 8.60, with a trading value of THB 17.19 million.
Chularat Hospital Public Company Limited (SET: CHG) decreased by 2.65% or THB 0.04 to THB 1.47, with a trading value of THB 6.98 million.
Thanachart Securities noted reports stating a major insurance company plans to cease sales of lump-sum health insurance for new customers from March 31, 2026. The Office of Insurance Commission (OIC) indicated that this discontinuation is at the discretion of each insurer and that policies already sold cannot be cancelled.
The brokerage firm views the main reason as being the rising cost of medical treatment, resulting in a trend for insurers to increasingly focus on co-payment health insurance. It is expected that future growth of insured patients may slow slightly, but the overall impact on the hospital group remains limited.
Hospitals with a high proportion of revenue from insurance are as follows: BDMS with 38%, THG with 29%, BCH with 25%, CHG with 25%, PR9 with 24%, and BH with 21%.
